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:
Data Integration
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.
Accounting
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.
Phone
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.
Email Marketing
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.
The Marks Group offers expert-led Zoho training and support on all Zoho apps and products. Contact us at info@marksgroup.net to find out more and check out our YouTube video library!
Read our original article on Zoho.com.
