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

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

How can you connect SalesIQ to your website?

You can create a SalesIQ account and link it to Zoho CRM in a few steps, as follows:

Navigate to https://www.zoho.com/salesiq/signup.html (if you subscribe to Zoho One/CRM Plus, you can just add SalesIQ from the Admin Portal).
When you have created/added your SalesIQ account, the SalesIQ code will appear on the SalesIQ welcome page. You (or your webmaster) have to copy the code from the welcome page, which will appear as follows:
Figure 12.1 – The code that needs to be copied to your website
If you wish just to track your website visitors and do not wish to enable live chat on your website, then remember to uncheck the Add Live Chat box below the code snippet. By default, this option will be enabled/checked.
In your website's source file, paste the code into your existing code anywhere before the </body> tag. Then, save and publish the changes made to your website.

If for any reason you do not...