Book Image

Building Expert Business Solutions with Zoho CRM

By : Dominic Harrington
Book Image

Building Expert Business Solutions with Zoho CRM

By: Dominic 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)
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

Chapter 9: Zoho Campaigns

Zoho Campaigns is an enterprise-level email marketing platform, comparable in functionality to most other software in this sector. If you have Zoho CRM and do not use this application, you could be missing a trick due to its powerful two-way integration with Zoho CRM.

In this chapter, you will gain an understanding of the key functionality of Zoho Campaigns. You will learn about one of the fundamentals missed by a lot of users – how to automatically connect Zoho CRM to Campaigns and keep your mailing lists constantly up to date. You will get an understanding of how to create a basic email campaign before finishing off with many a marketeer's dream – how to create email workflows and automate your marketing.

The topics covered in this chapter include the following:

  • Getting an overview of Zoho Campaigns
  • How to synchronize mailing lists with Zoho CRM
  • Getting started with one-off campaigns
  • Using workflows to automate...