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Building Expert Business Solutions with Zoho CRM
By :

Building Expert Business Solutions with Zoho CRM
By:
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)
Preface
Section 1: Laying the Foundation
Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success
Chapter 2: Leads – Getting It Right the First Time
Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth
Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM
Section 2: Take Your CRM to the Next Level
Chapter 5: Working with Other System and Custom Modules
Chapter 6: Game-Changing Workflows and Automations
Chapter 7: Essential Systems Administration
Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations
Section 3: Six of the Best Zoho Apps to Integrate with Your CRM
Chapter 9: Zoho Campaigns
Chapter 10: Zoho Forms
Chapter 11: Zoho Survey
Chapter 12: SalesIQ
Chapter 13: Zoho Analytics
Chapter 14: Zoho Creator
Section 4: Measure, Learn, Evolve
Chapter 15: Building Actionable Reports and Dashboards (CRM)
Chapter 16: Best Practices to Adopt and Evolve Your CRM
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