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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

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

To get the most out of this book

You will need access to the Zoho CRM Professional/Enterprise/CRM Plus or Ultimate edition. You will also need access to either the free or paid editions of the other Zoho applications used within Section 3, Six of the Best Zoho Apps to Integrate with Your CRM.

Note

Some of the features (including integration with CRM) may not be available using the free edition of the six other Zoho applications. Once you have read the chapter, implemented the suggestions, and completed the practical examples, you may wish to consider upgrading to unlock such features.

The rest of the chapter is locked

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Authors (1)

Harrington

Harrington

Dominic Harrington has over 20 years' IT experience, specializing in helping business owners and managers to get the best value and results from their software. Dominic inspires his clients to learn, adapt, and succeed with adoption of business applications by explaining technical to non-technical concepts to people in an easy-to-understand manner. Since 2015, through his successful consultancy business, Dominic has helped over 300 businesses adopt Zoho CRM in the UK across a wide range of business sectors, with businesses ranging between 1-1,500 employees and with turnovers from £30k to +£100 million. As a Zoho Development partner, his business has also released five applications on Zoho Marketplace to date – with plans for more underway.

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