Integrating Zoho CRM with other Zoho and third-party applications helps you manage your business processes in a more efficient way. Integrations can help offer better service to your customers which can lead to increased sales and profitability. Another aspect which makes the integrations important is that they can streamline internal communication and reduce the number of emails, phone calls and meetings between employees. I can assist you with integrating Zoho and third party apps of your choice so that you can get even more value from your Zoho CRM.
Integrating your Zoho Finance Suite with Zoho CRM can help you to manage sales transactions, purchases from vendors, employee expenses and inventory levels. The Zoho Finance Suite is an amazing tool for professional accountants and sales professionals to create & track transactions, view & manage customer subscriptions inside Zoho CRM along with associating expense reports to CRM records.
Zoho Desk extension tool for Zoho CRM manages all customer ticket information within the CRM account. Integrating Zoho Desk with Zoho CRM will enable you to generate customer support information, check customer satisfaction and manage multiple communication channels in order to handle customers efficiently by prioritizing customer’s requests and response time based on SLAs.
The integration of Zoho Projects allows users to manage projects contextually by tracking the progress of clients’ projects. Without leaving Zoho CRM, project users can create, remove and edit projects, get log information, track project life cycles and get the status of their customers’ deliverables. Zoho Projects extensively let salespeople manage tasks, milestones, time-sheets, analytics, and reports right from their Zoho CRM account.
SalesIQ enables live web chat with your customers and helps in keeping a track of web site visitors. Multiple chat agents can deal with one or more customers at the same time using SalesIQ. You can also redirect the customers to the relevant department. When integrated with Zoho CRM, SalesIQ enables you to easily track down the chat history with a particular customer and adds missed chats as new leads in the CRM so that you can follow up with them.
Advanced CRM analytics byZoho Analytics is accessible to all Zoho CRM subscribers with Basic plan and above. You get 70+ pre-built reports and dashboards which can be accessed from Zoho CRM. You can schedule reports and dashboards for automatic emailing at a certain time like once per day, week or month. It also enables you to create custom reports and collaborate on them with your other Zoho colleagues.
Create an online form for all your business needs that hold all required data fields and send it to your customers to gather their information. Zoho Forms allows you to pre-populate data from Zoho CRM to your form. It creates two-way data sync between Zoho CRM and Zoho Forms. Forms are powerful and also easy to create, share and synchronize which means they can be effectively utilized by anyone.
G Suite, MS Office And O365
Integrating Zoho CRM with G Suite, MS Office and O365 enables you to make your business processes efficient. You can synchronize email, contacts and calendar with the CRM which allows you to easily share files with the clients, access conversational history and be up-to-date with the appointments. You can easily get access to your contacts too inside Zoho CRM through the integration.
By importing your Google Ads marketing investments into Zoho CRM, you can get information about whichkeywords and campaigns are helping with better offline sales. You can get insights about where you are making the maximum sales. Combining Google Ads with Zoho CRM saves time and efforts of your sales personnel that is wasted in juggling between two apps.