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Learn Essential Zoho CRM Admin Skills. Take Control of CRM!

The Zoho CRM Administrator training course teaches you how to configure users, tools and data access the right way.
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13 students
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Platform: Udemy
Video: 2h 31m
Language: English
Next start: On Demand

Table of contents


Is this you?
•Do you want to prevent unauthorised access to data?
•Do you want to make sure you stay on the right side of data privacy and compliance legislation such as GDPR?
•Do you want to avoid messages slipping through the cracks across all your channels of communication?
•Are you looking for help to extract better insights from all the data in the system?
•Do you need to connect CRM to other business applications being used across your organisation?
•Do you want the ability to programme custom functionality?
Don’t worry.  This course will take you through everything you need to know to be up and running like a pro!

Who this course is for
•Business Owners and Sales Managers who don’t have access to IT specialists 
•Business support and IT teams who needs to manage users or make changes to how Zoho CRM works in your organisation!

A few things to know about the Zoho CRM course.
•It is NOT just for IT people.  The course will cover all the essential aspects of setting up your Zoho CRM so is a perfect starter for anyone in your organisation who needs to manage and make changes to the system for users.
•This course is for all skill levels.  It’s designed to teach novice and experienced system administrators all they need to know to configure the essentials tools and services within Zoho CRM correctly.
•The course is video based  so you can learn at your convenience.  It includes over 2 hours of training content. You can go over material at your own pace.
•It’s a fraction of the cost of on-site training.  A full day basic administrator training course in a classroom can cost your organisation around £400 (~$500) or more.  This costs you a LOT less.

You will learn

✓ Managing personal settings and access security
✓ Setup user permissions and access to data
✓ Import, export, and backups
✓ Programme CRM to do more for your business
✓ Connect to other business apps in the marketplace


• You’ll need to have Admin rights and have basic understanding of what users are trying to achieve with Zoho CRM.

This course is for

• Zoho CRM Admins, Business Owners, Sales Managers
Senior Zoho consultant – Level 2 Certification in Zoho CRM.
My name is Tabish Alam, and I’m a Senior Consultant at one of the top Zoho Partners in Europe. I hold a Level 2 Certification in Zoho CRM, which is currently the highest level possible.
In my day job, I design and build Zoho CRM systems for clients across Europe. I’ve personally implemented over 60 systems for organisations of all sizes in a variety of industries, including manufacturing, distribution, professional services, IT, construction, pharmaceutical, and non-profits.
I regularly run on-site training on Zoho Apps and hear a lot of questions about Zoho CRM from users and administrators alike. In my courses, I share the answers to those questions, as well as hints and tips to make using your new CRM system simpler.
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Platform: Udemy
Video: 2h 31m
Language: English
Next start: On Demand

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