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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

Other essential modules you must keep

There are five modules that you must keep as they are essential to managing the activities and measuring the performance of your team and many aspects of your business.

The way that you and your team use these modules will have a huge impact on the success of your CRM. These modules are listed as follows:

  • Tasks: A task is a piece of work or activity that is due/completed with a specific subject, due date, and owner. A task will be related to another record in the CRM system (for example, Lead, Contact, Account, or Deal).
  • Meetings: A meeting is a diary event that has a planned start and end time, a host, a location, and at least one participant(s).
  • Calls: If you will be integrating your CRM system with a Voice over Internet Protocol (VoIP) system, then calls may be logged automatically against the record and user. If you are using the mobile application to place calls to clients/prospects, then this includes an option to log the...

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