Zoho One Two-Day Hands-On Course

Zoho One Screen Shot

Get up and running with Zoho One as quickly as possible

Learn how to successfully implement your Zoho CRM and other integrated Zoho One applications. 

Avoid the pitfalls of poor planning and equip your team with the knowledge they need to effectively integrate your Zoho One system with your sales and business processes.

Understand the opportunities to improve your business processes, standardize Sales stages, optimize Lead qualification, and manage by exception with workflow automation and automated reporting. 


Delivered Tuesday & Wednesday in Toronto, Ottawa, Montreal, Belleville, Kingston, and Trenton.

Can be on-site for a minimum of 5 people

Course Fee

  • $1,195 per attendee
  • Minimum 5 people

Led by experienced Zoho Business Consultants with expertise in Sales, Sales Management, Marketing Automation,  and Business Process Design

Course Contents

The course features presentations, class discussions, and hands-on sessions where you will learn how to control and manage your Zoho system.

Day 1

  1. Why CRM? Identifying your main objectives and the implications of those objectives
    Hands-on: Basic system setup, users  & options
  2. Avoiding data and intellectual property theft
    Hands-on: Security setup
  3. Supporting your business process with your CRM modules
    Hands-on: Process design & module customization
  4. Supporting your sales process
    Hands-on: Sales process design & implementation
  5. The power of system administration
    Hands-on: System administration customization & configuration

Day 2

  1. Learn about the capabilities and advantages of other integrated Zoho applications you are planning to implement
  2. The power of workflow automation to provide additional value and coordination.
    Hands-on: Workflow creation
  3. The power of other automation options
    Hands-on: Approval process design
  4. Proactive exception management real time KPI reporting
    Hands-on: KPI setup & reporting
  5. Next steps discussion