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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

Using workflows to automate your email marketing

If you search the internet and/or read books about marketing, you will read consistently that it takes an average of 6-8 instances of contact before a qualified prospect will purchase from you. This is much more about building a know, like, and trust relationship than a box-ticking exercise and it is by no means guaranteed that all customers will actually purchase at all. There are lots of variables, such as brand, product, sector, and customer, at play here, but it is fair to say that automated email marketing has an important role to play in all this.

Lots of marketing experts will also report that this email communication must be personalized, relevant, and timely for it to truly resonate with the reader. This is where the CRM linked to Campaigns comes in. The CRM will hold all the details of our prospects and customers, including personal details, how they heard about you, where they are up to in the customer life cycle, and previous...

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