Zoho Training & Zoho Courses

Zoho Desk is a robust customer support software solution that simplifies your help desk operations, allowing your team to provide exceptional customer service and resolve issues effectively. Our Zoho Desk training course will equip your team with the knowledge and skills to make the most of this platform.

In our Zoho Desk course, we cover topics such as:

• Navigating the Zoho Desk interface
• Setting up and managing email, chat, and social channels
• Creating and organising departments and teams
• Managing tickets and automating ticket assignment
• Customising ticket views, fields, and layouts
• Utilising response templates and macros to speed up ticket resolution
• Configuring SLAs, escalations, and notifications
• Generating reports and dashboards to monitor help desk performance
• Integrating Zoho Desk with other Zoho applications and third-party tools

By the end of the Zoho Desk training course, your team will be prepared to streamline support operations, enhance customer satisfaction, and contribute to the success of your business.

As with our other courses, the Zoho Desk training can be tailored to different user levels, offering End User Training, Admin User Training, and Train the Trainer options to suit your specific requirements best.

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Zoho Analytics is a powerful business intelligence and data visualisation tool that enables your team to gain valuable insights from your company’s data, helping you make informed decisions and drive business growth. Our Zoho Analytics training course is designed to give your team the knowledge and skills needed to harness this platform effectively.

In our Zoho Analytics training, we cover topics such as:

• Navigating the Zoho Analytics interface
• Importing and syncing data from various sources
• Cleaning, transforming, and preparing data for analysis
• Creating custom tables, charts, and dashboards
• Utilising built-in functions and formulas for advanced data analysis
• Sharing and collaborating on reports and dashboards
• Scheduling data imports, reports, and alerts
• Integrating Zoho Analytics with other Zoho applications and third-party tools

By the end of the Zoho Analytics training course, your team will be equipped to uncover hidden patterns, trends, and insights within your data, enhancing decision-making processes and contributing to the success of your business.

As with our other courses, the Zoho Analytics training can be tailored to different user levels, offering End User Training, Admin User Training, and Train the Trainer options to suit your specific needs best.

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Zoho CRM Plus is an all-in-one customer engagement suite and a comprehensive Customer Experience Management (CXM) solution that combines multiple Zoho applications, including Zoho CRM, Zoho Desk, Zoho Campaigns, and Zoho Social, among others. This unified platform empowers your team to streamline sales, marketing, and support activities while providing a seamless customer experience across all touchpoints. It offers organisations the core software and platform needed to implement their CX transition effectively. Our Zoho CRM Plus training course is designed to give your team the knowledge and skills to make the most of this comprehensive solution.

In our Zoho CRM Plus training, we cover topics such as:

• Navigating the Zoho CRM Plus interface and understanding the integrated applications
• Managing leads, contacts, accounts, and deals across various modules
• Creating and executing targeted marketing campaigns
• Monitoring and responding to customer interactions on social media
• Providing exceptional customer support through Zoho Desk
• Customising modules, fields, and layouts to suit your business needs
• Utilising advanced automation features and workflows
• Generating reports and dashboards for data-driven decision-making
• Integrating Zoho CRM Plus with other Zoho applications and third-party tools

By the end of the Zoho CRM Plus training course, your team will be equipped to maximise the potential of the integrated Zoho applications, enhancing productivity, customer engagement, and overall business success.

As with our other courses, the Zoho CRM Plus training can be tailored to different user levels, offering End User Training, Admin User Training, and Train the Trainer options to suit your needs best.

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Given the extensive range of applications available in the Zoho One bundle and the unique requirements of customised and bespoke training courses, our approach to designing these programmes is highly collaborative. We recognise that each organisation’s needs and objectives are different, so we work closely with you to develop a training plan that addresses your specific goals and maximises the potential of the Zoho suite.
Our tailored Zoho One training and bespoke training courses testify to our commitment to delivering genuinely personalised training solutions. By engaging directly with your team and understanding your unique requirements, we create a learning experience that empowers your employees to unlock the full potential of Zoho applications.
To begin crafting your customised Zoho One training or bespoke training programme, don’t hesitate to contact us. Our dedicated training team is ready to collaborate with you, explore your specific needs, and develop a comprehensive plan that sets your organisation on the path to success.

