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Building Expert Business Solutions with Zoho CRM
By :

Building Expert Business Solutions with Zoho CRM
By:
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)
Preface
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Section 1: Laying the Foundation
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Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success
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Chapter 2: Leads – Getting It Right the First Time
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Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth
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Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM
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Section 2: Take Your CRM to the Next Level
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Chapter 5: Working with Other System and Custom Modules
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Chapter 6: Game-Changing Workflows and Automations
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Chapter 7: Essential Systems Administration
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Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations
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Section 3: Six of the Best Zoho Apps to Integrate with Your CRM
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Chapter 9: Zoho Campaigns
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Chapter 10: Zoho Forms
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Chapter 11: Zoho Survey
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Chapter 12: SalesIQ
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Chapter 13: Zoho Analytics
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Chapter 14: Zoho Creator
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Section 4: Measure, Learn, Evolve
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Chapter 15: Building Actionable Reports and Dashboards (CRM)
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Chapter 16: Best Practices to Adopt and Evolve Your CRM
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