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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

Conventions used

There are a number of text conventions used throughout this book.

Code in text: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "In your website's source file, paste the code into your existing code anywhere before the </body> tag."

A block of code is set as follows:

leadinfo = {"Company":input.Company,"Last_Name":input.Last_Name,"First_Name":input.First_Name,"Phone":input.Phone_Number,"Email":input.Email,"Product":input.Product,"Partner_Code":input.Partner_Code,"Lead_Source":input.Lead_Source};
response = zoho.crm.createRecord("Leads",leadinfo);

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

leadinfo = {"Company":input.Company,"Last_Name":input.Last_Name,"First_Name":input.First_Name,"Phone":input.Phone_Number,"Email":input.Email,"Product":input.Product,"Partner_Code":input.Partner_Code,"Lead_Source":input.Lead_Source};
response = zoho.crm.createRecord("Leads",leadinfo);

Bold: Indicates a new term, an important word, or words that you see on screen. For instance, words in menus or dialog boxes appear in bold. Here is an example: "You may obtain this code by navigating to Settings | Brands | Your Brand Name | Installation | Website."

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