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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

How can you connect SalesIQ to your website?

You can create a SalesIQ account and link it to Zoho CRM in a few steps, as follows:

  1. Navigate to https://www.zoho.com/salesiq/signup.html (if you subscribe to Zoho One/CRM Plus, you can just add SalesIQ from the Admin Portal).
  2. When you have created/added your SalesIQ account, the SalesIQ code will appear on the SalesIQ welcome page. You (or your webmaster) have to copy the code from the welcome page, which will appear as follows:

    Figure 12.1 – The code that needs to be copied to your website

  3. If you wish just to track your website visitors and do not wish to enable live chat on your website, then remember to uncheck the Add Live Chat box below the code snippet. By default, this option will be enabled/checked.
  4. In your website's source file, paste the code into your existing code anywhere before the </body> tag. Then, save and publish the changes made to your website.

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