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

Introducing Zoho Marketplace

In July 2016, Zoho launched an online store, a place for users to purchase extensions and custom-built applications. Their launch partners included software companies such as DocuSign, Eventbrite, Mailchimp, SurveyMonkey, and Zendesk, among many others. Five years on, there are now over 1,000 applications (or extensions as they are commonly known), most of which are free.

Zoho has developed several extensions that enhance the CRM experience by providing a seamless link between Zoho CRM and some of its other business applications. Extensions provide feature enhancements, integrations with third-party software, and many other solutions for common business needs.

There are two ways to access the Marketplace, either by visiting https://marketplace.zoho.com/home or, more conveniently, directly from within your CRM by navigating to Setup | Marketplace | All.

When accessed from within Zoho CRM, you can search by category (from the drop-down list) or by...