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 1: The Foundation Modules – Understanding the Building Blocks of Success

Building a successful Customer Relationship Management (CRM) system is a journey. Before you begin, you must decide on a destination by defining your why. In this chapter, you will learn how to define your why, and you will also come to understand how to measure the success of your new CRM system. Furthermore, you will learn about the foundation modules of Zoho, understanding the purpose of each module and how they relate to each other.

Combining your why with a solid foundation will provide you with excellent building blocks to success. In doing so, you will be defining your destination, your expectation when you get there, and a clear route plan of how you are going to get there. These are all prerequisites of a successful CRM journey.

In this chapter, we will cover these topics:

  • Exploring the need for a new CRM system
  • Understanding why CRM is more than just a sales and marketing tool
  • Defining key objectives and measures of success
  • Introducing the foundation modules—Leads, Deals, Accounts, and Contacts