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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

Use cases and examples

In this section, we look at some examples for you to try using the skills and techniques achieved from this chapter. Compare these to your processes and relate these examples to those, adjusting them accordingly.

Example 1 – Update Deal stage when a quote is sent

In the first example, the standard functionality does not update the stage of a Deal when a related Quote is sent, which forces the user to make a manual change. This is inefficient and, if overlooked, will lead to incorrect pipeline reporting.

Detailed next is the name of the module to which the workflow applies, the outcomes you will achieve, and the suitability of the workflow:

Module: Quotes.

Outcomes: Multiple actions and a task that will help the sales team follow up and facilitate additional workflows later (based on expiry) while also updating the stage of the associated deal.

Suitability: Every business that uses the Quotes module.

A summary of the trigger, conditions...

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