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

Getting started with Zoho Forms

If we had to summarize what Zoho Forms does in a few words, it would be electronic data capture. Throughout the customer journey within our business process, there is a lot of data that we must capture. Let's consider several examples of ways in which we can utilize Zoho Forms within our businesses:

Lead capture: We can replace our Contact forms on the website with a Zoho form to easily capture inbound inquiries/leads.
Lead generation: We can use Forms as a sign-up process. For example, a prospect wanting to download a report or receive some exclusive content can complete a short web form, which will add them as a lead in Zoho CRM and automatically provide them with an email with an attachment or redirect them to a hidden page on your website.
Discovery/needs analysis meeting: Our internal sales team can use a form to ask all the questions needed to fully understand the customer's needs. Very useful for professional services...