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 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations

Now that you have designed and configured the necessary modules of your CRM, the opportunities to further extend the reach and value of your CRM do not and should not end there. We have countless opportunities to enrich the data, extend the functionality or automate other business processes by integrating with other systems.

In this chapter, we will explore the main ways to achieve this while opening our eyes to what is available. We will learn where and how to access yet more ways to enhance your experience of Zoho and how to increase the benefits it can deliver for our business.

You will learn about the Zoho Marketplace and the multitude of extensions that are available, along with some hand-picked favorites. You will gain insights into the ability to create your own custom functions, with some examples to get you started. Finally, in this chapter, we will discuss other types of third...