Zoho One Essentials: Mastering Zoho CRM
About this ebook
Learn How To:
b”/bStore complete contact information, including name, company, phone numbers, mailing addresses, and e-mail addresses.brb”/bRecord dated notes for each of your contacts so that you can easily keep track of meaningful conversations and activities. This feature is handy for those of us who forget things on occasion.brb”/bKeep a calendar that is cross-referenced with the appropriate contact so that you have a complete record of all interactions that you’ve had—or will have—with a contact.brb”/bAccess reports and dashboards so that you can glean insight into your business based on the information in your database.brb”/bMerge your contact information into templates you create for marketing campaigns and other purposes. You can send those merged documents via snail mail, fax, or e-mail.brb”/bManage your sales pipeline with built-in forecasting tools.brbrbWhat Is Customer Relationship Management (CRM)?/bbrCRM stands for customer relationship management and typically refers to software, like Zoho, that helps you manage your customer relationships. From a sales perspective, it means things like inputting and tracking leads, checking up on those leads, converting leads to contacts, and ultimately to deals. From a management perspective, you can track the progress of your sales team, create and run reports, and gather insights into your sale cycles and forecasts. Simply stated, the goal of a capable CRM product, such as Zoho, is to run your business efficiently, effectively and to increase profitability.brbrbContents:/bbrWhat in the World is Zoho?brWorking with Contact RecordsbrWorking with Contact RecordsbrFind And Change RecordsbrStay in TouchbrHave it Your Way (set up the system)brManaging UsersbrE-mail BlastsbrPipelines and DealsbrManaging ProductsbrProjectsbrCasesbrReports and DashboardsbrHacks and Shortcutsbr
About the author
A full-time consultant and trainer since the 1980s, Karen Fredricks is the author of thirteen books on CRM and Contact Management Software, including eleven “For Dummies” titles. Her work includes titles on ACT, Outlook, SugarCRM, Outlook Business Contact Manager, and Microsoft Office Live. She created training videos on Outlook and ACT! for LinkedIn Learning. A true CRM fanatic, she is the Virtual CRM Users Group founder and holds frequent webinars focusing on CRM usage. Karen’s company, Tech Benders, provides consulting, support, and training services for a variety of CRM products. Her focus is on making companies more efficient and productive—and therefore more profitable. She has worked with numerous Fortune 500 companies and other well-known entities, including the PGA, the ATP, FPL, and Volvo of North America.
