Building Expert Business Solutions with Zoho CRM (ebook)

Building Expert Business Solutions with Zoho CRM (ebook) - Opis

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. Spis treści: 1. The Foundation Modules - Understanding the Building Blocks of Success2. Leads - Getting it Right the First Time3. Deals – Sales Funnels to Fuel Your Business Growth4. Accounts and Contacts - The Beating Heart of Your CRM5. Working with Other System and Custom Modules6. (...) więcej Game-Changing Workflows and Automations7. Essential Systems Administration8. Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations9. Zoho Campaigns10. Zoho Forms11. Zoho Survey12. SalesIQ13. Zoho Analytics14. Zoho Creator15. Building Actionable Reports and Dashboards (CRM)16. Best Practices to Adopt and Evolve Your CRM O autorze: 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. mniej