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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

Live chat, visitor tracking, and workflow automation

In this section, you will learn how to get started using the three key areas that may add the quickest value – live chat, visitor tracking, and workflow automation. The live chat feature is a great way to engage in real time with customers and prospects.

Visitor tracking features allow us to learn about visitor behavior, and workflow automation allows us to take action based on the types of behavior. Let's look at live chat first.

Live chat

Open salesiq.zoho.com and click on the settings icon (the cog in the top right). This will take you to the settings menu as illustrated in the following screenshot:

Figure 12.10 – Settings menu within SalesIQ

To help you get to grips with the basics quickly, you can use this section as a quickstart guide. Once you've had a few weeks/months of experience with the application, it's worth reviewing these options and further refining your...

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