MarksGroupLive.com Training Classes

Training Classes - 100 (General User Series)

TMGZC-101: Basic Setup

In this class, we will review Basic User Setup and Navigation in Zoho.

What you will learn:

  • Update your personal settings
  • Review main menu modules
  • Overview of menu navigation
  • Navigation tips for views
  • Utilize advanced filters to find the exact data you’re looking for

TMGZC-102: CRM Fundamentals – Campaigns to Deals + Campaigns/Leads + Deals/Accounts/Contacts

In this class, we will talk about “CRM 101” and walk through the general process of taking a record from a campaign to a deal.

What you will learn:

  • What campaigns are and how to use them
  • Follow a record from a lead to a deal and see how campaigns integrate
  • Contacts overview
  • Accounts overview
  • Winning and losing deals
  • Measuring marketing effectiveness

TMGZC-103: Focus on Campaigns/Leads

n this class, we will review Basic User Setup and Navigation in Zoho.

What you will learn:

  • Update your personal settings
  • Review main menu modules
  • Overview of menu navigation
  • Navigation tips for views
  • Utilize advanced filters to find the exact data you’re looking for

TMGZC-105: Activities – Best Practices

In this class, we will review the activities module and best practices for creating and managing activities.
What you will learn:

  • The different types of activities and how they are best used
  • How to create an activity and associate it with a record
  • How to set up notifications and reminders for an activity

TMGZC-106: Reports and Dashboard

In this class, we will review the various ways you can review your data in Zoho CRM by running reports and viewing dashboards.

TMGZC-108: Using Mail Merge

In this class we will discuss using mail merge in Zoho CRM.

TMGZC-109: Import/Export Data, Duplicate Data

In this class, we will review how to navigate data in Zoho CRM.

What you will learn:

  • In this class, we will review importing and exporting as well as deduplicating data.
    What you will learn:
  • How to import data for any module
  • How to export data from any module
  • How to use zoho sheet view to import or update data
  • View example imports/exports of data
    How to duplicate data

TMGZC-110: Canvas/View adjustments/Home page

In this class we will learn how to customize different views in Zoho CRM, so you can have an effective and efficient workflow.

TMGZC-111: Customer Support – Cases & Solutions

In this class you will learn how to efficiently navigate Zoho Customer support using real life examples.

TMGZC-112: Inventory Management – Quotes/Invoices/Products/Pricebooks

In this class, we will discuss Inventory Management in Zoho and the modules associated with it. This is the first part of a 2part course.

  • What you will learn:
  • Overview of the products and pricebooks modules
  • How to add vendors
  • Manage purchase orders
  • Manage sales orders
  • Overview of the quotes module
  • Overview of the invoices module
  • Create and manage inventory templates

TMGZC-114: Chat/Smart Chat/Help/Zia/AskZia

In this class, we will discuss Zia, Zoho’s artificial intelligence feature as well as chat and help options for your team.

TMGZC-115: Motivator + forecasts

In this class, we will discuss Motivator, Zoho’s gaming piece to get your team well-versed in Zoho.  We will also discuss forecasting in this class.

Training Classes - 200 (Admin User Series)

TMGZC-201: Module/Field Customization (Part 1)

This two-part class will focus on module and field customization options. Part 1 will focus on modules. Please note that administrator privileges are required to follow along.
What you will learn:

  • Access module and field customization options
  • Create a custom module and set its permissions
  • Organize your modules
  • Create a layout for a module
  • Sections overview

TMGZC-202: Module/Field Customization (Part 2)

This two-part class will focus on module and field customization options. Part 2 will focus on fields. Please note that administrator privileges are required to follow along.
What you will learn:

  • Available field types
  • Add custom and out-of-the-box fields to a module
  • Modify field properties
  • Subforms overview

TMGZC-203: Basic Workflow Rules (Different use cases & examples)

In this class we review how to set up a basic automated workflow in Zoho CRM.

