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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

Chapter 13: Zoho Analytics

Zoho Analytics is an enterprise-level Business Intelligence (BI) tool. It is also potentially one of the most under-utilized tools within the Zoho suite of applications. Partially, this may be due to the high quality of the native Reports and Analytics modules of the Zoho CRM, and perhaps it's a misconception that this tool is too complex to use.

In this chapter, we will bust this myth and provide some practical examples of how this tool can be used to gain insights that may otherwise be missed.

Topics covered within this chapter include the following:

  • Connecting your CRM with Analytics
  • Getting to grips with the basic tools
  • Creating dashboards that can be shared automatically

By the end of this chapter, you will have learned how to configure your integration with Zoho CRM and Analytics. You will have developed skills with the basic report creation tools. You will also understand how to create powerful and insightful dashboards...

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