The Quickstudy Guide For Zoho Crm

The QuickStudy Guide for Zoho CRM

Building Expert Business Solutions with Zoho CRM

Create world-class Zoho CRM solutions tailored to be a game changer for your business and transform the way you collect, manage, and use customer data Key FeaturesUnlock the full potential of advanced Zoho CRM features to supercharge your business solutionsCustomize your Zoho CRM solutions to achieve scalable and long-term customer engagementStreamline your entire business for digital transformation by integrating CRM with different Zoho products and applicationsBook Description Zoho CRM is one of the most user-friendly, configurable, and competitively priced CRM systems for managing all your customer relationships. When tailored effectively to your business, it empowers your team to work smarter and helps your business to achieve more profitable and scalable growth. This book will show you how to make the most of Zoho CRM to increase productivity. You'll start by learning about the foundation modules of Zoho CRM such as Leads, Deals, Contacts, and Accounts, and understand their functionalities that enable you to build effective solutions. Then, you'll explore innovative workflows that will help you to save time and make sure that your sales teams are proactively managing opportunities and clients. The book also focuses on Zoho Marketplace, as well as how to extend the functionality of Zoho CRM using custom functions. You'll cover real-world use cases that will inspire you to extend your Zoho adoption by integrating Zoho CRM with other Zoho apps such as Zoho Campaigns, Zoho Forms, Zoho Survey, and SalesIQ. Finally, you'll discover best practices for adapting and evolving your CRM solutions and maintaining your CRM to achieve continuous improvement. By the end of this CRM book, you'll have set up a CRM solution that will be fit for the next 10 years of business growth. What you will learnManage customer relationships and acquire new customers quicklyUnderstand the importance of Leads, Deals, Contacts, and Accounts modulesUse game-changing workflows and automation to manage opportunities and clientsExplore how custom functions can extend the functionality of your CRMIntegrate Zoho CRM with other Zoho apps such as Zoho Campaigns, Forms, Survey, and CreatorDiscover how to keep your CRM fit for the future and achieve continuous growthWho this book is for This book is for you if you're a business manager or a business owner interested in learning how the Zoho platform can help transform your business and are looking to gain a practical understanding of how to choose an app from the vast array of Zoho products. Whether you're new to Zoho or have basic experience and want to learn more about its features and apps, this book can help you. Expert Zoho users who want to develop custom solutions for their business will also find this book useful. Foundational knowledge of CRM concepts is expected to get the most out of this book.

Ebi's Visual Guide

This book gives you a general overview of a basic Zoho CRM setup. When you complete the book, you will have a good understanding for the structure of Zoho CRM in both the desktop and mobile applications, as well as the business card scanner mobile app. With this information you will be able to navigate Zoho CRM and clearly understand how the desktop and mobile applications are structured.This book can be used as a User Guide for users of Zoho CRM at your company in contrast to administrators. The types of staff who could use this book as a user guide would be the sales and marketing team as well as the invoicing team.As a next step after this book, use the Administrator's Guide to learn simple techniques to customize your CRM. But in this book, you will get a very clear understanding for how CRM is set up and you will be able to determine how to use CRM within the structure in which it was designed to match your company's needs.