Zoho One Business Suite Certification

Module 1: Introduction to Zoho One

• Zoho One overview
• Business suite concepts
• Zoho application ecosystem
• Integrated business operations
• Platform capabilities
• Common business use cases

Module 2: Zoho One Administration

• Admin Panel overview
• Organisation setup
• User management
• Application access
• Groups and departments
• Administrative controls

Module 3: Zoho CRM Fundamentals

• CRM interface
• Leads and contacts
• Accounts
• Deals
• Sales activities
• CRM navigation

Module 4: Sales Process Management

• Lead management
• Lead qualification
• Sales pipelines
• Deal stages
• Sales activities
• Sales forecasting

Module 5: CRM Customisation

• Custom modules
• Fields and layouts
• Views and filters
• Validation rules
• Assignment rules
• CRM configuration

Module 6: Marketing with Zoho Campaigns

• Campaign management
• Contact lists
• Email campaigns
• Audience segmentation
• Campaign scheduling
• Performance tracking

Module 7: Marketing Automation

• Customer journeys
• Lead nurturing
• Lead scoring
• Behaviour tracking
• Automated campaigns
• Marketing performance

Module 8: Customer Support with Zoho Desk

• Zoho Desk overview
• Ticket management
• Support channels
• Ticket assignment
• Service workflows
• Customer support analytics

Module 9: Finance Applications Overview

• Zoho Books
• Zoho Invoice
• Zoho Expense
• Zoho Billing
• Financial workflows
• Finance application integration

Module 10: Accounting with Zoho Books

• Customers and vendors
• Sales transactions
• Purchase transactions
• Banking
• Expense tracking
• Financial reports

Module 11: Inventory and Order Management

• Zoho Inventory overview
• Items and item groups
• Sales orders
• Purchase orders
• Warehouses
• Inventory tracking

Module 12: Human Resources with Zoho People

• Employee records
• Departments
• Attendance
• Leave management
• Performance processes
• Employee self-service

Module 13: Recruitment with Zoho Recruit

• Job openings
• Candidate management
• Recruitment pipelines
• Interview management
• Offer processes
• Hiring workflows

Module 14: Project Management with Zoho Projects

• Project creation
• Tasks and milestones
• Task dependencies
• Timesheets
• Project collaboration
• Project monitoring

Module 15: Workplace and Collaboration Tools

• Zoho Mail
• Zoho WorkDrive
• Zoho Writer
• Zoho Sheet
• Zoho Meeting
• Team collaboration

Module 16: Forms and Data Collection

• Zoho Forms overview
• Form creation
• Field configuration
• Validation
• Notifications
• Application integration

Module 17: Workflow Automation

• Workflow concepts
• Trigger-based automation
• Business rules
• Automated actions
• Notifications
• Cross-application workflows

Module 18: Zoho Flow and Application Integration

• Zoho Flow overview
• Integration workflows
• Triggers and actions
• Application connections
• Data synchronisation
• Workflow monitoring

Module 19: Analytics and Business Intelligence

• Zoho Analytics overview
• Data sources
• Reports
• Dashboards
• Key performance indicators
• Business insights

Module 20: Security and Access Management

• User roles
• Profiles and permissions
• Application access
• Multi-factor authentication
• Security policies
• Access monitoring

Module 21: Business Process Optimisation

• Process mapping
• Identifying automation opportunities
• Reducing manual activities
• Connecting business functions
• Workflow optimisation
• Performance monitoring

Module 22: End-to-End Zoho One Business Operations

• Lead-to-customer workflow
• Sales-to-finance integration
• Customer support processes
• Employee and project workflows
• Business automation
• Management reporting