Preface

Zoho CRM is one of the most popular CRM solutions on the market, with millions of users worldwide. You should think of Zoho CRM as a platform upon which you can configure your own CRM solution that is tailored specifically to your business. Established in 2006, Zoho continually develops new features, new designs, and new applications every year, which means it is a mature and stable yet innovative and future-proof system. Developed as a native cloud solution with multiple mobile applications available, with Zoho, you and your team can access, update, and review data from any place using any device at any time.

Having helped over 300 businesses implement Zoho in the last few years, I felt compelled to write this book to help others benefit from the journey that my clients and I have been on. I wanted to share the experience, lessons learned, and best practice so that you can make a great start to your Zoho journey and experience accelerated success.

I truly believe that implementing the processes and techniques in this book will be of tremendous benefit to you, and in doing so, you will develop a CRM solution for your business that is fit for the next 10 years of business growth.