Training

We know that one size doesn’t fit all businesses. We also understand you spend most of your time wearing many hats and running your company, which doesn’t leave much time for anything else – including the growing pains of learning a new customer relationship management (CRM) system.

Technology doesn’t have to be complicated. Let us streamline the transition with training and support from our CRM software experts.

“Be More Efficient and Effective.”

Current Course List

  • Basic Training – How to use CRM
  • Customization – Adding Fields, Drop Downs, Editing Layouts and Dashboards, Reports
  • Database Administration – Installation, Configuration, Adding Users, Setting up Sync, Limited Access, Integration
  • E-Marketing – Customizing Templates, Sending Marketing Blasts, Tracking Results, Assigning Leads, Following-Up!

Dedicated Training

  • Location: Online, Onsite or Offsite
  • Format: 1-On-1 or Team using Client Database

Books

  • Zoho User Guide
  • Zoho Administrators Guide