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

Live chat, visitor tracking, and workflow automation

In this section, you will learn how to get started using the three key areas that may add the quickest value – live chat, visitor tracking, and workflow automation. The live chat feature is a great way to engage in real time with customers and prospects.

Visitor tracking features allow us to learn about visitor behavior, and workflow automation allows us to take action based on the types of behavior. Let's look at live chat first.

Live chat

Open salesiq.zoho.com and click on the settings icon (the cog in the top right). This will take you to the settings menu as illustrated in the following screenshot:

Figure 12.10 – Settings menu within SalesIQ

To help you get to grips with the basics quickly, you can use this section as a quickstart guide. Once you've had a few weeks/months of experience with the application, it's worth reviewing these options and further refining your...