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

Three early milestones to focus on

In this section, you will learn about three milestones that you must aim for when starting to use the CRM. Pay attention to these and it is pretty much guaranteed to speed up the successful adoption and you will experience a quicker ROI. Let's start with the first milestone.

Milestone 1 – all users are using the system – every day

While this may sound straightforward and glaringly obvious, it is often overlooked, and you would be surprised by how many new users of Zoho (or indeed any CRM) will trip over at this first hurdle. There are a few reasons for this, which you need to be aware of yourself and especially for other users.

Old habits die hard

If you are new to CRMs, then it is hard to change habits overnight, so you must make sure that each user makes a conscious effort to use the new CRM every day. According to many studies, it takes an average person between 18 and 28 days to change a habit. So, you need to ensure...