Building Expert Business Solutions with Zoho CRM: An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

Dominic Harrington

Aug 2021 · Packt Publishing Ltd

About this eBook

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 dataKey FeaturesUnlock the full potential of advanced Zoho CRM features to supercharge your business solutionsCustomize your Zoho CRM solutions to achieve scalable and long-term customer engagementStreamline your entire business for digital transformation by integrating CRM with different Zoho products and applicationsBook 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 learnManage customer relationships and acquire new customers quicklyUnderstand the importance of Leads, Deals, Contacts, and Accounts modulesUse game-changing workflows and automation to manage opportunities and clientsExplore how custom functions can extend the functionality of your CRMIntegrate Zoho CRM with other Zoho apps such as Zoho Campaigns, Forms, Survey, and CreatorDiscover how to keep your CRM fit for the future and achieve continuous growthWho 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.

About the author

Dominic Harrington has over 20 years' IT experience, specializing in helping business owners and managers to get the best value and results from their software. Dominic inspires his clients to learn, adapt, and succeed with adoption of business applications by explaining technical to non-technical concepts to people in an easy-to-understand manner. Since 2015, through his successful consultancy business, Dominic has helped over 300 businesses adopt Zoho CRM in the UK across a wide range of business sectors, with businesses ranging between 1-1,500 employees and with turnovers from £30k to +£100 million. As a Zoho Development partner, his business has also released five applications on Zoho Marketplace to date – with plans for more underway.