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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

Custom function examples

In this section, we will work through examples for you to try that will add value to your CRM and also help you understand some of the practical uses of functions. This will help you realize what is possible.

Example 1 – updating the amount deal record

This is an extremely useful example that updates the amount deal record with the total of the related quote whenever a quote is created or edited. Here are the details that you need to consider:

  • Function Type: Function
  • Function Description: Updates the deal amount with the total of any related quote. This will work only when a user has associated a Deal record to a quote (by updating the Deal lookup field in the Quote record).

Now, let's see how to get it to work:

  1. Click Setup | Automations | Actions | Functions | Configure Function.
  2. Select Write your own, then complete the pop-up box that appears as follows:

    Figure 8.3 – Creating a custom function

  3. Copy...

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