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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

Recapping the module relationships

Before going into detail on both Accounts and Contacts modules, it is worthwhile recapping how they relate to the other foundation modules Leads and Deals. This relationship is illustrated in the following diagram:

Figure 4.1 – Foundation modules: relationships when a lead is first converted

The general rule that is applied here is that when a lead is qualified, it is converted into three records: Account, Contact, and Deal.

Let's take the following scenario as an example:

A health and safety training company using Zoho CRM specializes in the delivery of a range of training courses for manufacturers of food and drinks.

They receive an inquiry from Bob Brown from ABC Foods who is interested in finding out more about the training courses they provide. These details are recorded initially within our Leads module.

Once the Lead has been Qualified, it will be converted as follows:

  • An Account record...

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