What Are The Best Ways To Learn Zoho?
Where do you turn to learn Zoho?
Learning how to use a new tool, app, system or anything technical can be quite daunting. Often it can take a generous dollop of time, a pan full of (unanswered) questions, mixed in with a dash of frustration and a spoon full of sugar.
But what happens when it feels like you are hitting your head against a brick wall and you can’t quite get that thing to work right?

The Best Ways To Learn Zoho
There are many ways to learn how to use Zoho software. There is no ‘one size fits all’ model.
You have to bear in mind your individual learning style.
- Do you thrive when you are learning visually?
- Are you more of an auditory learner?
- Or are you hands-on, where you learn more when you are doing it, using it and exploring what the software has to offer.
Once you know how you learn best, then you can begin to find the training that will work for you.
The 3 Levels Of Training
There are 3 ‘levels’ of training.
- Basic. This is where you are self-taught from the internet
- Mid-level. This is where you access generic off the shelf training
- High. This is where you access Zoho Partner training written bespoke for your business and system
If you opt for the basic training option, you will certainly be able to learn and apply the basics. However, if you have ever self-taught through online training, videos or articles, you will know how limited this option can be.
When you opt for the generic off the shelf training, you will develop those basic skills and learn some of the more complex aspects. But, you have to remember this is generic, so it will only go into detail on the key aspects that everyone has access to. Our clients that opt for this are usually ones that have a ‘standard setup’.
If you have any bespoke elements to your system, and want to learn in-depth about your system and what it can do, this is where the Zoho Partner training comes in. Your training is written specific for your business, your set-up and your processes. Most of our clients have bespoke set-ups so opt for this in-depth training. We offer user training, admin training and superadmin training.
You can fully trust we are knowledgeable and experienced in all of the Zoho apps.
At Creative Analysis, we have undertaken the Zoho Partner Training Program and are certified in the following applications: Zoho CRM, Zoho Books, Zoho Projects, Zoho Desk, Zoho Analytics and Zoho Campaigns.
Common Ways People Learn Zoho
- Zoho’s online videos
- Zoho’s help pages
- Formal training with a Zoho Partner. At Creative Analysis, we offer training on Zoho One, CRM, Projects, Books and Expense, Survey, Forms, Desk, Campaigns, Connect, Cliq and Sign. This training can be accessed online, in person or via Snippet Videos and is tailored to your individual and teams learning styles.
- Blueprints
- Best Practise guides/Protocols
Advantages Of Zoho Partner Training
There are many advantages to Zoho Partner training.
Here are some of the comments from our past clients on why they chose to train with a Zoho Partner.
“Layman language was used throughout the training. It was easy to understand and navigate our system.”
“Real life examples were used to illustrate how to use the software. It was great to hear examples that were bespoke to our business and our industry.”
“We gained so much in-depth knowledge on our system and processes. The training was fully customised and bespoke to our system.”
“We had the option of having the training recorded for future reference and for new users.”
“It was interactive so we were able to ask questions throughout.”
“Having a training session with the whole team meant we were able to develop the system together. We shared our own knowledge during the sessions and were able to highlight best practice and processes.”
“We have a large team. Consistency in the training for all users was really important to us, so we could ensure everyone was trained in the same way.”
Conclusion
When it comes to training, you get what you pay for.
Let us take the stress out of learning your new system. Our knowledge will save you time and we can give you best practice solutions immediately, based on our extensive knowledge and practical application of the software across a wide range of industries.
With us, it all starts with a conversation. Tell us about your system and training needs and we will take it from there.
You can get in touch with us by clicking here.
