Create world-class Zoho CRM solutions tailored to be a game changer for your business and transform the way you collect, manage, and use customer data

Key Features

• Unlock the full potential of advanced Zoho CRM features to supercharge your business solutions
• Customize your Zoho CRM solutions to achieve scalable and long-term customer engagement
• Streamline your entire business for digital transformation by integrating CRM with different Zoho products and applications

 
Book Description

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.

What you will learn

• Manage customer relationships and acquire new customers quickly
• Understand the importance of Leads, Deals, Contacts, and Accounts modules
• Use game-changing workflows and automation to manage opportunities and clients
• Explore how custom functions can extend the functionality of your CRM
• Integrate Zoho CRM with other Zoho apps such as Zoho Campaigns, Forms, Survey, and Creator
• Discover how to keep your CRM fit for the future and achieve continuous growth

 
Who this book is for

This book is for you if you’re a business manager or a business owner interested in learning how the Zoho platform can help transform your business and are looking to gain a practical understanding of how to choose an app from the vast array of Zoho products. Whether you’re new to Zoho or have basic experience and want to learn more about its features and apps, this book can help you. Expert Zoho users who want to develop custom solutions for their business will also find this book useful. Foundational knowledge of CRM concepts is expected to get the most out of this book.

Table of Contents

1. The Foundation Modules – Understanding the Building Blocks of Success
2. Leads – Getting it Right the First Time
3. Deals – Sales Funnels to Fuel Your Business Growth
4. Accounts and Contacts – The Beating Heart of Your CRM
5. Working with Other System and Custom Modules
6. Game-Changing Workflows and Automations
7. Essential Systems Administration
8. Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations
9. Zoho Campaigns
10. Zoho Forms
11. Zoho Survey
12. SalesIQ
13. Zoho Analytics
14. Zoho Creator
15. Building Actionable Reports and Dashboards (CRM)
16. Best Practices to Adopt and Evolve Your CRM