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 15: Building Actionable Reports and Dashboards (CRM)

The reporting and dashboard capability within Zoho Customer Relationship Management (Zoho CRM) is first class. There is a common saying/cliché in business: Whatever gets measured, gets done. Whether or not you believe this to be completely true, it is difficult to argue against the fact that measuring performance is an essential undertaking for every business that wants to become successful.

Every business at some stage sets goals, followed by targets to help it achieve these goals. Therefore, it follows that we need to measure how we are performing against such targets. Zoho CRM facilitates this by allowing a majority of fields in every module to be used within a report as a measure or as a filter. Also, many numerical and statistical functions (similar to those in Excel) are built into the software. As Zoho users, we have in our hands the tools to create actionable, insightful, intuitive, and visual dashboards with...