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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 14: Zoho Creator

Zoho Creator is another excellent application developed by Zoho that can further contribute toward the digital transformation of your business.

In this chapter, we will provide an introduction to how you can create custom applications on your own with minimal coding experience or IT expertise using Zoho Creator's low-code platform.

The concept of low-code/no-code automation is rapidly gaining traction across just about every industry. In fact, Gartner (a leading global research and advisory firm) forecasts that 75% of large enterprises will be using not just one but at least four low-code development tools by as early as 2024.

So now is the time to discover this growing trend and see what it could possibly do to help your future business.

Topics covered within this chapter include the following:

  • Creating your first application
  • Customizing the web form to capture the right information
  • Pushing data into CRM
  • Publishing your...

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