Zoho CRM Master Training Program

The Zoho CRM Master Training Program is a premium industry-oriented training designed to help students, sales professionals, business owners, and CRM executives master the complete functionality of Zoho CRM from foundation to advanced operational level.

This program focuses on real-world business workflows and teaches participants how companies manage leads, customers, sales pipelines, automation, reporting, customer engagement, and team collaboration using Zoho CRM.

The course follows a practical hands-on learning approach where learners work directly inside Zoho CRM through live demonstrations, workflow simulations, assignments, quizzes, and implementation-based exercises.

Course Highlights

Duration

• 5 Days
• 2 Hours Daily
• Total 10 Hours

Training Methodology

• Live Practical Demonstrations
• Industry Use Cases
• CRM Workflow Simulations
• Daily Quizzes & Assignments
• Hands-On CRM Practice
• CRM Creation

What Students Will Learn

Participants will gain practical expertise in:

• CRM fundamentals and business use cases
• Lead, Contact, Account, and Deal management
• Sales pipeline handling
• Activities management (Calls, Tasks, Meetings)
• Sales automation and workflows
• Blueprint and approval processes
• Customization and configuration
• Data management and security settings
• Email integration and customer communication
• Reporting, dashboards, and forecasting
• API and third-party integrations
• Zoho ecosystem integrations
• Mobile CRM operations
• AI-powered CRM functionalities using Zia
• Team collaboration and productivity tools

Course Outcome

By the end of the program, learners will be capable of independently operating Zoho CRM for day-to-day sales and customer management activities, automating repetitive business processes, generating business reports, managing customer engagement, and handling CRM workflows professionally in a real business environment.

Ideal For

This program is suitable for:

• Sales Representatives
• CRM Executives
• Business Development Teams
• Entrepreneurs & Business Owners
• Customer Relationship Teams
• Operations Teams
• CRM Administrators (Beginner to Intermediate)
• Students seeking CRM careers
• Professionals transitioning into sales operations

Training Approach

The curriculum is designed using a:

• 30% Theory
• 70% Practical Execution

approach to ensure students gain implementation-level understanding rather than only theoretical knowledge.

Final Deliverable

Upon successful completion, participants will:

• Complete practical CRM workflows
• Execute automation scenarios
• Build reports & dashboards
• Manage customer lifecycle professionally
• Receive completion certification
• Gain real-world CRM operational skills

Prepared by Vriksh
L&D Department | Vriksh