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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

Improving data entry using layout rules

Layout rules in Zoho CRM are one of the best features to make your system intuitive and user-friendly and to ensure that users always capture all the relevant details at the right time.

In the Deals module, we can, and should, use layout rules at most if not all stages of the sales process. Let's consider one of the examples cited earlier: IT services at the Discovery stage.

Example 1 – IT Services: One of the questions may be to find out the number of office workstations to be supported. This will be followed by a question asking whether laptops will also be supported (Yes/No). If the answer is Yes, then we can create a layout rule that shows and makes mandatory a couple of additional questions to find out the number of laptops (Number data type) and what type of operating software is installed (Multipicklist).

This layout rule can be set up as follows:

  1. From the Home page in the CRM, click on the following icon:

    Figure...

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