Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Building Expert Business Solutions with Zoho CRM
  • Table Of Contents Toc
  • Feedback & Rating feedback
Building Expert Business Solutions with Zoho CRM

Building Expert Business Solutions with Zoho CRM

By : Harrington
5 (10)
close
close
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)
close
close
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 Zoho Forms

If we had to summarize what Zoho Forms does in a few words, it would be electronic data capture. Throughout the customer journey within our business process, there is a lot of data that we must capture. Let's consider several examples of ways in which we can utilize Zoho Forms within our businesses:

  • Lead capture: We can replace our Contact forms on the website with a Zoho form to easily capture inbound inquiries/leads.
  • Lead generation: We can use Forms as a sign-up process. For example, a prospect wanting to download a report or receive some exclusive content can complete a short web form, which will add them as a lead in Zoho CRM and automatically provide them with an email with an attachment or redirect them to a hidden page on your website.
  • Discovery/needs analysis meeting: Our internal sales team can use a form to ask all the questions needed to fully understand the customer's needs. Very useful for professional services...

Unlock full access

Continue reading for free

A Packt free trial gives you instant online access to our library of over 7000 practical eBooks and videos, constantly updated with the latest in tech
bookmark search playlist font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY