We know how you feel. You start a business with a single system for all your contacts, preferably Google Contacts. You watch your business prosper, all your efforts come true and finally, there comes a day when you need a contact manager. High five! At this point, you start your relationship with us, Zoho ContactManager and decide that this is the right contact management tool, which fits your business needs. Everything is going great, and you start with a blank slate and a brand new contact manager. But as they say – old habits, die hard. All the contacts you have gathered over the years, they would look great in your brand new contact manager. Don’t you think?
It was around noon, on a normal workday, and Dave was at his desk as usual, designing a floor plan for his new client, while humming along to a song that was playing on his stereo system (Dave is a successful architect and runs his own design studio). It was ‘Hotel California’ by The Eagles. As the guitar solo played along, he dropped the pencil and started acting as if he was holding his guitar. He was pretty good with the guitar, and used to jam with a couple of friends on the weekends. Dave was so engrossed in the song, that he was pulling riffs on his ruler, imagining it to be his guitar’s fret board. As he came out of his fantasy, he began to ponder about taking the plunge, and starting a career as a guitarist. But he loved architecture way too much to let go of it. So he mulled taking up a dual career; architect at day, and guitarist at night. It was not long before he became famous in the music circuit. Gradually, he began performing at local concerts on weekends.
He used to meet new people everyday; people like fellow musicians, vocalists, audio engineers from the music industry and people like realtors, interior designers from the architecture & design industry. Keeping track of so many people was turning out to be quite a herculean task. After all, he was pursuing a dual-career, and both these professions revolved around people. As time passed by, he felt the need for some to manage his vast list of contacts. Initially, he felt that an address book would fit his needs. As he began evaluating some of the most popular address books on the market, he started to realize that they offered very limited functionality. The next option was to try a sales automation solution, but he felt such a tool would be overkill for his modest needs like managing contacts, scheduling tasks and tracking work assignments.
The search for an ideal solution came to an end when he heard about ContactManager, which was suggested by a fellow musician during an open jam session. Dave was delighted when he tried his hands at ContactManager. It was just the right mix of simplicity and functionality.
Why did Dave love ContactManager, and how did he use it?
1) He classified and sorted all his contacts using Tags. Contacts were classified by profession into architecture or music. Contacts from the architecture industry were classified as realtors, designers, carpenters and engineers while contacts from the music industry were classified as composers, pianists and vocalists.
2) He collaborated with fellow musicians using Feeds. Music notes and sample recordings were uploaded directly from the cloud. Everyone involved in that music album could easily collaborate online and bring about a symphony.
3) He marked all ongoing music assignments and architecture projects as Deals. He also scheduled tasks and reminders under each of these deals so that he wouldn’t lose track of anything.
Sometimes a CRM system is way too overwhelming for your small business, while a simple address book is completely inadequate, resulting in missed opportunities. ContactManager is the perfect fit. Find us here: https://www.zoho.com/contactmanager
While all characters in this post are fictional, whatever we mentioned about ContactManager is extremely real!
You enter your favorite café. You are greeted with the same familiar warm smile! “The usual?” you are asked. You smile in agreement, and get yourself seated in your favorite seat overlooking the driveway. Within a few minutes of comfortable wait, there comes your favorite expresso, along with a copy of the Times “Here you go, sir! Double Shot, just the way you like it!” You smile, totally wondering which is a more pleasant experience – sipping your favorite coffee from your favorite café, or the warmth with which you are being treated! Every single time!
I asked myself this question: When was the last time someone connected with me on a personal note? When was the last time I was greeted with such a warm smile? Well, I realized I have to take you back in time. My time, from my childhood!
Our neighborhood baker knew my family well. My father would just say “the usual” and the baker would give us bread for the day. He knew that we preferred french bread on weekends, and would take the necessary care to make sure it was there during weekends. We never had to tell him anything, he knew us so well. He’d quietly gift us some muffins whenever there was a family occasion. Everyone in the bakery knew everyone in the neighborhood. We might not have known many people or had many contacts during those days. But the ones we knew, we knew them well. Very well!
Zoho CRM for Google Apps has certainly been a winner in the Google Apps Marketplace, and our customers love us for this! But, we always felt there was something missing. Today, we’re addressing that missing bit, with…
yes, you guessed it right – You can now synchronize both your Contacts and Calendar between Zoho CRM and Google Apps!
Google Contacts Sync
As a Google Apps user, managing your contacts data is a lot more easiernow. And how is that? You can work on a single version of the data in both Zoho CRM and Google. No more duplicate entries and you can also schedule your sync frequency. So, in case you want your contacts to be synchronized on a weekly basis, all you have to do is: select the type of sync as “Between Zoho CRM and Google (two-way)” and set the frequency to “Weekly”. Bam! You’re done!
Well, what will happen if there is a conflict while syncing you may ask? Simple. You get to choose which data should take precedence – Zoho CRM Vs Google Apps. More power to you!
So…what happens if you want to periodically push contacts only from Google Apps to Zoho CRM or vice versa? No problems, we give you those options too!
Google Calendar Sync
Now how does the synchronization of calendar work? The options are very similar to the Contacts Synchronization and here you get to sync events between your Zoho CRM and Google Calendars on a periodic basis.
Think of it this way. There’s a business contact of yours who has requested for a product demo the Monday after next. You quickly add this detail to your Google Calendar. The synchronization of this event between your Google Apps and Zoho CRM is taken care of in the background…based on your settings, of course. You also get the option to add reminders from your Google Calendar to Zoho CRM.
These features are available to all Google Apps Users using the Zoho CRM – Enterprise Edition.
So go ahead, collaborate and communicate better with your customers using Zoho CRM for Google Apps.