How Zoho CRM Integration Can Help Improve Business Efficiency and Boost Sales?

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Being one of the most popular CRM systems that help accelerate business growth, Zoho CRM offers tons of customisable features to streamline various business processes. From sales and marketing to customer support, the Zoho CRM system also covers vast business areas. Most importantly, as a lightweight cloud-based CRM, Zoho can be integrated with many other essential tools at zero cost, which makes it the most budget-friendly CRM software in the market today.

To learn more about Zoho integrations, continue reading below. Or go here to know more about the Zoho services that we offer.

Page Contents

A] Which Businesses Can Benefit From Zoho CRM?

1. B2C Businesses:

In the business-to-consumer segment, the sales cycle is shorter as more often than not businesses are trying to sell to individual buyers. This requires faster management and quick responses. As such, with the Zoho CRM, B2C Businesses can easily expedite various processes from a single platform such as lead management, instant surveys (via SurveyMonkey app), marketing automation, among others. This helps B2C businesses to customise their pitch for each individual, which helps boost sales.

2. B2B Businesses:

Zoho CRM for B2B business can help companies simplify different sales operations while allowing them to create a common platform for their stakeholder, vendors, partners, etc. Compared to B2C businesses, B2B business has a longer sales cycle. Thus, here with the integration of various essential tools, businesses can nurture leads for a long period in a hassle-free manner, thereby improving their overall business efficiency.

3. Enterprises:

Zoho CRM can help improve business efficiency by helping automate mundane sales tasks. This software can adapt to complex enterprise needs, and offers customizable and deeply integrated features that are designed to suit various processes.

4. Small and Mid-size Businesses (SMBs):

Zoho CRM helps SMBs to organise and manage leads much more efficiently. This helps streamline the sales process, allowing you to analyze each detail, thus ensuring no customers are overlooked. What’s more, by streamlining daily operations, you are improving customer service which helps increase revenue and boost ROI.

B] Zoho CRM Integration – Featured Applications

With Zoho CRM integration, you can ensure that every aspect of your business is available online. This helps to not only improve the efficiency of the remote workforce but also helps ensure smoother collaboration between employees. Also, one of the major perks of Zoho integration is that essential business apps are available online, so anyone can easily access them from practically anywhere.

Some of the top featured apps that businesses use every day and which can be integrated with Zoho CRM include:

  • GSuite
  • Office365
  • MailChimp
  • WhatsApp
  • GoToMeeting
  • Outlook
  • Google Calendar
  • Zoom
  • DocuSign
  • QuickBooks
  • Google Ads
  • Dropbox
  • Google Drive
  • SurveyMonkey
  • ChatBot

C] Key Modules of Zoho CRM

1. SalesForce Automation:

With the Zoho CRM, businesses can generate, organise and manage leads with ease, which helps enhance sales productivity. You can integrate Zoho SalesIQ with Zoho CRM to monitor how website visitors interact with your website in real-time. It also helps you to provide exceptional customer support 24/7 through custom-built chatbots.

2. Workflow Automation:

By connecting your apps with Zoho Flow, you can automate all your business workflows. It offers a collection of pre-built flows that will help you to automatically accomplish a series of routine tasks. You can get your emails, reports, and records in one place. The best part, it doesn’t require any complex coding for integration and you can create custom integration to automate workflow.

3. Marketing Automation:

This feature allows your marketing team to efficiently run campaigns across various channels and pass on quality leads to the sales team. You can automate your email marketing with MailChimp. Or integrate Google Ads with Zoho CRM to get an overview of how your ad campaigns are performing and the revenue they are generating.

4. Contact Management:

Zoho works seamlessly with help desk software such as Zendesk. This CRM integration ensures that customer tickets are in sync with relevant sales data, which helps the customer-facing team to provide a consistent customer experience.

5. Inventory and Payment Management:

With Zoho Inventory, you can manage orders, track inventory, and integrate with popular online marketplaces like Shopify and payment gateways like PayPal and Razorpay.

6. Campaign Management:

With Zoho Campaigns – SurveyMonkey Integration, you can send email surveys to a large group of customers at a click of a button. While SurveyMonkey helps you create different web-based surveys on product feedback, customer satisfaction, market research, all surveys created in the SurveyMonkey account will also reflect in your Zoho Campaigns account.

7. Storage:

You can integrate storage apps like Dropbox with Zoho CRM to sync your files across devices, which will help you to better collaborate with your team. It also allows you to create, share and edit documents on the cloud. The best part, you can do all this and more without writing a single line of code.

D] Zoho CRM Integration Benefits

The primary benefit of Zoho CRM Integration is you can work with different apps right from a centralise platform, which helps increase the efficiency of your team. With Zoho CRM integration, you don’t need to purchase costly add-ons and tools separately, which helps reduce IT and HR-related costs. Also, by helping you automate routine sales, marketing, and support functions, Zoho integration helps you to free up valuable time, which you can spend on offering better customer service.

Simple to Use and Cost-effective:

Zoho CRM is easy to use as it can be customised according to specific business needs and requirement. To add extended functionality, you can select varied third-party applications that can be added to your CRM. Most importantly, you can integrate various third-party applications with zero coding or additional costs.

Automation of Tasks:

This feature helps save cost and time both. The different tools and platforms that you can integrate with Zoho CRM can help you to automate all routine tasks. This, in turn, can help boost the efficiency of your business, thereby driving more revenue.

Seamless Migration:

Migration of data is also made seamless with Zoho CRM integration. For example, you can directly import any existing documents from Google Drive to Zoho Docs, which helps you to save considerable time and effort while ensuring that the integrity of the data is not compromised.

Omnichannel Communication:

Businesses can now interact with their customers via multiple channels using a single platform thanks to Zoho CRM integration. Zoho allows you to integrate with RingCentral, which is a cloud-based business phone system, especially designed for small business. Likewise, it lets you integrate with WhatsApp so that all messages sent on WhatsApp are easily redirected to WhatsApp Web/Desktop.

Reports, Insights and Analytics:

Apart from third-party integrations, Zoho CRM also offer several apps of its own which helps monitor sales cycle, create charts, customise dashboards, among others. This in-depth analytics helps businesses to understand underlying trends and enables them to make data-driven decisions which helps drive sales.

Real-Time Notifications:

With this feature, you can effortlessly maintain communication with customers as well as your team, no matter where you are. This is made possible by SalesSignals in Zoho CRM, which helps you track customer activities, including on third-party apps. This ensures that you never miss out on a lead and respond quickly to all queries.

#How YES CRM Can Help You With Zoho Integration?

As a Zoho authorised partner, YES CRM offers comprehensive Zoho Integration services. We help you synchronise, track, and manage various apps, add-ons and third-party applications from a centralised unit, thereby helping you maintain data integrity and privacy. Through Zoho CRM integration, businesses can also store and access their data from a single platform, which helps improve business efficiency and operational consistency.

Our certified CRM consultants can help customise different apps to suit specific business requirements. Zoho CRM can be integrated with Zoho products such as ZOHO Projects, ZOHO Campaigns, ZOHO SalesIQ as well as other third-party business apps such as Google Calendar, Office 365, Microsoft Outlook, etc. This integrated suite of business apps can help automate varied processes, thereby fostering business productivity which can result in increased sales.

Contact us today to know how we can help you to continually improve your business with Zoho CRM integrations.

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