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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

General Settings

In this section, you will learn about the best way to get started with General Settings.

The instructions in bold provide you with the steps to navigate and, once you're there, you will need to click on the pencil (edit) icon unless otherwise stated. Each of these takes only seconds to complete; however, they go a long way to make sure that parts of the system work properly while ensuring a smoother user experience:

  • Setup | Personal Settings | Locale Information

    It is essential that you configure all locale settings to match the location preferences of each user. The recommended time format is 24 hours as this will simplify date selection in various places – be sure to select the correct time zone and language.

  • Setup | Personal Settings | Signature

    It is essential that you enter your email signature (or footer) here as it will be added to the bottom of all emails sent from Zoho. This signature may also be added to Email Notifications, meaning...

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