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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 surveys with CRM

There are two key benefits gained from integrating surveys with Zoho CRM.

Firstly, we can automate the sending of a survey to a contact using a workflow that will send the survey to the right person at the right time. The second key benefit is that by pushing all or some of the results back to Zoho CRM, we are able to provide access to this information to our wider team and use this data to trigger workflows and follow-up actions. The feedback we gain will be helpful to the marketing, product, delivery, and customer service functions and help your business to build stronger relationships with current customers, which will help retention and repeat purchase opportunities.

We can integrate the survey as follows:

  1. Open the Survey editor/builder and then click on the Hub tab.
  2. Click on INTEGRATE next to Zoho CRM:

    Figure 11.10 – Integrate your survey with Zoho CRM

  3. Select the module with which you wish to integrate (this will usually...

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