World Class
Zoho Training and Education

Learn from the best, and get your staff ready to take on any Zoho Challenge. From self-guided DIY solutions, to full training packages, we’ve got ‘em all.

Zoho Expert Bootcamp

Works Perfectly for Hiring New Talent or Training Existing Staff!

Zoho Admin Crash Course

Hit the ground running with our accelerated Zoho Admin Curriculum

Get a Career in Zoho

Find out how you can begin working within the Zoho Sphere

Zoho Certification

Get Zoho-certified and stand out from the rest!

Zoho One Admin (Beginner)

Understand the fundamentals to Zoho, pave your way to becoming a Zoho CRM Admin through our certified learning path.

Zoho Integrator & Developer (Beginner)

Learn how to interconnect your Zoho applications, and begin the road towards becoming an expert Zoho Developer.

Zoho Sales, Marketing & Ops Admin

Learn how to interconnect your Zoho applications, and begin the road towards becoming an expert Zoho Developer.

Zoho Analytics &
BI Admin

Learn how to interconnect your Zoho applications, and begin the road towards becoming an expert Zoho Developer.

Zoho Architect (Beginner)

Learn to understand and map out Zoho, and pave your way to becoming a Zoho Architect through our certified learning path.

Zoho Finance Suite Admin

Learn how to interconnect your Zoho applications, and begin the road towards becoming an expert Zoho Developer.

Is Zoho the best thing since the first Star Wars film premiered?

Yes

Can Zoho save you up to 80% compared to other enterprise software solutions?

Yes

Can Zoho streamline your organization and have you flying to the stars?

Pretty much

Is Zoho easy to learn and implement?

Umm, about that...

Zoho is... Complex

The Zoho software suite encompasses a LOT of different tools and apps.
Each Zoho product serves a different business need.

Some Zoho products are more intuitive than others.
Some are easier to implement than others.
Some come with a bit of a learning curve.

To complicate matters more, Zoho offers several different packages or app bundles.

"Zoho is a massive dump truck full of different apps that do everything that your business wants to be able to do."

— Peter Fuller, The Workflow Academy founder

Online Training for All your Zoho Needs

The Workflow Academy offers free Zoho online education, as well as Zoho consultation, implementation and training packages that will make adopting Zoho as easy as eating cupcakes.

We’re the Zoho partner you’ve been dreaming of.

Want someone to set up your Zoho System for you instead?

Reach out to us for a free consultation!

Many organizations struggle with knowing what Zoho product or bundle is right for them

Is Zoho easy to learn?

It is with the right Zoho experts assisting you. If starting with Zoho seems daunting, you’re not alone. Many a management team has gotten cross-eyed trying to sort through the tangle of offerings, bundles, and individual Zoho applications.

Some Zoho applications are easier to learn than others. Zoho Forms is fairly simple to integrate and use. Learning Zoho CRM can prove a bit more daunting, as many a novice Zoho CRM admin can attest. 

We shorten the Zoho learning curve for you. A lot.

Zoho Training Resources

Knowing how intimidating a Zoho integration can be,
The Workflow Academy delivers world-class Zoho training.

Our library of handy tutorials walk you through everything from how to properly format a date in Deluge, to whether Zoho One offers good value for the price (spoiler: it does).

Need onsite training? We can do that—but not for free (sorry!). Contact us for pricing and availability. We’ll set up a Zoho training package that’s right for you!

We answer common questions and help you make sense of the different Zoho bundles, options, and apps.

Welcome to Zoho Training Central.

Zoho is a tad intimidating, but that’s where we come in.
We’ll train up your workforce to become a Zoho admin powerhouse!
Here’s what we provide:

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Flexible Zoho Lessons

Learn Zoho wherever you are, whenever you want. Our on-demand Zoho training courses are always available and easily accessible across all devices.

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Hands On & Practical

Our Zoho educators are there to help you go from zero to hero. Whether it’s a first lesson or full Zoho implementation, we’ll be right by your side.

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Zoho Certificates

From one-on-one coaching to specific curriculum, every student’s Zoho education plan is individualized to meet their personal and organizational goals.

Want a step-by-step guided Zoho learning experience with a trained educator?
Check out our range of training packages!

Free Zoho Education from The Workflow Academy

Our free Zoho training courses are a terrific way to start your Zoho journey.
We suggest starting your learning path with our intro to Zoho One: the big daddy of Zoho bundles.

For many organizations, Zoho One offers insane value.

What exactly is Zoho One?

Zoho One is a bundle of Zoho applications, including:

  • Zoho CRM
  • Zoho Analytics 
  • Zoho Campaigns
  • Zoho MarketingHub
  • Zoho SalesIQ
  • Zoho Forms
  • Zoho Social
  • …and about 30 more apps.

