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 10: Zoho Forms

Zoho Forms is a powerful yet intuitive web-form builder application that requires no development or website builder plugins. Zoho Forms can be used to replace emails and spreadsheets for collecting data and, once integrated with Zoho CRM, can trigger workflows, thus unlocking the potential for more automation and saving your team a huge amount of time and effort.

In this chapter, you will learn how to create a form and integrate it with your CRM. You will also gain insight from fantastic, real, working examples from a networking business and a training company.

We will cover the following topics in this chapter:

  • Getting started with Zoho Forms
  • Integrating your form with Zoho CRM
  • Transforming the feedback gathered from members of a business networking (membership) company
  • Transforming the feedback and certification processes of a training company

By the end of this chapter, you will have knowledge and experience of what Zoho Forms...