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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 16: Best Practices to Adopt and Evolve Your CRM

As good as your CRM may be, if it is not adopted by your team successfully, you will never fully realize the potential it has to transform your business. It is often cited that slow user adoption is frequently the main cause of a CRM project's failure. In this chapter, you will learn how to avoid common mistakes and set three early adoption milestones that will set you on the right path. The topics covered in this chapter include the following:

  • The importance of successful user and business CRM adoption
  • Three early adoption milestones to focus on
  • Great habits for you and your team to develop
  • Future-proofing your CRM for continued success

By the end of this chapter, you will have a good understanding of why successful CRM adoption is important for you, your team, and your business. You will have discovered the best ways to hit the ground running with your CRM adoption. You will have learned the habits...

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