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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
Concepts
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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

Chapter 9: Zoho Campaigns

Zoho Campaigns is an enterprise-level email marketing platform, comparable in functionality to most other software in this sector. If you have Zoho CRM and do not use this application, you could be missing a trick due to its powerful two-way integration with Zoho CRM.

In this chapter, you will gain an understanding of the key functionality of Zoho Campaigns. You will learn about one of the fundamentals missed by a lot of users – how to automatically connect Zoho CRM to Campaigns and keep your mailing lists constantly up to date. You will get an understanding of how to create a basic email campaign before finishing off with many a marketeer's dream – how to create email workflows and automate your marketing.

The topics covered in this chapter include the following:

  • Getting an overview of Zoho Campaigns
  • How to synchronize mailing lists with Zoho CRM
  • Getting started with one-off campaigns
  • Using workflows to automate...
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