>>>Visit our NEW Web Site www.ZohoCRMSolutions.com
Contact Sales 1-954-888-9932
Zoho CRM/Creator Certified Training
Cloud Mobile Forms is a Zoho CRM & Creator qualified and experienced consulting firm focused to help organizations to establish a planned framework for significant success. Our training programs are imparted by seasoned consultants who will prepare your training programs based on your industry specifics and your shared vision of your set strategic goals.
The amount of time required to implement a CRM project is based on its size and complexity, and how responsive your organization is to planning and incorporating business-process changes.
We basically offer 3 kind of ONE to ONE Training Programs
- 5 Hours - Zoho Basic Orientation Course ( Available for ALL Zoho Products )
- ZOHO Rapid Development / Implementation Program ( Available for CRM , Reports, Sales IQ, Campaign and Creator )
- One to One fully customized implementation ( Available for CRM ,Campaigns and Reports )
Our most popular service is the CRM Rapid Implementation course where you will learn all the basic skills for ways to better utilize the capabilities of Zoho CRM to:
- improve the quality, qualifiers and scope of data that is managed under clients, prospects, network contacts, PR and business partners
- streamline and focus the information management process from initial campaign broadcasts to affinity oriented target managerial reports
- create the necessary automation tools that will assemble an indistinct target oriented campaigns that will accelerate and improve conversion rates.
- empower executives to monitor the sales process (custom reports, custom dashboards) and flag for essential communication follow ups
- provide support to all users and make CRM part of the business culture for the day to day transaction
- address other business requirements in Zoho CRM as they emerge
Main Skills to master:
- Initial CRM Set Up
- Forms customization ( Fields - Layouts & Related Views ) with a vision of single entry point & data validation with embedded workflow
- Lead generation and conversion workflow
- Home page dashboard set up for specific goal oriented tracking activities based on roles & objectives
- Basic Workflow implementation
Our Zoho CRM Rapid Implementation includes
- 8 to 12(*) Online Webinars - 1 hour each
- Up to 5 hours of custom development ( custom functions, buttons, etc ) and implementation work
- 5 user Set Up and Traning
- Support on the design and customization of Leads/Contact/Accounts/Potentials and Activities Tabs
- Basic Automation
- 10 Workflow , Assignment or Case Management Rules ( we will teach you how to set up additional ones )
- 10 Approvals ( we will teach you how to set up additional ones )
- 5 Email Templates ( we will teach you how to set up additional ones )
- Client will need to provide ALL TEMPLATES
- 5 Web to Lead Forms ( we will teach you how to set up additional ones )
- Basic Integration with all Apps for Zoho CRM Plus
- Will include briefing on Field Updates, Webhooks and Follow Ups
- (*) Includes additional 3 Custom Set Up Trainings
No words - Just facts
Give us a Call to 954-888-9932 for a FREE 30 min Consultation
or simply please press the Online Chat bubble or fill out this form.
