Zoho One Screen Shot

Two-Day Hands-On Course

Get up and running with your Zoho products as quickly as possible.

Learn how to successfully implement your Zoho CRM and other integrated  Zoho applications. Avoid the pitfalls of poor planning and equip your team with the knowledge they need to effectively integrate your Zoho CRM with your business and sales processes.

Course Fee


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

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 setup & configuration

Day 2

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

Zoho Integrated Applications

Zoho integrated applications are available individually, in bundles, and as part of the Zoho One suite. Learn about selected Zoho applications including:

Zoho Books is the heartbeat of your operation. It is fully integrated with other Zoho applications including Zoho CRM and Zoho Projects. We will show you the power of Zoho Books as a fully integrated solution for running your business.

Zoho Campaigns powers your marketing automation to encourage your leads to make inbound calls or self-qualify as part of a comprehensive continuous communication process. We help you plan and implement your first marketing automation project.

Once the sale is made, Zoho Projects helps you manage tasks, resources, time reporting, and more to keep your project on track. We will show you Zoho Projects capabilities and help you build a standard project template in your system.

Zoho Reports is a self-service business intelligence and analytics application that allows you to create insightful dashboards and visualizations. We will review the regular financial reports and free-form analytics module included with Zoho Reports, which provides in-depth KPA analysis.