A cloud-based CRM system, like Zoho, allows for users to integrate some of their favorite third party tools and apps. Whether you’ve just signed up for Zoho or you’re thinking about signing up, you may be wondering what add-ins will help enhance your CRM system the most. We recommend the following as must-have Zoho app integrations:
There are various tools out there that Zoho users can use to automatically read their system’s tables, which can then allow users to write and read information in and out of both systems. With the data integration tools that exist nowadays, you can accomplish almost anything.
Although a CRM system is not an accounting system, using the two together can have tremendous benefits. If a customer contacts you, you’ll have all of their information at your fingertips, and be able to track activities such as open invoices, order history, and more. This allows you to save time because you’ll be doing less double entries.
Integrating your phone with your CRM system can provide a lot of productive features, such as organized records with detailed history every time you receive a phone call, or the ability to record a phone call for future reference. Integrating your phone system has never been easier, since many phone systems today are cloud-based and make for simple Zoho app integration. After an easy setup, you’ll be able to keep better track of your business’s calls and make calls quicker.
If you routinely send a significant amount of emails to different opt-in lists, it’s best to integrate an email marketing service with your CRM system. With a solid email marketing service, you can be assured that you’re not sending inappropriate emails or spamming people. After this is validated, you’ll be able to send tens of thousands of emails easily and track your email marketing campaign results in your CRM system. Keep in mind that your Zoho suite is where all of your marketing and communications start. An email marketing tool should use this important information to help get your message out there to as many people as possible, and then keep track of that message via analytics.
Do you need help with integrating some of your favorite third-party apps with Zoho? Do you need general Zoho help, or do you have questions about some of Zoho’s advanced features? From learning the fundamentals to mastering Zoho, Marks Group Live is here to help with our expert training services. From video tutorials to one-on-one support, we offer a flexible variety of online education that is sure to suit any learning style. Curious to learn more about what we have to offer? Sign up for a Zoho training membership today.
Read our original article on Zoho.com.