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

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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

Summary

In this chapter, you have learned how to prepare, optimize, and fine-tune your user profiles and roles so that your users have the right level of access while retaining control and governance of the system. You will appreciate the benefits of integrating email and using organization emails where applicable and know how to improve email deliverability.

You have also learned and gained insight into some of the most valuable features of Zoho CRM, including the customization of modules, pipelines, and templates. You should feel encouraged to try out the scoring rules, especially within Leads and Contacts.

The skills you have gained in this chapter enable you to be a mechanic for your Zoho CRM. Should any of the key components need tweaking or optimizing, you will know where to go and what to do. This will mean that not only will your CRM help your business today, but you will also able to continue to evolve the solution as your business evolves too.

In the next chapter...