Course Code: zohocrmforadmincustom
Duration: 7 hours
Overview:

Format of the Course

  • Remote Instructor Led Training
  • Role Playing
  • Application of Ideas
  • Return Demonstration and Actual Delivery of Ideas in Public Forum
Course Outline:

Activity

Description

Time

Settling Down and Preparation Formalities

Preparation of Material, settling down of Participant, and Checking of connectivity.

8:00 AM - 8:30 AM

Module 1: ZOHO CRM: A Revisiting

Revisiting of the technological capabilities of ZOHO and its impact to sales and lead generation.

8:30 AM – 9:30 AM

Activity 1: Rebus Puzzle

A mind enhancing exercise to start the day

9:30 AM – 10:00 AM

First Break: 10:00 AM to 10:15 AM

Module 2: Personalization and maximization of ZOHO Platform

Additional techniques in maximizing the use of ZOHO CRM especially in personalizing the view of data as well as its importance in efficient lead analysis

10:15 AM – 12:00 PM

Activity 2: Practice of new skills and techniques

Practice of new techniques and ideas.

11:15 AM – 12:00 PM

Lunch 12:00 PM to 1:00 PM

Module 3: Analytics and Technology in Sales

Evaluation of Data and Trends to maximize sales. Introduction to analytical tools that will identify the strengths and weaknesses of leads.

1:00 PM -2:00 PM

Activity 3: Hands on activity

Participants will be exposed to different scenarios in data analysis of sales.

2:00 PM - 3:00 PM

(30 Minutes Preparation, 30 Minutes delivery)

2nd Break: 3:00 PM – 3:15 PM

Module 4: Beyond Technology: Revisiting Soft Skills for Boosting Sales and Output

Session will focus on the necessary soft skills needed by the team in reaching sales goals and output

3:15 PM to 3:45 PM

Final Synthesis and Assignment Delivery

Summary of sessions, open forum and other pertinent discussions.

3:45 PM to 4:00 PM