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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

Integrating your form with Zoho CRM

The ability to integrate our form with Zoho CRM is one of the best ways to gain value from Zoho Forms. We are automating what would have been a manual process and also speeding up the process by allowing our team to view and act upon new information immediately.

There are three ways we may integrate a form with Zoho CRM:

  • Adding a CRM lookup field: This is a method of pushing data from the CRM to a form where the form is being completed by a Zoho user.
  • Pre-populate fields using a field alias: This is an alternative way to push data from the CRM to a form, where the form is completed by a contact or lead that exists in Zoho.
  • By pushing the values of a completed form back into Zoho CRM upon completion.

Let's take a look at each of these in turn.

Adding a CRM lookup field

Adding a CRM lookup field will allow you to pre-populate fields when a form is being completed by one of your Zoho users. The following steps guide...

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