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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

The importance of connecting SalesIQ to your website

In the digital world we live in today, most of the research our prospects will conduct, other than asking their peers, colleagues, and friends, will be online. So, it's fair to say that most (if not all) of our prospects will visit our website at some point at least once during their buying process.

It's also fair to say that not all website visitors will convert or become a customer during their first visit. A popular opinion, in fact, is that on average it will take as many as seven touches before a prospect becomes a customer. So, with this in mind, consider the value of each of the following points:

  • Imagine if you knew who visited your website at any given time.
  • Imagine if you knew how many times they had visited, what pages they looked at, and what activities they performed when they were on them.
  • Imagine also if you could trigger alerts to our sales team based on this insight and send personalized...

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