Zoho CRM Course Online

SKU: 2931
20 Lesson
|
40 Hours
Advance your CRM expertise with the Zoho CRM Course. This training provides a complete understanding of lead management, contact and deal handling, workflow automation and reporting within Zoho CRM. Through practical exercises and guided instruction, you will learn how to streamline sales processes, optimize customer data and enhance team productivity using real-world CRM applications. Designed for professionals and learners aiming to excel in sales, marketing and CRM administration, this course builds practical skills that strengthen business operations and support career growth in customer relationship management.

Zoho CRM Course Overview

Zoho CRM training covers the tools and processes needed to manage customer relationships, sales pipelines, and marketing activities using Zoho CRM. Build practical skills in lead and contact management, deal tracking, workflow automation, reports and dashboards, integrations, and CRM customization to improve sales performance and customer engagement.

Prerequisites for Zoho CRM Course

  • Basic computer literacy
  • Understanding of general business or sales processes
  • Familiarity with CRM concepts
  • Comfort using web-based applications

What Will You Learn

  • Zoho CRM navigation
  • Lead, contact, and deal management
  • Marketing campaign management
  • Reports and dashboard usage
  • Custom module creation
  • Workflow automation
  • Third-party integrations
  • Admin-level setup and security configuration
  • Data management within Zoho CRM

Who Should Do This Course

  • Sales representatives
  • Sales managers
  • CRM administrators
  • Business owners
  • Programmers and developers
  • Implementation specialists

Key Features

Course Curriculum

1. Overview of Zoho CRM
2. CRM Interface & Navigation
3. Understanding CRM Terminology
1. Creating and Capturing Leads
2. Lead Assignment & Tracking
3. Lead Conversion Process
1. Managing Contacts
2. Managing Accounts
3. Relationship Mapping
1. Creating Deals
2. Managing Pipelines & Stages
3. Forecasting Opportunities
1. Tasks, Events & Calls
2. Reminders & Follow-ups
3. Activity Tracking
1. Email Configuration
2. Email Templates
3. Email Insights
1. Creating Campaigns
2. Tracking Campaign Responses
3. Campaign Analytics
1. Building Reports
2. Custom Dashboards
3. Sales Analytics
1. Custom Fields
2. Page Layouts
3. Views & Filters
1. Custom Modules
2. Validation Rules
3. Buttons & Links
1. Workflow Rules
2. Assignment Rules
3. Macros
1. Creating Blueprints
2. Transition Rules
3. Process Automation
1. Data Import
2. Data Export
3. Deduplication
1. Roles & Profiles
2. Data Sharing Settings
3. Permissions Management
1. Zoho Apps Integration
2. Third-Party Integrations
3. API Basics
1. Mobile App Setup
2. Mobile Features
3. Offline Access
1. Installing Extensions
2. Using Prebuilt Add-ons
3. Managing Integrations
1. Sandbox Setup
2. Testing Configurations
3. Deployment Best Practices
1. System Configuration
2. Territory Management
3. Audit Logs
1. Data Hygiene
2. Sales Productivity Tips
3. CRM Optimization Strategies
Talk To Us

We are happy to help you

1-800-7430-173 (US Toll Free)
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Course Fees

Online Class Room Program

US $ 799.00
100% Money Back Guarantee
  • Duration : 40 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 09 Jun 2026
  • Weekday Batch 15 Jun 2026
  • Weekend Batch 13 Jun 2026

Corporate Training

Corporate Training
  • Customized Training Delivery Model
  • Flexible Training Schedule Options
  • Industry Experienced Trainers
  • 24x7 Support

Trusted By Top Companies Worldwide

MITSUBISHI
Emirates
BECHTEL
Tech Mahindra
Techmill
metacube
Fareportal
Trelleborg
Capgemini
AU Small Finance Bank
United Nations
Inter Mid
SoftFlex
align
utthunga
Rimini Street
EJADAH
Yash Technologies
suyati
Hettich
APPCINO

Want to know Today's Offer

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Zoho CRM Certification Training Online

After completing the Zoho CRM Course and hands-on exercises, learners receive a Course Completion Certificate from igmGuru. This certification validates your ability to manage leads, deals, workflows, reports and CRM automation effectively for real-world business operations.

Zoho CRM Certification Training Online

Zoho CRM Online Training FAQ's

This training is suitable for sales professionals, CRM administrators, business analysts, marketing teams, and business owners who want to manage leads, contacts, deals and customer data by using Zoho CRM. It is also useful for professionals who plan to work with CRM systems in sales operations or customer relationship management roles.

No prior CRM experience is required. The course begins with the basic structure of Zoho CRM, including leads, contacts, accounts, and deals. Learners gradually move toward workflow automation, reporting, dashboards and CRM customization.

Participants learn how to configure Zoho CRM, manage sales pipelines, create workflows, automate tasks, generate reports, manage customer records, and integrate Zoho CRM with other business applications. The course also explains data management and CRM administration tasks used in real business scenarios.

Yes. The course focuses on tasks used by CRM administrators, sales operations teams, and CRM consultants. Learners gain hands on knowledge of managing customer data, configuring modules, creating automation rules, and producing reports that support business decision making.

Yes. After completing the training program, learners receive a course completion certificate. This certificate can support professional profiles for roles related to CRM administration, sales operations, and customer relationship management.

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Contact Us Worldwide
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(US Toll Free)


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+91-7240-740-740
(WhatsApp)

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