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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 an overview of Zoho Campaigns

Zoho Campaigns is an email marketing platform that has similar functionality to other software in this category. However, the ability to have two-way synchronization with your CRM gives you a level of flexibility and control that would be practically impossible to replicate with another email platform.

It is important to note that Zoho Campaigns has more to offer than just email marketing and includes other valuable features, which can be summarized as follows:

  • Sign-Up Forms

    There are many pre-designed and responsive email sign-up templates to choose from. The form editor allows you to change colors and background images easily. You may also easily edit the call to action, fields, and text to customize the forms to meet your needs. Further information is available at https://www.zoho.com/campaigns/help/user-manual/signup-forms.html.

  • Pop-Up Forms

    If you need a pop-up form on your website, then there are templates that are almost ready...

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