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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

Working with the Products and Quotes modules

Outside of our four foundation modules (Leads, Accounts, Contacts, and Deals), the module that often adds the most value is Quotes.

Within a business-to-business (B2B) sales process, the seller always has to provide a price to a potential customer for the delivery or supply of their products and/or services. Depending on the nature of the deal that is being agreed upon, we will have different ways to describe and quantify this deal. Sometimes, we may be able to provide this quote within a simple email, but sometimes a document template within the Deals module will suffice. However, there are many times where a detailed line-by-line breakdown is required.

This is where the Quotes module can really help your Sales team. Let's consider a few examples of when the Quotes module will be of value, as follows:

  • If you are selling products and need to list the product name, description, quantity, individual price, sub-total, and...

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