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

Channels

In this section, you will gain an overview of the different channels you may wish to integrate your CRM with. Then we focus on the most important channel, email, and explain how to integrate the CRM with your emails. This integration will add huge value and improve the CRM user experience significantly.

The key communication channels that we can integrate with Zoho CRM within the setup are as follows:

Email: You may send emails from Zoho CRM to your Leads/Contacts. Once you have enabled the configuration, inbound emails and replies from your customers will also appear in the CRM against the respective record. Refer to the next section for further details on this.
Telephony: It is becoming increasingly popular to have a Voice Over Internet Protocol (VOIP) integration with Zoho. This enables inbound and outbound calls to be automatically logged against the contact or lead record. A simple click to dial feature also improves the user experience. Speak to your telephony...