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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

Product type Paperback

Published in Aug 2021

Publisher Packt

ISBN-13 9781800564664

Length 352 pages

Edition 1st Edition

Tools

Zoho CRM

Concepts

CRM

Author (1):

Dominic Harrington

View More author details

Table of Contents (22) Chapters

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

Example dashboards to accelerate a successful CRM experience

Many Zoho users have common objectives from their CRM system, and thus similar reporting requirements. For this reason, Zoho has provided a gallery of dashboards to select from and tweak slightly to fit your solution. Using this gallery will serve two purposes: it will inspire you and also help you develop the dashboards much more quickly—win-win!

To access the gallery from your own dashboard created earlier, click on Add Component | Pick From Gallery. You will now be presented with the gallery, as shown in the following screenshot:

Figure 15.21 – Analytics Gallery, grouped into five categories displayed on the left

Within the gallery, the reports have been grouped into five types, as follows:

Org Overview: This set of dashboards contains the type of summaries that would be reviewed during regular management meetings. You will recognize some of the KPI and Target Meter...

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Authors (1)

Harrington

Harrington

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.

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