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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 started with one-off campaigns

In this section, you will learn how to create what Zoho refers to as a Regular Campaign. At the end of this section, you will know the basic controls and functions well enough to send an email to one of your mailing lists.

We may begin this process as follows:

  1. From the main menu in Campaigns, click Campaigns |Regular Campaign | Create Campaign.
  2. You will now be presented with the following screen that contains a sequence of steps that need to be carried out to create your campaign email:

    Figure 9.8 – Creating a standard email campaign

  3. Click on the edit icon (the pencil) next to Untitled Campaign at the top of this screen.
  4. Now give your campaign a suitable name – which is for internal use only and will not be seen by our contacts (prospects). If we have a simple yet structured and logical way of naming our campaigns, mailing lists, syncs, and custom views (in Zoho CRM), then it is much easier to manage. So, following...

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