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Zoho CRM Integration2019-08-28T17:44:08+00:00

Zoho CRM Integrations

Zoho CRM is a web-based customer relationship management platform designed to attract, retain, and satisfy customers. Integrating Zoho CRM with the rest of your daily use applications and resources will help you better manage customer information and data points, ultimately helping you grow your business.

What Is Zoho CRM Integration?

Zoho CRM gives companies lead and contact management, as well as sales pipeline management and purchase control. It helps automate daily business activities and track sales. The dashboard for Zoho is customizable and allows you to make it match your needs and branding for your company. 

Zoho CRM offers a wide range of benefits, most of which are related to closing sales and attracting more customers. Automating processes with Zoho CRM makes it possible for your team to do much more, with less action. It ensures employees can work with more efficiency while also giving you better information through all of your programs and applications, which will allow you to make data-based decisions through the reporting processes.

What Are the Benefits of Zoho CRM Integration?

While Zoho CRM is a strong force in customer data management and focuses on sales and attracting more customers, it works best when integrated with other programs. Zoho CRM integration with other business programs like ERP and eCommerce platforms allows your CRM to share customer and sales information throughout your company. Integration helps with report generation, customer services, and a wide variety of benefits that can change how you interact with your customers, your information, and your employees.

Some of the biggest benefits of custom Zoho CRM integration from DocInfusion include:

Increase Productivity

Zoho CRM integration removes some of the manual processes of data entry and transfers that can eat up a lot of time and effort. Integration between Zoho CRM and other programs and applications you use allows for higher productivity and better use of you and your team’s time.

Without integration, having to transfer information manually from Zoho CRM to other programs can cause user errors in selecting or copying the correct information. Integration removes the human act of sharing information between services and instead automates it so there won’t be any errors. Reducing errors ultimately makes everything run smoother—it will help your sales team, ease customer complaints and concerns, and save you time and money.

Automation of Vital Sales Operations

Zoho CRM integration removes some of the manual processes of data entry and transfers that can eat up a lot of time and effort. Integration between Zoho CRM and other programs and applications you use allows for higher productivity and better use of you and your team’s time.

Without integration, having to transfer information manually from Zoho CRM to other programs can cause user errors in selecting or copying the correct information. Integration removes the human act of sharing information between services and instead automates it so there won’t be any errors. Reducing errors ultimately makes everything run smoother—it will help your sales team, ease customer complaints and concerns, and save you time and money.

Maximal Use of Social Media and Mobile Options

Many customers come in contact with companies and businesses from Twitter and Facebook pages, which is why it’s essential to have a CRM that can link them to your products and services. Zoho CRM follows their behaviors and categorizes them as leads and contacts. With integration, you can use that information in social media to help lead more customers to your business and gain better leads. Not only will integration of Zoho CRM help create leads, but it will also help manage information smoother, which will improve customer service and care.

Customize forecasts and reports

DocInfusion Makes Integration Easy

Zoho CRM is a great tool for sales teams to manage new and existing customers and focus on making and managing leads. Integration of Zoho CRM allows you to expand those capabilities, which gives you a better ROI on Zoho CRM as well as the other programs and applications you are integrating with it. DocInfusion’s customer integration service connects your existing platforms so you can access all of your business information in one convenient location. 

Streamline your company software for a better customer experience and transparent sales process with Zoho CRM integration from DocInfusion.

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