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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

Channels

In this section, you will gain an overview of the different channels you may wish to integrate your CRM with. Then we focus on the most important channel, email, and explain how to integrate the CRM with your emails. This integration will add huge value and improve the CRM user experience significantly.

The key communication channels that we can integrate with Zoho CRM within the setup are as follows:

  • Email: You may send emails from Zoho CRM to your Leads/Contacts. Once you have enabled the configuration, inbound emails and replies from your customers will also appear in the CRM against the respective record. Refer to the next section for further details on this.
  • Telephony: It is becoming increasingly popular to have a Voice Over Internet Protocol (VOIP) integration with Zoho. This enables inbound and outbound calls to be automatically logged against the contact or lead record. A simple click to dial feature also improves the user experience. Speak to your telephony...

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