TMGZC-204: Advanced Workflow (Part 1)

In this class, we will review workflows in more detail and dive into advanced workflow techniques. Part 1 will focus on the different types of workflow rules and we will explain why and how to utilize each.
What you will learn:

  • Why and how to use layout rules
  • Why and how to use scoring rules
  • Why and how to use validation rules
  • Why and how to use assignment rules

TMGZC-205: Advanced Workflow: (Part 2)

In this class, we will review workflows in more detail and dive into advanced workflow techniques. Part 2 will focus on a few additional types of workflow rules and schedules.
What you will learn:

  • Why and how to use approval rules & processes
  • Why and how to use case escalation rules
  • Schedules and functions

TMGZC-206: Blueprints

In this class, we will discuss blueprints in Zoho and how they can guide your users through your sales process.
What you will learn:

  • What is a blueprint and why should I use one?
  • Dissecting a blueprint: the components that make up a blueprint
  • Create or edit a blueprint
  • View a completed blueprint
  • Blueprint limitations

TMGZC-207: Users and Control

In this class, we will discuss the “Users and Control” section of the Zoho setup page.
What you will learn:

  • Add a new user
  • Manage existing users
  • Create user groups
  • Create new security profiles and manage their roles

TMGZC-208: Web Forms

In this class, we will review web forms and discuss the situations in which web forms can be useful.
What you will learn:

  • How to create a web form
  • Web form options
  • Web form limitations
  • How to embed a web form on your site

TMGZC-209: Data Administration

In this class, we will review the data administration portion of the setup page in Zoho.

What you will learn:

  • Import data from another CRM system
  • Export data from a specific module
  • Evaluate your system storage
  • Restore or permanently delete data from the recycle bin
  • Review audit log

TMGZC-210: Admin Class: Zoho Products Overview

In this class, we will discuss other products in the Zoho portfolio that can provide additional functionality to Zoho CRM.

What you will learn:

  •  Zoho Campaigns
  • Sales IQ
  •  Zoho Books
  • Zoho Sign

TMGZC-211: Client Portal

In this class we will discuss best practices when using the client portal, so you are able to maximize your business.

TMGZC-212: Extensions and Plugins (Admin User Series)

In this class you will learn how to integrate third party plugins to you Zoho CRM experience.

TMGZC-213: CRM Variables

In this class you will learn to build customizable variable modules that can be widely used and integrated into your Zoho CRM experience.

TMGZC-214: Advanced setup: phone bridge, social media, texting enable

In this class you will learn to integrate your social media, phone and texting with your Zoho CRM.

TMGZC-215 Admin Class: Zoho Books Pt. 1

In this class, we will dive into Zoho Books, the accounting package in the Zoho suite of products.

What you will learn:

  • Initial setup (Items, Chart of Accounts, Banking)
  • Managing customers and invoices
  • Working with expenses

TMGZC-216 Admin Class: Zoho Books Pt. 2

In this class, we will continue our review of Zoho Books, the accounting package in the Zoho suite of products.

What you will learn:

  • Vendors, Purchase Orders and Bills
  • Projects and Timesheet
  • Reconciling
  • Reports

TMGZC-217 Admin Class: Zoho Campaigns

In this class we will review Zoho Campaigns, the email marketing application of Zoho.

What you will learn:

  • Configuring Mailing Lists (CRM sync, List Segments, Opt-in forms)
  • Managing Senders and Verifying your domain
  • Creating Email Campaigns (Templates, HTML Editor, Themes, Merge Tags)
  • Autoresponders
  • Campaign Reports

TMGZC-218 Admin Class: Zoho Projects

In this class, we will continue our review of Zoho Projects, the projects application of Zoho.

What you will learn:

  • Setting up a project
  • Managing projects through project dashboards
  • Setting up a project template
  • Setting up project tasks and milestones
  • Project Reporting

TMGZC-219 Admin Class: Zoho Sales IQ

In this class we will review Zoho Sales IQ, the website analytics and online chat application within the Zoho suite.

What you will learn:

  • Setting up the chat widget and configuring the chat window
  • Configuring response messages for the chat widget
  • Viewing online visitors, options for connecting with your site visitors