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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

Future-proofing your CRM for continued success

Once you have built and customized your CRM, integrated with one or more Zoho applications, and achieved successful user adoption, does your work in terms of the CRM stop there? No, of course not. Ideally, your business will be growing; however, it will be evolving too, and for the CRM to continue to support this evolution and growth, the CRM must evolve also.

While every Zoho user's journey will be different, there are some things that you can and should do to help ensure that the CRM remains a vital and valuable tool for your future business.

In this section, you will gain an understanding of some of the techniques to deploy and guidelines to follow that will help future-proof your CRM for continued success.

Remain focused on the success measures

This is critical, for if you do not maintain this focus, you will lose sight of the goals. Also, once you have achieved them, it is important to set new goals and subsequently...

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