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Building Expert Business Solutions with Zoho CRM

You're reading from   Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

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Product type Paperback
Published in Aug 2021
Publisher Packt
ISBN-13 9781800564664
Length 352 pages
Edition 1st Edition
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Author (1):
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Dominic Harrington Dominic Harrington
Author Profile Icon Dominic Harrington
Dominic Harrington
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Table of Contents (22) Chapters Close

Preface 1. Section 1: Laying the Foundation
2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER 3. Chapter 2: Leads – Getting It Right the First Time 4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth 5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM 6. Section 2: Take Your CRM to the Next Level
7. Chapter 5: Working with Other System and Custom Modules 8. Chapter 6: Game-Changing Workflows and Automations 9. Chapter 7: Essential Systems Administration 10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations 11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM
12. Chapter 9: Zoho Campaigns 13. Chapter 10: Zoho Forms 14. Chapter 11: Zoho Survey 15. Chapter 12: SalesIQ 16. Chapter 13: Zoho Analytics 17. Chapter 14: Zoho Creator 18. Section 4: Measure, Learn, Evolve
19. Chapter 15: Building Actionable Reports and Dashboards (CRM) 20. Chapter 16: Best Practices to Adopt and Evolve Your CRM 21. Other Books You May Enjoy

Integrating Zoho CRM with other third-party software

In this section, we will consider some of the types of software we can integrate with and get you started on how you can achieve this.

Before we begin integrating the software, it is necessary to understand why we should consider integrating Zoho with other business applications.

Reasons to integrate with a third-party application

The most common reason(s) for integrating with third-party software is to further automate business processes, thus avoiding duplicate data entry and reducing human error. In an ideal world, we may have all of our processes managed within a single application, and in certain industries, industry-specific software can and does manage this. However, historically these systems were expensive and not cost-effective as a small business may have needed only 20% of the capability but would have to pay 100% of the price.

While Zoho has a peerless ecosystem that does allow businesses to manage the entire...

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