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

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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

Use cases and examples

In this section, we look at some examples for you to try using the skills and techniques achieved from this chapter. Compare these to your processes and relate these examples to those, adjusting them accordingly.

Example 1 – Update Deal stage when a quote is sent

In the first example, the standard functionality does not update the stage of a Deal when a related Quote is sent, which forces the user to make a manual change. This is inefficient and, if overlooked, will lead to incorrect pipeline reporting.

Detailed next is the name of the module to which the workflow applies, the outcomes you will achieve, and the suitability of the workflow:

Module: Quotes.

Outcomes: Multiple actions and a task that will help the sales team follow up and facilitate additional workflows later (based on expiry) while also updating the stage of the associated deal.

Suitability: Every business that uses the Quotes module.

A summary of the trigger, conditions...