Building Expert Business Solutions with Zoho CRM

person icon Packt Publishing

Building Expert Business Solutions with Zoho CRM

Building Expert Business Solutions with Zoho CRM


This eBook includes

Formats : PDF (Read Only)

Pages : 352

ISBN : 9781800566712

Language : English

About the Book

Book description

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.

Building Expert Business Solutions with Zoho CRM

eBook Preview

Author Details

Packt Publishing

Packt Publishing

Founded in 2004 in Birmingham, UK, Packt's mission is to help the world put software to work in new ways, through the delivery of effective learning and information services to IT professionals.

Working towards that vision, we have published over 6,500 books and videos so far, providing IT professionals with the actionable knowledge they need to get the job done - whether that's specific learning on an emerging technology or optimizing key skills in more established tools.

As part of our mission, we have also awarded over $1,000,000 through our Open Source Project Royalty scheme, helping numerous projects become household names along the way.

Our students work
with the Best

Related eBooks

View More

Annual Membership

Become a valued member of Tutorials Point and enjoy unlimited access to our vast library of top-rated Video Courses

Subscribe now
People having fun around a laptop

Online Certifications

Master prominent technologies at full length and become a valued certified professional.

Explore Now
People having fun around a laptop

Talk to us