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End User

Our End User Training is designed for employees using Zoho applications as part of their day-to-day work. The primary goal of this training option is to equip your team members with the essential knowledge and skills required to effectively navigate and utilise the features and functionalities of Zoho applications relevant to their roles.

As each implementation of Zoho products within an organisation is unique, the exact details and structure of our End User Training can vary. We always tailor and customise our training to suit your organisation’s specific setup and own production system, ensuring that your team receives the most relevant and practical guidance.

In the End User Training, we cover topics such as:

• Understanding the primary interface and layout of the Zoho applications
• Navigating through various modules and features
• Creating, managing, and updating records (e.g., leads, contacts, accounts, and deals)
• Utilising built-in tools for communication and collaboration (e.g., email, chat, and shared documents)
• Tracking and managing tasks, events, and activities
• Accessing and using pre-built reports and dashboards
• Adhering to best practices and workflows specific to your organisation

By the end of the End User Training, your team members will have a solid foundation in using Zoho applications, enabling them to be more efficient and effective in their roles. This training option ensures that your team gains the practical skills needed to make the most of the Zoho suite, contributing to the overall success of your business.

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Admin Training

Our Admin User Training is tailored for administrators, managers, and power users responsible for configuring, customising, and maintaining Zoho applications within your organisation. This training option delves deeper into the advanced features and functionalities of Zoho applications, equipping your team members with the expertise required to optimise the applications to suit your unique business processes and requirements.

As each implementation of Zoho products within an organisation is unique, the exact details and structure of our Admin User Training can vary. We always tailor and customise our training to suit your organisation’s specific setup and own production system, ensuring that your team receives the most relevant and practical guidance.

In the Admin User Training, we cover topics such as:

• Understanding advanced features and capabilities of Zoho applications
• Configuring and customising modules, fields, and layouts
• Setting up and managing user roles, profiles, and permissions
• Implementing automation features such as workflows, blueprints, and approval processes
• Integrating Zoho applications and with third-party tools
• Ensuring data security, compliance, and backup policies
• Troubleshooting common issues and providing support to end users
• Generating custom reports, dashboards, and visualisations for data-driven decision-making
• Utilising best practices for efficient system administration and management

By the end of the Admin User Training, your team members will be proficient in configuring and maintaining Zoho applications, empowering them to drive organisational efficiency, streamline processes, and optimise performance. This training option ensures that your administrators and power users are well-equipped to manage and customise the Zoho suite in a way that best supports your business objectives.

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Train the Trainer Training

Our Train the Trainer option is designed for designated staff members responsible for providing internal training on Zoho applications within your organisation. This approach enables you to foster a culture of continuous learning and improvement, as your in-house trainers can share their expertise and insights with the rest of the team.

As with our other training options, we understand that each implementation of Zoho products within an organisation is unique. Therefore, our Train the Trainer programme is tailored and customised to your organisation’s specific setup and own production system, ensuring that your designated trainers receive the most relevant and practical guidance.

In the Train the Trainer programme, we cover topics such as:

• Mastering the features and functionalities of Zoho applications at an advanced level
• Understanding the unique aspects of your organisation’s Zoho implementation
• Developing effective training materials and resources for your team
• Employing teaching techniques and strategies to facilitate learning and engagement
• Providing hands-on, practical guidance and support to team members
• Adapting training content to address the specific needs and goals of your organisation
• Evaluating the effectiveness of training sessions and making continuous improvements

By the end of the Train the Trainer programme, your designated staff members will be well-equipped to provide comprehensive and tailored internal training on Zoho applications, ensuring that your team remains up-to-date with the latest features and best practices.

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