Zoho Training Webinars
Zoho CRM - The Basics of Navigation and Data Management
Zoho CRM is a powerful tool but to maximize efficiency there is key functionality that every user must know. AspenTech CRM's expert Zoho trainer will focus this 60 minute session on system navigation, record management and global functionality. You will learn how data can be collected and organized in a skillful manner and discover the power behind the relational database. This session is geared toward new users and those wanting to brush up on their skills using Zoho CRM. This class will cover:
- Exploring the Menu Bar
- What are modules?
- Creating records
- Searching for records
- Organizing your data
- The Power of the Relational Database
- Need help?
Zoho CRM - Customizing Modules, Fields & Layouts
A CRM that has been properly customized to meet the specific needs of your business can be one of your greatest assets. Think about the information you are constantly searching for relating to your leads and contacts. Wouldn’t it make sense to have it organized, and at your fingertips in your Zoho CRM? This session is for Zoho administrators who need to either initially customize and/or maintain the customizations for their CRM. This webinar will be recorded and you'll have access to it for 30 days. This session covers:
- Adding and organizing modules
- Designing multiple layouts
- Creating and editing fields
- Module and field properties and settings
- Managing data using layout and validation rules
Zoho CRM - Search, Filter & View your Data
What good is your Zoho CRM if you cannot find what you need when you need it? Using the Search feature, Filters and Views, we will teach you how to find the data you're looking for. Zoho CRM offers many ways to query your data. Starting from the very basic application, we progress to more complex queries to allow you to mine your data efficiently and effectively. This session covers:
- Using Filters to "drill down" into your data
- Views - How and When to use them effectively
- Keyword Search, Global Search, list filtering and more!
Zoho CRM - Digital Signatures using Zoho Sign
Physical copies of important documents are becoming increasingly rare in a digital world. To save time and promote efficiency, we use electronic signature platforms to not only sign digital documents, but also send digital documents to request signatures/authorization.
Integrating your CRM with Zoho Sign will help you close deals faster by reducing turnaround time. Upon successful integration, digital documents within your CRM can be sent for signature directly to a contact. Digital signatures are legally binding and are automatically attached to your CRM records! This class will cover:
- Merging documents and record information to create a digital document
- Sending/Receiving documents using Zoho Sign
- Document tracking throughout the signature process
Zoho CRM – An Overview: Reports, Dashboards & Analytics
Looking for data to support your next business initiative? Using popular Zoho reports & dashboards we look at the process of creating reports to fit your business needs and give you a high-level business perspective for your CRM. We will show you how to release potential actionable data collected as a result of your day-to-day customer interactions. This class will cover:
- Basics of creating reports
- Tabular, Summary and Matrix
- Basics of Dashboards & Analytics
- Dashboard types
- Editing & Cloning
- Adding dashboard components to your home screen
Zoho CRM - Helpful Hints & Timesaving Tips
This one-hour class offers tips, tricks and timesavers that will help you get the most from your Zoho CRM. It is an easy quick-paced webinar that will touch on several popular CRM features and how to access them efficiently. The webinar will be taught using the Enterprise Version of Zoho CRM. If you’ve been working with Zoho CRM regularly, whether you’re self-taught or had formal training, this class is for you!
For a full list of available CRM training classes and dates or for questions on how to register, contact AspenTech CRM today at (866) 880-4228.