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.

Teaches you to use Zoho CRM effectively to benefit your business. This book takes you through a number of real-life scenarios and teaches you how to use Zoho CRM to create solutions for your business, with no technical background needed and with little to no coding required. Sound too good to be true? Technology makes our lives easier and there are a large number of resources on offer to help with various tasks, including managing business information. With all the tools, apps, and services to choose from, it is still a daunting and often expensive undertaking for businesses to create solutions that fit their specific requirements. That’s where Zoho CRM comes in. Using this book you can create a fully-functional cloud-based app that manages your company information, is elegant to use, and cost-effective to maintain. Basic computer and internet skills is all you need to successfully launch your very own CRM with the help of this book. Get started today with Mastering Zoho CRM. What You'll Learn Set up Zoho CRM properly from the ground up Model your business processes and implement them on Zoho CRM Centralize and manage your entire marketing, sales, and customer service processes Integrate CRM with other Zoho tools to streamline day to day business operations Create powerful dashboards and reports to provide relevant, actionable information to concerned people Use advanced CRM features such as workflow automation, role-based security, territories, etc. Connect Zoho CRM to external tools and services to extend features, and let CRM scale up with your business needs. Who This Book Is For Small business owners and solopreneurs who want to take control of the beating heart of their business –their marketing, sales, and customer-service efforts– without spending tens of thousands of dollars on customized solutions. Solution providers and consultants who want to learn the ins and outs of one of the hottest CRM tools in the market and provide winning related services to their clients by adding Zoho to their list of offerings.

Learn how to use Zoho Creator effectively to benefit your business. This book takes you through a number of real-life scenarios and teaches you how to use Zoho Creator to create solutions for your business, with no technical background needed and with little to no coding required. Sound too good to be true? Not with Zoho Creator. With the help of this book you can create a fully-functional cloud-based app that manages your company information, is elegant to use, and cost-effective to maintain. Get started today. Technology makes our lives easier and there are a large number of resources on offer to help with various tasks, including managing business information. With all the tools, apps, and services to choose from, it is still a daunting and often expensive undertaking for businesses to create solutions that fit their specific requirements. Mastering Zoho Creator will guide you through all of this. What You'll Learn Build Zoho Creator applications properly from the ground up Design with the user in mind Design with the data in mind Create and launch real world business applications, such as real estate management system Integrate your app with external tools and services Extend the capabilities of other Zoho offerings such as CRM Add advanced features by coding in Deluge scripting language Who This Book Is For Small business owners and solopreneurs who want to create business applications and solution to solve their day-to-day problems without the need for prior technical knowledge, coding, or the help of programmers and expensive external consultants. Solution providers and consultants who want to learn the ins and outs of Zoho tools and create world-class business applications for their clients quickly and efficiently.

A great way to get started on this new, FREE, Web-based productivity and collaboration tool Zoho is a very cool-and free-alternative to Microsoft Office. Known as "cloud" computing because it's totally Web-based, Zoho provides 18 different applications to help you write documents, create spreadsheets, send e-mail, and much more. People love it, but what it doesn't offer are extensive help files, so that's where this practical book comes in. Zoho For Dummies shows you how to use Zoho's most widely used applications, including Zoho Writer, Zoho Notebook, Zoho Show, Zoho Sheet, Zoho DB, Zoho Mail, Zoho Planner, Zoho CRM, and Zoho Projects. You'll get thoroughly up to speed on all common tasks and discover enough tips and tricks to get you power-using Zoho in no time. Zoho is a free, Web-based alternative to Microsoft Office launched in 2007; it is considered to be "cloud computing" because it is categorized as Software as a Service (SaaS) and Web-based The book guides you through common tasks and provides tips and tricks to maximize your productivity and minimize hassle Covers Zoho Writer, Zoho Notebook, Zoho Show, Zoho Sheet, Zoho DB, Zoho Mail, Zoho Planner, Zoho CRM, and Zoho Projects Also provides information about sharing content, scheduling, and more Get your head in the clouds with this friendly guide to the exciting new Zoho "cloud" alternative to Microsoft Office.

According to John Warrillow, the number one mistake entrepreneurs make is to build a business that relies too heavily on them. Thus, when the time comes to sell, buyers aren't confident that the company-even if it's profitable-can stand on its own. To illustrate this, Warrillow introduces us to a fictional small business owner named Alex who is struggling to sell his advertising agency. Alex turns to Ted, an entrepreneur and old family friend, who encourages Alex to pursue three criteria to make his business sellable: * Teachable: focus on products and services that you can teach employees to deliver. * Valuable: avoid price wars by specialising in doing one thing better than anyone else. * Repeatable: generate recurring revenue by engineering products that customers have to repurchase often.

This title presents an holistic view of CRM, arguing that its essence concerns basic business strategy - developing and maintaining long-term, mutually beneficial relationships with strategically significant customers - rather than the operational tools which achieve these aims.