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Table of Contents
At a Glance; Contents; About the Author; About the Technical Reviewer; Foreword; Introduction; Chapter 1: Zoho Suite from 10,000 Feet; Sales and Marketing Apps; CRM; SalesInbox; SalesIQ; Survey; Campaigns; Sites; Social; Contact Manager; Forms; Motivator; Email and Collaboration Apps; Mail; Notebook; Docs; Projects; Connect; BugTracker; Meeting; Vault; Showtime; Chat; Business Process Apps; Creator; AppCreator; Reports; Site24x7; Finance Apps; Books; Invoice; Subscriptions; Expense; Inventory; IT and Help Desk Apps; Desk; Assist; ServiceDesk Plus; Mobile Device Management
Human Resources AppsRecruit; People; Where to Start; Summary; Chapter 2: CRM at Your Business Core; The Why, the What, and the How; CRM; Beyond CRM; ERP; BPM; Process, Process, Process; Map All Processes; How to Map Processes; BPMN; Tools of the Trade; Getting Started with Process Mapping; A Dash of BPMN 2.0; Your First Process Map; Summary; Chapter 3: Getting Started with Zoho CRM; Getting Started; Quick Tour of the Homepage; CRM Terminology; CRM Modules; Setting Up Zoho CRM; User Management; Email Settings; Enabling SalesInbox; Summary; Chapter 4: Running Your Business on Zoho CRM
Managing the Sales PipelineLeads; Lead Qualification; Opportunities; Getting Started with Sales Force Automation; Managing Leads; Adding a New Lead; Interacting with Leads; Importing Multiple Leads; Bulk Operations; Mass Updating Leads; Mass Transferring Leads; Finding Leads; Searching for Leads; Narrowing Down the Search Scope; Filtering Through Leads; Views; Customizing Views; Creating Custom Views; Converting Leads; Deals; Keeping the Stage Up to Date; Viewing Deals; Homepage Dashboard; Customizing Stages; Quotes; Emailing Quotes; Customized Templates
Creating a Custom Template with HTML and CSSConverting Quotes to Sales Orders; Converting Sales Orders to Invoices; Reports; Using Existing Reports; Creating New Reports; Forecasting Your Business; Creating Your First Forecast; Summary; Chapter 5: Take Control of Marketing; Marketing in the World of Micromoments; Campaign Management; Creating Campaigns; Customizing Campaigns Module; Adding Leads to Campaigns; Webforms; Creating a Webform; Mass Email; Sending Mass Emails; Sending Schedules Mass Email; Zoho CRM for Google AdWords; Zoho Suite Marketing Arsenal
Email Marketing with Zoho CampaignsManaging Social Media Channels with Zoho Social; Collecting Customer Feedback with Zoho Survey; Summary; Chapter 6: Integrating CRM with Zoho Ecosystem; All the Zoho Integrations; Integrating with Zoho Mail; Sharing Emails with Other CRM Users; Integrating with Zoho Projects; Integrating with Zoho Finance Suite; Integrating with Zoho Creator; Summary; Chapter 7: Taking CRM and Your Business to the Next Level; Security Management; Managing Users; Managing Profiles; Creating Profiles; Managing Roles; Creating Roles; Managing Data Sharing
Human Resources AppsRecruit; People; Where to Start; Summary; Chapter 2: CRM at Your Business Core; The Why, the What, and the How; CRM; Beyond CRM; ERP; BPM; Process, Process, Process; Map All Processes; How to Map Processes; BPMN; Tools of the Trade; Getting Started with Process Mapping; A Dash of BPMN 2.0; Your First Process Map; Summary; Chapter 3: Getting Started with Zoho CRM; Getting Started; Quick Tour of the Homepage; CRM Terminology; CRM Modules; Setting Up Zoho CRM; User Management; Email Settings; Enabling SalesInbox; Summary; Chapter 4: Running Your Business on Zoho CRM
Managing the Sales PipelineLeads; Lead Qualification; Opportunities; Getting Started with Sales Force Automation; Managing Leads; Adding a New Lead; Interacting with Leads; Importing Multiple Leads; Bulk Operations; Mass Updating Leads; Mass Transferring Leads; Finding Leads; Searching for Leads; Narrowing Down the Search Scope; Filtering Through Leads; Views; Customizing Views; Creating Custom Views; Converting Leads; Deals; Keeping the Stage Up to Date; Viewing Deals; Homepage Dashboard; Customizing Stages; Quotes; Emailing Quotes; Customized Templates
Creating a Custom Template with HTML and CSSConverting Quotes to Sales Orders; Converting Sales Orders to Invoices; Reports; Using Existing Reports; Creating New Reports; Forecasting Your Business; Creating Your First Forecast; Summary; Chapter 5: Take Control of Marketing; Marketing in the World of Micromoments; Campaign Management; Creating Campaigns; Customizing Campaigns Module; Adding Leads to Campaigns; Webforms; Creating a Webform; Mass Email; Sending Mass Emails; Sending Schedules Mass Email; Zoho CRM for Google AdWords; Zoho Suite Marketing Arsenal
Email Marketing with Zoho CampaignsManaging Social Media Channels with Zoho Social; Collecting Customer Feedback with Zoho Survey; Summary; Chapter 6: Integrating CRM with Zoho Ecosystem; All the Zoho Integrations; Integrating with Zoho Mail; Sharing Emails with Other CRM Users; Integrating with Zoho Projects; Integrating with Zoho Finance Suite; Integrating with Zoho Creator; Summary; Chapter 7: Taking CRM and Your Business to the Next Level; Security Management; Managing Users; Managing Profiles; Creating Profiles; Managing Roles; Creating Roles; Managing Data Sharing