Excellium Academy
Master Zoho CRM. Manage Your Sales & Customers Smarter.
Whether you’re managing your organization’s sales activities or supporting multiple clients, getting the most out of Zoho CRM requires more than knowing where the menus are; it requires understanding how the platform supports real sales, customer engagement and relationship management workflows. Guided by consultants with practical implementation experience, learn how to configure the CRM correctly, manage leads and opportunities effectively, automate routine sales processes, improve customer engagement and gain meaningful insights into sales performance.
TRAINING DETAILS
Programme Overview
Date
15th October (Onsite) / 21st October (Virtual)
Format
Virtual Instructor-Led & Onsite Workshop
Fees
₦150,000 Virtual / ₦250,000 Onsite
Venue
Excellium Business Limited, Magodo, Lagos
- Availability: Limited seats remaining
About the Programme
Learn Zoho CRM Through Real Customer & Sales Workflows
Rather than focusing on isolated CRM features, this practical two-day programme follows the complete customer lifecycle—from lead capture and qualification to opportunity management, customer conversion, follow-up, reporting and automation.
The programme combines CRM best practices with hands-on application inside Zoho CRM, helping participants understand not only how the platform works, but how to use it effectively within real sales and customer management operations.
Who It's For
Designed for Professionals Responsible for Sales, Customer Relationships & Business Development
Whether you’re new to Zoho CRM or looking to improve how your organization manages customers and sales activities, this programme equips participants with practical skills they can apply immediately.
- Sales Representatives
- Sales Managers
- Business Development Officers
- Customer Relationship Officers
- Marketing Teams
- Sales & Marketing Managers
- Business Owners
- Account Managers
- Customer Success Teams
- Organizations implementing or currently using Zoho CRM
What You'll Learn
Build the Skills to Manage Your Complete Customer Lifecycle
- Capture & Manage Leads
Learn how to capture, organize, qualify and manage leads effectively.
Key Outcome
A structured lead management process that reduces missed opportunities.
- Manage Opportunities & Sales Pipelines
Track prospects from initial interest through negotiation and closing.
Key Outcome
Better visibility into sales activities, deal progress and expected revenue.
- Build a 360° Customer View
Maintain complete customer information, interactions, activities and communication history in one place.
Key Outcome
Improved customer relationships and easier access to customer information.
- Automate Routine Sales Activities
Use workflows, notifications, assignment rules and automation to reduce repetitive tasks.
Key Outcome
Less manual follow-up and more consistent sales processes.
- Improve Team Productivity
Manage tasks, calls, meetings and follow-ups directly within CRM.
Key Outcome
Better accountability and fewer missed customer follow-ups.
- Generate Real-Time Sales Insights
Use dashboards and reports to monitor leads, opportunities, sales performance and team activities.
Key Outcome
Real-time visibility to support better management decisions.
Course Content
A Practical Journey Through the Complete Customer Lifecycle
- CRM Fundamentals & System Setup
- Navigating the Zoho CRM interface
- Understanding Modules, Records and Fields
- Understanding Leads, Contacts, Accounts and Deals
- Setting up users, roles and profiles
- Understanding data security and access
- Lead Management & Qualification
- Creating and importing leads
- Capturing leads from different sources
- Assigning and qualifying leads
- Converting qualified leads
- Managing duplicate records
- Customer & Account Management
- Creating and managing Contacts and Accounts
- Understanding Contact–Account relationships
- Recording customer interactions
- Managing activities and follow-ups
- Building a complete customer profile
- Sales Pipeline & Deal Management
- Creating and managing Deals
- Understanding sales stages
- Recording deal values and closing dates
- Managing products and services within deals
- Tracking won, lost and pipeline forecasting
- Activities, Follow-Ups & Productivity
- Creating Tasks, Calls and Meetings
- Setting reminders
- Managing activities from customer records
- Tracking completed and overdue activities
- Reports & Dashboards
- Understanding standard and custom CRM reports
- Lead and conversion reports
- Sales pipeline and performance reports
- Creating dashboards and monitoring KPIs
Programme Schedule
Two Days of Practical, Structured Learning
Day 1
Build a strong foundation and learn the complete lead-to-opportunity process.
