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  • Book Overview & Buying Building Expert Business Solutions with Zoho CRM
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Building Expert Business Solutions with Zoho CRM

Building Expert Business Solutions with Zoho CRM

By : Harrington
5 (10)
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Building Expert Business Solutions with Zoho CRM

Building Expert Business Solutions with Zoho CRM

5 (10)
By: Harrington

Overview of this book

Zoho CRM is one of the most user-friendly, configurable, and competitively priced CRM systems for managing all your customer relationships. When tailored effectively to your business, it empowers your team to work smarter and helps your business to achieve more profitable and scalable growth. This book will show you how to make the most of Zoho CRM to increase productivity. You’ll start by learning about the foundation modules of Zoho CRM such as Leads, Deals, Contacts, and Accounts, and understand their functionalities that enable you to build effective solutions. Then, you’ll explore innovative workflows that will help you to save time and make sure that your sales teams are proactively managing opportunities and clients. The book also focuses on Zoho Marketplace, as well as how to extend the functionality of Zoho CRM using custom functions. You’ll cover real-world use cases that will inspire you to extend your Zoho adoption by integrating Zoho CRM with other Zoho apps such as Zoho Campaigns, Zoho Forms, Zoho Survey, and SalesIQ. Finally, you’ll discover best practices for adapting and evolving your CRM solutions and maintaining your CRM to achieve continuous improvement. By the end of this CRM book, you’ll have set up a CRM solution that will be fit for the next 10 years of business growth.
Table of Contents (22 chapters)
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1
Section 1: Laying the Foundation
6
Section 2: Take Your CRM to the Next Level
11
Section 3: Six of the Best Zoho Apps to Integrate with Your CRM
18
Section 4: Measure, Learn, Evolve

Highlights and valuable extensions from the marketplace

As mentioned earlier, there are over 1,000 extensions to choose from. In this section, you will find some hand-picked extensions selected for their broad appeal, along with some details of what each one does and how it will benefit you.

Zoho Sign for Zoho CRM

This extension integrates the Zoho Sign application with your CRM. It allows a user to use any mail-merge or inventory template and send it for an electronic signature from within a CRM record. It also alerts the user within the CRM when a document has been signed/rejected and conveniently attaches the signed document to the CRM record.

This is a great extension that improves the user experience through automating what previously might have been manual tasks while improving the experience of your buyer. How much easier is it for them to sign a document electronically than having to print, sign, scan, and return the signed document by email or post? It saves time...

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