Getting your Customer Relationship Management Right: Zoho CRM Training

by Denise Hazime on October 15, 2015

Getting your Customer Relationship Management Right banner

Even the best tools are useless to your business if your employees either don’t know how to use them or won’t use them. Zoho CRM is customer relationship management software designed to manage all of your interactions with your clients, both online and off. While it doesn’t take long to learn how to use, explaining it fully to your employees will decrease the learning curve and encourage uptake of the new tool in your organization. Our Zoho Certified CRM Consultants and, where necessary, Zoho Certified Creator Application Specialists, will design and lead your company’s training initiative.

Get Zoho Training Customized for Your Business

At UpCurve Cloud, training means much more than a PDF or website explaining how to use Zoho CRM. We go deep into your business model, suggest integrations with other business systems, and in many cases we can implement these integrations. Then, we customize training modules to speak to different levels of users in your organization. Some examples of what we can do are:

Train-the-Trainer Training

In a larger organization, it may be necessary to train a select group of Zoho CRM super users, who can then act as evangelists and ad-hoc trainers within the organization. People in this group may be sales managers, executives, and IT managers. In a large organization, they can then turn around and give general training customized to your business, or sit in on our presentations and be introduced as in-house Zoho CRM experts. This approach allows for your team leads to show off the power of Zoho CRM with improved efficiencies in real-world examples that they can show to the rest of the organization. It also allows for team leads to ask specific questions for how their department can use Zoho CRM and get answers that are relevant to their own business unit, which they can then pass on to their department.

Administrator Training

Your IT personnel may need to learn how to use any custom integrations that we’ve incorporated into Zoho CRM for you, or just have questions about the back end of the system. Separate the tech talk from the front-end user training and keep regular users from getting confused.

General Training

Our general training for end users is highly simplified, but still customized to your company’s needs for the best results.


Choose the Delivery Style that Fits Your Business

We offer three options for training; at your business, in our Los Angeles offices, or virtually through Google Hangouts video-conferencing. All completely personalized for your business. And you don’t have to choose one or the other – have a Train-the-Trainer workshop at our offices and present general training through Google Hangouts – we’ll design the delivery model that works best for you. A typical record in Zoho CRM:

 Record in Zoho CRM

Google Hangouts on Air Videoconferencing

UpCurve Cloud doesn’t just offer Zoho CRM – we are also Google Apps for Work Premier Partner, complete with Certified Google Educators on staff. This means that we can leverage the power of Google Hangouts On Air to broadcast video webinars to your entire organization, or a select group of users who can chat on video in real time. Google Hangouts gives you the “being there” vibe without costly videoconferencing equipment, software, or setup. Anyone with a Gmail account or phone number can join a Google Hangout and replay recordings from it later on.

Google Hangouts transforms webinars from theGoogle Hangouts transforms webinars from the static, plodding things we are used to on other platforms into entertaining, interactive meetings where everyone’s voice is heard and everyone’s face is seen.

Hangouts on Air

Google Hangouts transforms webinars from the static, plodding things we are used to on other platforms into entertaining, interactive meetings where everyone’s voice is heard and everyone’s face is seen – with controls available to mute participants and turn off video cameras for an experience everyone is comfortable with.

Training at Your Location

If your business is willing to provide transportation, we will come out to your facility anywhere in North America to train your staff in person. A full program will be designed with you in advance so our time onsite is put to the best use.

Come in to our L.A. Office

Office Map

Our office in the Palms area of Los Angeles, California is very accessible to any business in the greater L.A. area. Only smaller groups can be accommodated in our offices. Contact UpCurve Cloud today to find out more about how Zoho CRM can transform your organization and one of the items that sets us apart from other resellers – white glove training that takes your business needs into account.

Start a Google G Suite Trial

With your Google G Suite account, you’ll have access to email, video conferences, online storage, and other business tools. With UpCurve Cloud you get personalized and prompt service from a Google certified sales engineer, during your 2 week trial at no additional cost.

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PRODUCTS: G Suite by Google Cloud Zoho CRM