Zoho CRM User Training - Perth
Get ready to level up your Zoho CRM skills at our in-person user training session!
Date and time
Location
Saint Georges Terrace
Saint Georges Terrace Perth, WA 6000 AustraliaRefund Policy
Agenda
9:00 AM - 9:15 AM
Welcome & Introductions
9:15 AM - 10:30 AM
Module 1: Zoho CRM Overview & Navigation
10:30 AM - 10:45 AM
Morning Break
10:45 AM - 12:15 PM
Module 2: Managing Leads, Contacts & Accounts
12:15 PM - 1:00 PM
Lunch Break
1:00 PM - 2:15 PM
Module 3: Deals, Activities & Pipeline Management
2:15 PM - 2:30 PM
Afternoon Break
2:30 PM - 3:30 PM
Module 4: Reports, Dashboards & Search Functions
3:30 PM - 4:30 PM
Module 5: Customisation & Automation Basics
4:30 PM - 5:00 PM
Wrap-Up & Q&A
5:00 PM - 6:30 PM
Business Networking
About this event
- Event lasts 8 hours
This full-day, in-person training session provides a comprehensive introduction to using Zoho CRM effectively across sales, marketing, and customer service teams. Designed for new users or those looking to get more value from their CRM, the session combines practical demonstrations, real-time exercises, and expert guidance.
The training covers the core modules of Zoho CRM, including Leads, Contacts, Accounts, Deals, and Activities, and introduces participants to reporting, dashboards, and basic automation. The course is delivered in a structured format with clear learning outcomes, ensuring users walk away with the confidence and knowledge to manage daily CRM tasks efficiently.
Participants will also benefit from custom tips relevant to their organisation’s use of the CRM, with time allocated for specific questions and workflow discussions.
Key Outcomes:
- Confident navigation of the Zoho CRM interface
- Understanding of how to manage customer data effectively
- Ability to track leads, manage deals, and schedule activities
- Knowledge of reporting tools and dashboard creation
- Introduction to automation for improved efficiency
- Insights into customisation and user-specific workflows
Delivery Format:
- Duration: 7 hours
- Format: In-person, instructor-led
- Location: Customer’s site
- Includes: Live demonstrations, hands-on exercises, printed/digital materials, Q&A, and post-training support
- Followed by a networking session (optional)
Frequently asked questions
Zoho CRM is a customer relationship management platform used to manage sales, marketing, support, and inventory in a single system.
This training is for sales reps, marketing staff, customer service teams, and administrators who will be using Zoho CRM regularly.
No prior experience is required. This training covers the basics and builds up to more advanced usage.
Please bring a laptop with access to your Zoho CRM account. If you don’t have access, we’ll provide a demo account.
Yes, all participants will receive a digital copy of the training slides and quick reference guides.
Training will cover: Leads and Contacts, Accounts and Deals, Activities (Tasks, Events, Calls), Dashboards and Reports, Workflow Automation (basic overview), Custom Views and Filters, Notes and Attachments
Yes. There will be time allocated during the session for specific use cases or challenges.
Basic automation and field customisation will be covered. Advanced automation and workflows may be addressed in a follow-up session if needed.
Typically, the session runs for 7 hours, including two short breaks and a lunch break.
Yes, a short overview of the mobile app will be included towards the end of the session.
Post-training support can be provided via email or a follow-up Zoom call if required.
As this is an in-person session, recordings are not provided. However, we can offer a recorded summary or supplementary videos upon request.
Organized by
Streamline Skills (Wisdomtree Holdings Pty Ltd) has been helping businesses improve their CRM systems and workflows since 2013. We specialise in Zoho CRM consulting, training, and automation to boost efficiency and reduce manual work. Our team focuses on practical, tailored solutions that deliver real results.