Advanced CRM software has become the most important application in an organization to streamline sales funnel management. Zoho CRM is among the top CRM systems that provide full-fledged software to manage all the organizational dynamics efficiently. Sales management in any organization holds a significant role in deciding business revenue. Due to increased competition in the digital market, the need for technology adoption has become a must to survive as well as to thrive.
Importance of Integration Tools
To streamline the business operations, there are some potential tools and software that help automate the particular module entirely. From sales management to finance and accounting, marketing campaigns management to subscriptions management, and project management to analytics and reporting, all modules are managed seamlessly with integration tools.
Zoho CRM offers a wide range of features and capabilities to businesses that ultimately help streamline the business workflow. Other than its own functionalities, Zoho CRM provides integration with potential software and tools that increase the performance of an organization as well as brand image.
Also Read: 5 Key Impacts of CRM Integration on Sales and Revenue
Zoho CRM Integrations
Below are some of the integration options that Zoho CRM supports to businesses;
Zoho Docs
Zoho CRM integration with Zoho Docs allows users to get access to data both online and offline. It provides enhanced documentation support on the virtual device. By syncing the data with the user’s system, productivity could be increased. With Zoho CRM, businesses can organize the documents and files related to employees, customers, and the organization in one place. Also, the integration provides many document creation options such as creating spreadsheets for data management. Businesses can also create privacy documents, terms and conditions as well as some document templates to employ them in the daily operations. Files can be shared with specified recipients as well.
Zoho Books
Along with the features of Zoho CRM, it provides integration with the Zoho Books and allows businesses to empower their accounting department by automating its certain modules in a streamlined manner. To make billing and invoicing processes handy, Zoho Books can be integrated with Zoho CRM to rationalize the performance and enhance productivity through organized transaction data. Zoho Books also helps in controlling the expenses and shapes the business infrastructure in such a way that it aligns well with business needs.
Zoho Projects
Businesses can integrate Zoho CRM with Zoho Projects for efficient project management. No matter if there are multiple projects to handle, Zoho Projects has the capability of simultaneously keeps track of each project, its status, and its progress. Zoho Projects has enriched features that when integrated with Zoho CRM provides versatility and scalability to business entities. The integration gives golden opportunities to businesses such that they could be used smartly to grow business and increase sales.
Zoho CRM Plus
Zoho CRM Plus integration in the Zoho CRM gives rich and additional features that allow businesses to have a 360-degree view of all the customer details to make data access easier. Moreover, it empowers customer support for businesses which ultimately helps contribute to enhanced customer experience. Excellent customer support tends to boost up sales as well.
Also Read: The role of Zoho CRM in Workflow Automation and Ensure Influential Business Performance
Zoho CRM also provides integration options for third-party apps and tools that help in streamlining the sales, finance, data management, and analysis operations for businesses.
QuoteWerks
Zoho CRM integration with QuoteWerks helps businesses in easy tracking of client activities. It helps sync the contacts and quotes of customers. The data in one platform thus help understand customer behavior and interests. The data ultimately helps in onboarding customers.
Xero
Zoho CRM integration with an automated financial management system, Xero streamlines the accounting dynamics in an organization. All departments in an organization tend to get highly centralized with the help of Zoho CRM and additionally with Xero.
Eventbrite
Zoho CRM supports integration with Eventbrite that streamlines the operations related to events and their management. All the events in an organization can be managed seamlessly while keeping track of the progress, attendees, and status in an organized manner. The scheduler code in Eventbrite executes automatically and fetches all the updated events in real-time. Zoho CRM integration with Eventbrite streamlines all the event management operations and activities.
RingCentral
To make communication easy for SMBs, RingCentral provides a cloud-based communication platform to connect remotely and ensure seamless collaboration. It is a virtual telephone solution that makes communication easy and connects to customers anywhere around the world. Zoho CRM also provides support with Ring Central which makes it convenient for businesses to streamline their communication channels and reach out to the customers easily.
Techloyce is a Zoho CRM partner and provides support for all the aforementioned integrations options and many more to help businesses streamline their entire workflow. Our services include consultation, integration, implementation, training and support for Zoho CRM and its integrations. To grow, the digital space demands innovative solutions that help businesses compete against the other potential business entities in the market.
Also Read: Reasons Why Zoho Certified Software Support Is a Must in your Business
