Win More Deals with Document Analytics In Zoho CRM

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This is a guest blog post by Adam Metz, the author of Amazon #1 internet-marketing best-seller ‘The Social Customer’, and the VP of Business Development at PandaDoc.

Zoho CRM users have been able to send documents to their contacts for five years. The company even added a real-time editor into their Document Library 3 months ago.

But they’ve never had integrated Document Signature or Document Analytics. Until now.

PandaDoc and Zoho CRM IntegrationLet’s say you want to send Emily, one of your leads, a Google Slides presentation or a Microsoft OneDrive document to read or sign. PandaDoc and ZohoCRM IntegrationSure, you could share the document with Emily via email. But once the doc leaves Zoho, it’s tough to tell whether she read every page of it, signed it, or even looked at it.

Most sales professionals want deep visibility into what their customers are thinking. It’s difficult to sell in a competitive situation without this kind of “deal intelligence.”

“Deal Intelligence” on Documents to Leads

Currently, Zoho CRM customers can upload their documents from many different formats. Now you can also send those documents to your Zoho CRM contacts faster and find out:

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Collaboration just got easier with the New Real-time Editor in Document Library

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Last year, we released Document Library, which made it easy to manage all your sales collateral, marketing material, proposals and more, right within Zoho CRM. Now, we’ve gone a step further and improved our editor in Zoho Docs to support chat collaboration and real-time editing.

Take this case of the Sales Team at Zillum Corp. Patricia, one of the sales reps, is excited! She has just closed a big deal, which she had been working on for a few months. She starts working on the Service Level Agreement, and notices some sections that require help from her manager and the legal team.

She shares the document with Charles from the legal team, and instantly he is notified about the document via email. When Charles views the document, Patricia gets an alert, and she can even chat with him then and there! That’s not all, she can also see what Charles is revising, and in turn, Charles can also see the changes Jasmine is making. And the whole document is finalized in a matter of minutes and sent to the customer.

Document-LibraryNow, that’s a lot easier to communicate with your team and get the reviews done instantly, right?

The new editor is available in Zoho Sheet, Zoho Writer and Zoho Show. Do try this feature and let us know what you think.