Zoho CRM for team collaboration

Autor: Zoho Corporation Private Limited

(4 hodnocení)

Share vital CRM records and stay updated on key sales metrics with Zoho CRM.

Zoho CRM is a cloud CRM software designed to help your organizations foster stronger relationships with customers. Manage your entire sales process from end to end with pipeline management, process automation, in-depth reporting, fine-tuned security settings and much more with Zoho CRM. Bring in leads, nurture them through your pipeline and convert them into happy paying customers.

Zoho CRM Features:

  • Generate, nurture and convert leads to lifelong customers with an intuitive pipeline management system.
  • Workflows and process automation tool to help automate tasks to allow sales people more time to focus on engaging customers.
  • Access control, encryption and other security and privacy features protect customer data and ensure their privacy is maintained.

Microsoft Teams Integration Features:

  • Keep track of key business metrics via dashboards attached to your Microsoft Teams tab.
  • Share records from Zoho CRM inside your Teams channel to collaborate on deals or followups regarding vital prospects.
  • Ensures that all team members have access to the same, up-to-date customer information, promoting consistency in customer interactions.
  • Multiple team members can collaborate on customer communication and share important CRM data directly within Teams channel.

  • Reduces the need to switch between applications, saving time and improving overall productivity.

Microsoft Outlook Integration Features:

  • Share information with team members about CRM records via emails to collaborate and follow-up regarding vital prospects.
  • Facilitates messaging extensions, allowing users to share Leads, Contacts, Accounts, and Deals via email.
  • Access customer information and history during email interactions, enabling more personalized and informed communication.

Overall, team members can collaborate seamlessly within their team to manage collectively and work on CRM records, including leads, accounts, contacts, and deals. This collaborative approach fosters better communication, coordination, and efficiency, ultimately leading to more effective customer relationship management and improved business outcomes.

In order to use this app, you must have an active account of Zoho CRM. Please signup/contact us here for more details.

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