Mastering Zoho CRM

1. Front Matter

   Pages i-xxv

   PDF

2. Zoho Suite from 10,000 Feet

   • Ali Shabdar

   Pages 1-19

3. CRM at Your Business Core

   • Ali Shabdar

   Pages 21-38

4. Getting Started with Zoho CRM

   • Ali Shabdar

   Pages 39-60

5. Running Your Business on Zoho CRM

   • Ali Shabdar

   Pages 61-130

6. Take Control of Marketing

   • Ali Shabdar

   Pages 131-157

7. Integrating CRM with Zoho Ecosystem

   • Ali Shabdar

   Pages 159-176

8. Taking CRM and Your Business to the Next Level

   • Ali Shabdar

   Pages 177-238

9. Back Matter

   Pages 239-241

   PDF

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.

• Zoho
• Business application development
• REST API
• Google API
• SaaS
• web development

• Vancouver, Canada

  Ali Shabdar

Ali Shabdar is a Marketing and Technology Advisor working with a number of SMBs internationally. He has studied Electrical Engineering, IT, and Marketing and has more than 15 years of experience in the information technology and marketing industries. He has worked with the Zoho suite since early 2008, and helped many SMBs and solopreneurs to improve productivity, manage processes, increase sales, and serve clients efficiently and more effectively by utilizing Zoho’s offerings. When designing cloud-based systems, Ali utilizes his applied knowledge in business process management, user experience and usability design, databases, and computer programming, which result in well-crafted solutions for real life problems.

Policies and ethics