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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

Getting an overview of Zoho Campaigns

Zoho Campaigns is an email marketing platform that has similar functionality to other software in this category. However, the ability to have two-way synchronization with your CRM gives you a level of flexibility and control that would be practically impossible to replicate with another email platform.

It is important to note that Zoho Campaigns has more to offer than just email marketing and includes other valuable features, which can be summarized as follows:

  • Sign-Up Forms

    There are many pre-designed and responsive email sign-up templates to choose from. The form editor allows you to change colors and background images easily. You may also easily edit the call to action, fields, and text to customize the forms to meet your needs. Further information is available at https://www.zoho.com/campaigns/help/user-manual/signup-forms.html.

  • Pop-Up Forms

    If you need a pop-up form on your website, then there are templates that are almost ready...

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