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

Getting to know your website visitors

The data that you capture in SalesIQ is useful in its own right to track visitor activities. However, when you know who these visitors are then this increases the value of this data exponentially. In this section, you will learn about integrating Campaigns, CRM (emails), and Forms with SalesIQ.

To get to know who these visitors are, they need to perform at least one of the following activities:

Engage in a live chat.
Click on an email campaign (integrated with SalesIQ).
Click on a SalesIQ link from within an email sent manually or automatically from CRM.
Submit a form (integrated with SalesIQ).

Upon the completion of one of the aforementioned activities, SalesIQ will match the Internet Protocol (IP) address to the email address. From this point onward, you will know the name and email of this visitor, and all the subsequent website visits will be captured in CRM. While engaging in a live chat is self-explanatory, let...