More eBooks

Read through more ebooks and get deeper insights on successfully using Zoho CRM.

Revolutionizing customer relationships

Customer relationship refers to the interactions and communication between businesses and their customers and using AI to strengthen these relationships can help organizations unlock new levels of personalization and customer satisfaction.

The importance of Buyer
Personas in a Business

A buyer persona is a semi-fictional mockup of your average client. It can help to build and maintain a solid relationship with your clients. It will increase your chances of keeping them happy.

The Power of Social Selling

Businesses today use social media not only to spark interest in their products or services across a wide audience, but they also humanize their brand and develop a more meaningful and personal relationship with their customers - a process called Social Selling.

Simplifying Sales with
Zoho CRM

A sales rep serves as the bridge between businesses and customers and are faced with many challenges on a daily basis. It is therefore essential that they use efficient tools like Zoho CRM to carry out their responsibilities.

Canvas for Zoho CRM:
A Comparison Guide

Redesign CRM interface across List view, Record Detail, and Portals using Canvas. This comparison guide will help to understand the difference and give ideas to create effective designs.

A Handbook of Zoho CRM Terms and Concepts

A detailed reference guide with a compilation of all key CRM concepts, common definitions, and terminologies.

How to get started with win-loss analysis

Doing a win-loss analysis gives you an opportunity to pave the way for improvement and growth. By interviewing your prospects and customers, you can uncover a lot of valuable insights as it is always rewarding to find out the reasons behind every won or lost deal. In this ebook we will look at the key aspects of win-loss analysis and help you get started with the process for your organization by planning, executing and measuring the results.

Canvas White Paper

Canvas is the industry's first CRM design studio, a monumental feat with a cause. This white paper explores the conception of the idea, what it means for businesses, and how Canvas accomplishes what it's poised to - improving adoption and productivity.

Customer Segmentation based on purchase patterns

The recency, frequency, and monetary values together is a powerful segmentation tool to gather customer’s lifetime value. This ebook helps you implement the RFM model in business to identify your best customers.

FAQs on implementing
the NPS Survey

Net Promoter Score is a leading indicator for understanding where a brand stands. Explore this guide to know what Net Promoter Score is, its benefits, the implementation process, the pros and cons, and more.

Zoho CRM Implementation
Guide for SMEs

Implementing Zoho CRM in an evolving business context requires a clear understanding of the business requirements and the expertise to analyze future growth. This ebook will help you address the challenges and requirements that are often faced during implementation.

8 TIPS for successful
CRM implementation

Get these eight useful tips to help you use your CRM in the best way possible to improve your productivity and drive a much higher return on your investment.

What's an SMB?
It's not what you've been told.

SMBs aren’t small at all, they’re smart and modern businesses. In this ebook understand why they need a CRM and how it can benefit them for years to come.

Embracing the Privacy Era:

Customer data is always important. This ebook explores GDPR and how the right CRM software can ensure that all your business processes remain consistent with all the rules of GDPR.

Automate your sales
processes with Zoho CRM

A large chunk of a sales rep’s day goes into mundane tasks. Engage them in productive activities and improve your business' with our easy-to-use automation tools.

Maintaining a clean CRM Database

Learn some effective ways to maintain a clean, organized, and valid data set in your CRM account and find out some proactive ways to get rid of duplicate records.

Email + Zoho CRM for your business

Explore the various options for bringing together your email communication and customer data in one place. Learn the benefits of contextual information.

Ready to sell on the go?

Concentrate on what matters the most with the mobile edition of Zoho CRM, a more specialized platform for higher productivity.

Getting your sales reps to love CRM

Sales reps aren't always fond of using CRM software. Find out how to design your CRM system so that your sales reps love it and use it.

Become a smarter sales rep
with Zoho CRM

Familiarize yourself with Zoho CRM’s features and become the sales rep who's always one step ahead of the rest.

Getting started workbook
for admins

Learn about administrative tasks ranging from "configurations" to "customizations" and find out how to get started with Zoho CRM.

Gain insight into sales with
3 types of reports

Identify the three main kinds of reports that provide value to your business, and help you analyze what works when closing deals.

9 nifty tips to optimize Web Forms

Get some great tips on setting up good web forms as well as some ideas on how to implement them using Zoho CRM.

Decision guide for
Territory Management

Does your business have multiple office divisions or departments? Find out if Territory Management can help you in assigning customer accounts to the right sales teams.