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  • Book Overview & Buying Building Expert Business Solutions with Zoho CRM
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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

Transforming the feedback gathered from members of a business networking (membership) company

In this section, we will look at how a well-established business networking (membership) company utilized Zoho CRM and Forms to fully automate business processes that would have needed at least one full-time resource to administer manually.

This example could be adapted by any business that wishes to obtain customer feedback on a regular basis and share the results instantly with a group of people.

The requirements comprise the following two elements: seven-month check-in and rate your experience.

Seven-month check-in

The objectives seven months into the membership were as follows:

  • To notify the team that it's time to contact a specific member and conduct a seven-month check-in (questionnaire/interview).
  • The results of this interview need to be shared instantly with a committee consisting of a few other members.
  • One of the questions asked respondents to rate...

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