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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

Summary

In this chapter, you have learned some of the key ways to enhance, extend, and improve your CRM through the integration of third-party applications or by bespoke customization.

You have gained insights into how the Marketplace can be used and why this dynamic online store is somewhere you should visit regularly to identify new ways of adding value to your CRM and your business. You have gained an understanding of the alternative integration options if the Marketplace does not have what you are looking for. You have also been introduced to Deluge and learned some of the practical ways that custom functions can be used to tailor the CRM to meet your requirements.

With all this knowledge, you should understand that your Zoho CRM is not just a CRM system that will support your business today; it is a platform from which you can evolve, develop, and grow your future business.

In the next chapter, we commence Section 3, Six of the Best Zoho Apps to Integrate with Your CRM...

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