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

Chapter 12: SalesIQ

SalesIQ is a powerful and insightful tool that will allow you to engage with prospects and clients using a live chat facility. This tool, when enabled, will also track website visitors so that you can better tailor communication to them and trigger alerts for your team.

In this chapter, you will learn the basics of live chat that will help you convert leads and personalize some of the marketing content once you know which pages have been visited, by whom, and when. As the saying goes – knowledge is power!

The following topics are covered within this chapter:

The importance of connecting SalesIQ to your website
How can you connect SalesIQ to your website?
Integrating SalesIQ with CRM
Getting to know your website visitors
Live chat, visitor tracking, and workflow automation

By the end of this chapter, you will have gained an understanding of the unique value proposition of SalesIQ and how to connect this tool. You will have...