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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

Use case – automate your customer feedback and build a constant source of quotes and testimonials

One of the best ways we can use surveys with Zoho CRM is to gain customer feedback when or shortly after we have delivered our products and/or services. It is a great way to measure how the customer feels about dealing with our business as well as building a pool of quotes that can be used by marketing in future to help attract more customers.

To achieve this, we will need the following components:

  • A survey
  • An email template associated to a workflow to trigger sending the email

Let's start with the survey, which is created in the same way as described earlier in this chapter. This survey starts with a Net Promotor Score (NPS) question followed by a couple of questions to give the respondent opportunities to provide a testimonial and also suggest how the service could be improved.

Finally, the checkbox will obtain permission to use the quote in subsequent...

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