Question 1

What is Zoho CRM used for?

Accepted Answer

Zoho CRM is a customer relationship management platform used to manage sales, marketing, support, and inventory in a single system.

Question 2

Who is this training for?

Accepted Answer

This training is for sales reps, marketing staff, customer service teams, and administrators who will be using Zoho CRM regularly.

Question 3

Do I need prior experience with CRMs to attend?

Accepted Answer

No prior experience is required. This training covers the basics and builds up to more advanced usage.

Question 4

What should I bring to the training?

Accepted Answer

Please bring a laptop with access to your Zoho CRM account. If you don’t have access, we’ll provide a demo account.

Question 5

Will I receive a copy of the training materials?

Accepted Answer

Yes, all participants will receive a digital copy of the training slides and quick reference guides.

Question 6

What modules will be covered in the training?

Accepted Answer

Training will cover: Leads and Contacts, Accounts and Deals, Activities (Tasks, Events, Calls), Dashboards and Reports, Workflow Automation (basic overview), Custom Views and Filters, Notes and Attachments

Question 7

Can I ask questions about our specific CRM setup?

Accepted Answer

Yes. There will be time allocated during the session for specific use cases or challenges.

Question 8

Will this training include automation and customisation?

Accepted Answer

Basic automation and field customisation will be covered. Advanced automation and workflows may be addressed in a follow-up session if needed.

Question 9

How long is the training session?

Accepted Answer

Typically, the session runs for 7 hours, including two short breaks and a lunch break.

Question 10

Will I be shown how to use Zoho CRM on mobile?

Accepted Answer

Yes, a short overview of the mobile app will be included towards the end of the session.

Question 11

What if I have follow-up questions after the training?

Accepted Answer

Post-training support can be provided via email or a follow-up Zoom call if required.

Question 12

Can training be recorded?

Accepted Answer

As this is an in-person session, recordings are not provided. However, we can offer a recorded summary or supplementary videos upon request.

Zoho CRM User Training - Adelaide