Tag Archives: Integration

CRM Centralizes Data So Everyone Can Better Service Customers

| By David Spark
0

What most companies want out of their CRM is customization to generate reports, said Crisantos Hajibrahim of VIWO, a reseller of Google Apps and integrator of popular Zoho apps such as Zoho CRM and invoicing.

Generating reports is the most important aspect of CRM, said Hajibrahim who echoed Gene Marks’ top point in his keynote at the Zoho User Conference, Zoholics, in Burlingame, California.

To generate those reports, you need data. And it’s not just any data, it’s data that’s lined up for your needs. To get that data in such a format, you need a process and that often requires a fix to current processes and business methodologies. Hajibrahim said you need to ask yourself the question, “What is going wrong that needs to be fixed to generate the reports.”

Getting to that point requires a CRM Czar, said Hajibrahim.…


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ClickDesk integrates with Zoho CRM

| By Sharanya R
2

ClickDesk is a cloud based service that lets you communicate with website visitors directly from your instant messengers.

This is a guest post by Jagan Ganti, Product Specialist at ClickDesk.

With tight competition in most businesses these days, it is the level of customer support provided that determines their success. Also, the customer support agents should have all the basic information about the person in chat handy.

With ClickDesk, your visitors can chat from the website, while operators can respond conveniently from Google Talk or Skype. With the integrated browser phone (Flash – VoIP), visitors can also call you in any of the 3 ways – PC, Skype or by using local access numbers provided in 40 countries.

…


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Build better Customer Relationships. Facebook Integration is here!

| By Sharanya R
13

Check out some of these statistics about Facebook.

  1. If Facebook were a country, it would be the world’s third largest.
  2. An average user has 130 friends.
  3. 67% of B2C and 41% of B2B companies that use Facebook for marketing have acquired a customer through this channel.

This makes me wonder: How would it be if a sales rep could use the power of people on Facebook? Imagine how much you’d benefit if your CRM account is integrated with Facebook?

Zoho CRM now offers an integration with Facebook, thus bringing your customers’ Facebook profiles inside your CRM account itself.

So, how does this help to build better customer relationships? Here are a few ways:

Instant information about your prospect:
You have a lead with you.

…


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Reach out to customers on birthdays and holidays with Coconect and Zoho CRM

| By Sharanya R
3

This is a Guest Post by Melinda Yeoh, CEO of Coconect.com. 

We understand that it’s tedious to remember and send birthday greetings to customers. Also, when you are busy, it’s easy to lose track of the time where you didn’t keep in touch with your contacts – An easy mistake for most business owners & sales professionals.

Coconect now integrates with Zoho CRM so that you will never miss sending birthday greetings to your customers. Plus, you’ll have a systematic way to schedule in bulk and send messages, the whole year through. You also do not have to set reminders and tasks for each contact one by one, hooray! All you have to do is to link your Zoho CRM contacts, and your e-card or text messages will be sent to your contacts for the whole year.…


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Dispatch Jobs made easy with vWorkApp and Zoho CRM

| By Sharanya R
1

This is a Guest Post by Michele Goldsworthy, Online Marketing Specialist at vWorkApp.

vWorkApp and Zoho CRM have come together to create the first solution on the market that combines customer relationship management with mobile job dispatching and scheduling. The result? A complete solution for field service companies that provides real-time management and tracking of jobs.

Zoho’s CRM software manages the entire customer life-cycle, including sales, marketing, invoicing, customer support, and more. However, Zoho by itself cannot cater completely to the field service companies. Field service companies also require real-time tools that let them direct, schedule, and track their work in the field, as it’s happening.…


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Key to social CRM success is simple integration of products and channels

| By David Spark
2


 

 

 

Integrating CRM with business processes is both a challenge
and an opportunity. Not only are we faced with a proliferation of products, but
also channels. Every day we wake up there is a new social media forum that our
customers can touch us with, said Om Kundu who is on the Editorial Advisory
Board for CRM Journal, and Director of Thought Leadership for ATP Board.

Are you taking advantage of opportunities? How aggressive
are you integrating your CRM with products and channels?…


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TeamSupport.com Integrates with Zoho CRM

| By Sharanya R
4

This is a guest post by Robert C. Johnson, CEO of TeamSupport.com.



TeamSupport.com, a cloud based customer support management solution, is excited to announce the completion of a powerful new integration with Zoho CRM.

Once the simple setup is completed, the integration provides for the seamless transfer of select customer and contact information from Zoho CRM directly into TeamSupport.  When new support tickets are created in TeamSupport they are automatically added as notes into Zoho so that the sales team can be kept in the loop on support issues.

The transfer and update of contact names, addresses and phone numbers happens seamlessly in the background with no intervention required by either TeamSupport or Zoho users.  When a Zoho user marks an account as a “Customer” then that data is automatically sent to TeamSupport.…


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