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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 Zoho Survey

In this section, you will learn the basics of survey creation, which is best illustrated by a working example. The survey we shall create is a simple training course evaluation to be completed by delegates upon the completion of a training course.

Let's start by creating the survey and adding questions.

Creating your survey and adding questions

The process of creating a survey is simple and involves using an intuitive drag and drop interface. This can be achieved by completing the following step:

  1. Open Survey by navigating to https://survey.zoho.com/.
  2. Click on Create Survey.
  3. Note that there are numerous templates available to browse and use; however, we will focus on creating one from scratch as shown here:

    Figure 11.1 – Creating a new survey

  4. Click on Create.
  5. To add questions to our survey, select a question type and then drag and drop from left to right. If you think that you will wish to push the data into...

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