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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

Getting started with Zoho Survey

In this section, you will learn the basics of survey creation, which is best illustrated by a working example. The survey we shall create is a simple training course evaluation to be completed by delegates upon the completion of a training course.

Let's start by creating the survey and adding questions.

Creating your survey and adding questions

The process of creating a survey is simple and involves using an intuitive drag and drop interface. This can be achieved by completing the following step:

  1. Open Survey by navigating to https://survey.zoho.com/.
  2. Click on Create Survey.
  3. Note that there are numerous templates available to browse and use; however, we will focus on creating one from scratch as shown here:

    Figure 11.1 – Creating a new survey

  4. Click on Create.
  5. To add questions to our survey, select a question type and then drag and drop from left to right. If you think that you will wish to push the data into...
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