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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

Summary

In this chapter, you have learned how to set up and optimize your Accounts and Contacts modules.

You now have an understanding of the important standard fields and custom fields to ensure that we are building and maintaining a great customer database.

The integrity and accuracy of both these modules will provide your team with the confidence that the CRM is helping them in their roles and supporting your future aspirations as a business. You now understand the need to avoid duplication of Account and Contact records. In addition, you learned some best practices to follow to protect your system from duplication.

Now that you have reached the conclusion of Section 1, Laying the Foundation of the book, you should have a comprehensive understanding of the foundation modules and how they are the building blocks of success.

In Section 2, Take Your CRM to the Next Level, you will begin with Chapter 5, Working with Other System and Custom Modules.

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