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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

Connecting your CRM with Analytics

To integrate CRM with Analytics, follow these steps from within Zoho CRM:

  1. Navigate to Setup | Marketplace | Zoho | Advanced Analytics for CRM.
  2. Click on Get Started.
  3. Select the fields from the modules that you wish to sync with Analytics.
  4. Select the frequency and time you wish to sync the data at using the Sync Option dropdown.
  5. Click Save. This configuration popup can be seen in the following screenshot:

Figure 13.1 – Zoho Analytics configuration screen

Upon clicking Save, the screen will change, and you will be presented with a summary of the sync you created.

Congratulations, you have just completed the integration between Analytics and CRM.

Tip

Only the fields that are checked will be synced with Analytics and available to build and/or filter reports. You can also come back and amend this configuration at any time if you wish to add or remove more fields.

So, now that the two...

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