Zoho One’s apps bring the following functionality (and more!) to organizations:

  • Email marketing 
  • Process management 
  • Customer service management
  • Social media scheduling
  • Accounting software
  • Inventory management
  • Web conferencing
  • HR management
  • Recruiting software
  • Cloud storage
  • Event management

Zoho One is a lot. And that’s good and bad. 

The good: you get a TON of value for an incredibly low price.

The bad: wrapping your head around Zoho One can take a minute.

Start with our Zoho One guide. It’s a quick read and will get you familiar with the different Zoho apps included in this bundle.

Zoho CRM is by far the most popular and widely-used Zoho product. It’s a highly-customizable database for organizing your customer info and automating your sales, marketing, and operations.

A truly world-class CRM, Zoho CRM provides a similar feature set as Salesforce (at an astronomically lower price point), while its customizability, integrations, and automation dominate Hubspot, Infusionsoft,  and an endless sea of more basic CRMs.

What is Zoho CRM?

Zoho CRM (short for customer relationship management) is a database software that helps you store customer data and use said data in sales management in order to convert leads, interact with customers, and improve your customer service and sales process.

It integrates seamlessly with other Zoho apps, as well as various third-party software. Integrations include Google Suite, Office 365, Slack, Shopify, and many more platforms and apps.

Learning Zoho CRM from Experts

You can figure out Zoho CRM on your own; it just may take a while! To cut your learning curve and become a Zoho rockstar quickly, take advantage of our free Zoho CRM training.

Our Zoho CRM user guide is the place to start. It will link out to specific Zoho CRM training modules.

The trainings teach CRM administrators all they need to know about Zoho CRM implementation and integration, so you’ll be up and running in no time.

Zoho Projects is a task management tool. It allows you to create and track projects, as well as communicate with both internal and external accounts and contacts, making it easy to centralize the business process. 

Zoho Projects is daunting if you’re trying to figure it out on your own with zero experience. That’s why we’re here.

The Workflow Academy offers free Zoho Projects training resources to help you implement Zoho Projects and integrate this task management tool with other apps in the Zoho Suite, as well as third-party apps such as Slack and the Google Suite.

Zoho Books is a cloud-based bookkeeping platform and one of the best apps for transactions and financial reports on the market.

This Zoho application slashes the time your personnel spend on mundane tasks. It automates common customer interactions such as invoicing, payments, and more.

Our Zoho Books training sessions and resources will help your employees implement Zoho Books…even if they are technophobes who prefer sending invoices via carrier pigeon.

Zoho Analytics is a dashboarding software that pairs with Zoho Books.

Once integrated with Zoho Books and other Zoho apps, Zoho Analytics gives you a visual representation of your sales activities and other data concerning the success of your business.

You can also integrate Zoho Analytics with external apps, including social media, so it’s easy to share your progress on Twitter and LinkedIn.

If you’ve used other analytics dashboards before, learning Zoho Analytics shouldn’t be too difficult.

For everyone else, our Zoho Analytics training will be a lifesaver.

Other Zoho Applications

We’ve covered the big Zoho apps, but there are more! Here are some other ones folks often need help understanding.

Zoho Inventory

Zoho Inventory allows you to track and fulfill purchases and receipts across multiple warehouses. It’s tightly integrated with Zoho Books.

Zoho Creator Training

Zoho Creator is an application development platform. (We can’t imagine why you’d need to create an application, given the wealth of apps Zoho offers.)
But, if you have the need—for example to create an app exclusive to your business—Zoho Creator gives you a low-code way to build your app.
Our Zoho Creator page will introduce you to some of the basics of this software. If you need more robust support, ask us about our bespoke Zoho Creator implementation program.

Zoho Invoice Training

Zoho Invoice pairs with Zoho Books. Whereas Zoho Books tracks payments and invoice statuses, Zoho Invoice generates the invoices.

This app has a plethora of professional invoicing templates to choose from, and you can personalize them by adding your company logo and branding.

The software is easy to learn, especially if you’ve dealt with similar invoicing apps before. However, if you need help, we do offer Zoho Invoice training designed to help you implement this software and integrate it with other Zoho and third-party apps.

Zoho Desk

Zoho Desk is a help desk software that’s tightly integrated with CRM and other Zoho apps. With it, you can centralize customer support inquiries and create a customer portal that will help your current and future customers find the answers to commonly asked questions they may have.

Zoho Sign

Zoho Sign is a simple but effective digital signature software, and we love it for its simplicity. It’s also useful for storing important documents and automating paperwork creation.

This app can merge data from other Zoho Suite apps—such as Zoho CRM, Zoho Forms, and Zoho People, and add it to contract templates—saving you the time and effort of doing this yourself.

Zoho Connect

Zoho Connect is an internal social media network you and your employees can use to share ideas, schedule events, and discuss company issues.

Zoho Implementation

Whether you’re getting up to speed with Zoho One, or need help training your staff on Zoho CRM, we are the Zoho implementation partner of your dreams! Book a consultation and we’ll get this done together.