10:00 – 11:00 AM
Introduction & Zoho CRM Overview
- Welcome, introductions and training expectations
- What is CRM and understanding the customer lifecycle
- Navigating Zoho CRM; Modules, Records and Fields
- Understanding Leads, Contacts, Accounts and Deals
11:00 AM – 12:00 PM
CRM Setup, Users & Customer Data
- Users, roles, profiles and basic security
- Creating and managing Leads, Contacts and Accounts
- Importing customer data; managing duplicates
12:00 – 12:30 PM
Lunch Break (30 minutes)
12:30 – 1:30 PM
Lead Management & Qualification
- Lead sources, capture and assignment
- Qualification process and follow-ups
- Converting leads; hands-on conversion exercise
1:30 – 3:00 PM
Sales Pipeline & Deal Management
- Creating Deals and understanding sales stages
- Managing deal values, closing dates and activities
- Practical sales pipeline exercise
Day 2
Manage customer relationships, automate processes and make data-driven decisions.
10:00 – 11:00 AM
Activities, Follow-Ups & Customer Management
- Creating Tasks, Calls and Meetings; setting reminders
- Managing overdue activities; notes and attachments
- Practical customer management exercise
11:00 AM – 12:00 PM
Reports, Dashboards & Sales Performance
- CRM reports and custom reports
- Lead conversion, pipeline and performance reports
- Creating dashboards; monitoring KPIs
12:00 – 12:30 PM
Lunch Break (30 minutes)
12:30 – 1:30 PM
Final Practical Case Study
- Complete real-world scenario: lead → qualification → conversion → deal closure → reporting
- Trainer-guided review and feedback
1:30 – 3:00 PM
Wrap-Up & Certificate Issuance
- Programme review, key takeaways and Q&A
- Common CRM mistakes to avoid; next steps
- Certificate of Completion issuance
After the Programme
What You'll Be Able to Do with Confidence
- Navigate and use Zoho CRM effectively
- Create and manage leads, contacts and accounts
- Qualify and convert leads with confidence
- Manage opportunities through a sales pipeline
- Track sales activities and customer interactions
- Schedule tasks, calls and meetings
- Maintain a complete customer history
- Create reports and management dashboards
- Apply Zoho CRM to real business sales processes
Your Instructors
Learn from Consultants with Practical Implementation Experience
Training is delivered by experienced consultants from Excellium Business Limited, a business technology partner specializing in the implementation, customization and support of Zoho business applications for organizations across multiple industries.
Our facilitators combine product knowledge with practical implementation experience, ensuring that every session focuses on real business processes, practical exercises and hands-on CRM usage rather than generic software demonstrations.
Lead Facilitator
To Be Announced
Before You Attend
Come Prepared to Learn Hands-On
To get the most from this practical, instructor-led training, participants should have the following ready.
- A laptop or desktop computer (Windows or macOS)
- A reliable internet connection for virtual participants
- Access to an active Zoho CRM account or trial account
- Basic understanding of sales or customer relationship processes is beneficial but not mandatory
Programme Information
Choose the Learning Format That Works for You
We offer flexible virtual and onsite options tailored to your personal schedule or corporate requirements.
Virtual Instructor-Led Training
Participate remotely through an interactive, live instructor-led digital workshop environment.
- Date: 21st October, 2026
- Fee: ₦150,000
Onsite Classroom Workshop
Join us at our fully equipped training facility in Lagos. Corporate onsite deliveries available on request.
- Date: 15th October, 2026.
- Fee: ₦250,000
- Venue: Excellium Business Limited, Magodo, Lagos
Available Seats & Deadlines
Seats are strictly limited to ensure practical interaction and personalized learning. Registration Deadline: TBA.
FAQs
Questions About the Zoho CRM Training?
Do I need prior sales or CRM experience?
Basic understanding of sales or customer relationship processes is beneficial, but the programme is designed to guide participants through Zoho CRM step-by-step, from lead capture to reporting.
Is this training suitable for organizations already using Zoho CRM?
Yes. The programme is valuable for both new users and organizations already using Zoho CRM who want their team to become more confident and productive with the platform.
Will I receive a certificate?
Yes. Participants who complete the two-day programme will receive an official Excellium Academy Certificate of Completion.
Is the training practical?
Absolutely. This is a hands-on, scenario-based course built around real sales and customer workflows, including a final practical case study covering the complete customer lifecycle.
Can my organization arrange private corporate training?
Yes. Excellium Academy designs tailored corporate training programmes delivered onsite or virtually, aligned to your team’s sales processes.
How do I confirm my registration
Payments can be made via bank transfer to Excellium Business Limited. Bank account details and payment instructions will be provided automatically upon successful submission of the registration form.
Need More Information?
Speak with the Excellium Academy Team
Our admissions and learning coordinators are always available to help answer operational questions, register team groups, or design bespoke corporate training options for your business.
Training Coordinator
Excellium Academy
Ready to Master Zoho CRM?
Build the practical skills to manage your sales and customer relationships with confidence, automate routine processes, and unlock the full capabilities of Zoho CRM.