Master Your Business Systems
High-quality training materials, instructional videos & step-by step user guides to help you & your team master Zoho.
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“43% of CRM customers use less than half of the available features” – Salesloft.com
Effective training is the key to success
Get step by step instructions on how to maximise the powerful Zoho software you have at your fingertips – all for an affordable flat-rate monthly fee.
Bronze Zoho Training Course
The Bronze level of the training vault is a comprehensive introduction to the basic functionality of Zoho CRM. It covers everything that any new user will need to know.
Grasp the basics
Get guided through the fundamentals with step by step instructional videos.
Visual Learning
With training videos and written steps, you learn the way that best suits you.
Always accessible
Access our online training from any device, any place, any time.
Sliver Zoho Training Course
The Silver level of the vault contains all the training you need to master the Inventory Modules, including Products/Services, Quotes, Invoices, Purchase Orders, Sales Orders, Vendors & Pricebooks.
Get Up To Speed
Ensure best practices are being adopted across your team.
Reduce Admin Burdon
Learn how to process your Quotes & Invoices in record time.
Effective Follow-Up
Never let a deal slip through the net or a invoice go unpaid.
Gold Zoho Training Course
The Gold level of the training vault has been designed to teach you how to maximise, manage and update Zoho CRM as your business grows and it’s requirement change.
Master the Structure
We’ll walk through the back-end step by step to master fields, layouts & rules.
Automate Workflows
With training videos and written steps, you learn the way that best suits you.
Comprehensive Reporting
Run quick and easy reports for a 360 degree view of your business.
Choose your Online Training Vault Membership
Select your membership level and sign up to access the training immediately.
Bronze Package
For Zoho CRM
- 100+ Videos & User Guides
- Account & Homepage Setup
- Managing your User Settings
- Lead Tracking & Conversion
- Managing your Accounts
- Looking after your Contacts
- Tracking your Deals
- Database Segmentation
- Activity Management
- Document Manager
- Record Searching
- Email Templates
Silver Package
For Zoho CRM
- + Includes all features of Bronze Package, plus:
- Track & Manage Marketing Campaigns
- Manage your Products & Services
- Raising Quotes & Invoices
- Customer Service Cases & Solutions
- Build up your Intellectual Property
- Accounting Integration Options
- Sending Purchase & Sales Orders
Gold Package
For Zoho CRM
- + Includes all features of Silver Package, plus:
- Admin Account Management
- Creating & Updating Fields
- Rearranging Module Layouts
- User Set-Up – Profiles & Roles
- Custom Module Creation
- Website Integration & Forms
- Create & Manage Email Templates
- Mail Merge & Label Options
- Importing & Exporting Data
- + A whole lot more value
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