eBooks

Access a range of topics and download free ebooks from the library.

Maintaining a Clean CRM Database

One of the most challenging tasks in running a CRM system is ensuring the accuracy and validity of data in it. A poorly maintained set of data can cost a company in more ways than one. Read this ebook to learn some effective ways by which you can maintain a clean, organized and valid data set in Zoho CRM.Download

Email + Zoho CRM for Your Business

We cannot deny the fact that email is an important medium in business communication. When you have the emails in one place and customers' information in your CRM, you can’t quickly access the communication you’ve had with your customer. In this ebook, discover the various options to bring together email communication and your customer data in one place.Download

8 Tips for Successful CRM Implementation

When almost every company uses some form of CRM or the other, it is observed that many tools are not explored to their full potential, or not even used. This ebook gives you eight useful tips to help you use your CRM in the best way possible, improve your productivity, and drive a much higher return on your investment.Download

Ready to sell on the go?

A mobile CRM is not a downsized version of the desktop CRM. It’s a more specialized and dedicated platform aimed at higher productivity. In the mobile version, you concentrate on what matters most. In this ebook, find out about the useful features that the mobile CRM has to offer.Download

Getting your sales reps to love CRM

Most sales reps are not fond of using CRM software. They have to enter data manually and spend countless hours doing reports. They claim that the CRM isn’t user-friendly. However, the CRM systems have a ton of features which is quite beneficial to the salespeople. Read this ebook to find out how to manage your CRM system to get your sales reps to love it and adopt it?Download

Become a smarter sales rep with Zoho CRM

At some point in our lives we have all dreamed of possessing superpowers to do extraordinary things. We all need a good CRM system that’s flexible and does most of the sales automation, leaving you to just focus on closing deals. In this ebook, familiarize yourself with features of Zoho CRM that could help you become that smarter sales rep at your workplace who is always one step ahead of the rest.Download

Getting Started Workbook for Admins

As an administrator in Zoho CRM, you have some initial tasks to perform at setup and responsibilities for maintaining the CRM. In this ebook, find out these tasks that range from configuring various entities in Zoho CRM to monitoring other users’ tasks and learn how to get started with Zoho CRM as an administrator.Download

Gain Insight into Sales with 3 Types of Reports

It is always helpful to go back and analyze what brought more deals to a closure. For this, you pull a variety of reports to get the information that you need. But do these reports provide insights to effectively manage your sales process and sales team! This ebook will help you distinguish three main categories of reports in Zoho CRM that will provide value to your business.Download

9 Nifty Tips to Optimize Web Forms

Lead generation, as we know is all about attracting people to your business and you can take these efforts a step further by using a good web form builder. In this ebook, take a look at some tips on setting up a good web form and also hints on how to implement them using Zoho CRM.Download

Decision Guide for Territory Management

When your business is spread across regions and you have multiple office divisions, departments and numerous products/services, it is not an easy task to assign customer accounts to sales teams without proper planning. Territory Management is a system by which customer accounts are grouped based on a defined set of criteria. Use this ebook to decide if Territory Management is the solution for your business.Download