As a new CRM user or a company shifting to another customer relationship management tool, the fear of migration must have bothered you at some point. No one understands this better than Zoho CRM, and their understanding reflects on the vast library of integrations it supports.
So if you are a Zoho user for customer relationship management, prepare yourself for transformation. In this blog, we are discussing the top 10 Zoho CRM integrations that can supercharge your collaboration and boost your productivity by up to 70%.
Top 10 Zoho CRM Integrations for Productivity and Collaboration
Zoho CRM has a wide array of integrations available that allow integration with different technologies, like chatbots, accounting, project management, and more. Let’s examine the breakthrough integrations that can help make Zoho CRM the best productivity centre for your organization:
#1. Outgrow
If you don’t know already, Outgrow has been all the rage recently as a dynamic content marketing tool enabling social marketers to capture leads. This tool can help you create online quizzes, forms, surveys, chatbots, and whatnot to create the most personalized and unique user experience.
Zoho CRM provides complete integration with Outgrow to ensure that all leads acquired with the tools are integrated automatically into the database. This integration allows the sales team to track the leads and take prompt actions, thus minimizing the time spent on the sales cycle.
#2. Zendesk
Zendesk is one of the most commonly used customer support software for organizations to process support requests. When complemented by Zoho CRM, the sales team is able to view the customer support tickets within the sales CRM.
This integration allows the sales team to view the entire cycle of customer support, making sure not to miss any existing issues. The result is enhanced customer satisfaction as the sales agents can deal with any issues quickly without leaving the application.
#3 Zoho Sprints
Zoho Sprints is undoubtedly one of the best agile project management software out there. The software pretty much puts everything under one roof for the teams to juggle projects, tasks and sprints. Zoho Sprints Integration With Zoho CRM helps associate the project tasks with customer deals and accounts.
This particular integration ensures that all the sales-related deliverables are planned and executed in a healthy manner without one side going off the project timing agreed on with the clients. It eases the tension between the sales team and the project team by flattening the boundaries of work and enhancing the project structure and control.
# 4 Office 365
Office 365, as we all know it, is a suite of Microsoft that contains tools for email, calendar, and document management. When integrated with Zoho CRM, Office 365 users can get the most out of their office suite, minimizing application hopping and enhancing collaboration.
This integration allows companies to access to their office 365 emails, schedule a meeting through Outlook calendar, and even edit documents in one drive all within Zoho CRM.
#5 Slack
Slack is yet another popular intra-team communication apps that aid in coordinating activities in real time. With the installation of the Slack module for Zoho CRM, users’ can now receive information within defined Slack channels.
This means no more switching applications to get updates such as new leads, deal stage progress and task completion. This kind of integration brings about better communication amongst teams and reduces the time taken to make decisions.
#6 Zoho Inventory
Zoho Inventory is an all-in-one application for managing inventory as well as orders, ensuring that businesses are always aware of their stocks and outgoing orders. With the use of Zoho CRM, the sales team can not only view inventory but track those orders and their fulfillment phases, right from the CRM window.
This way, sales representatives can inform customers about the exact stock and delivery dates of products without any inconvenience to the customers. This is a great integration for bridging the gap between the inventory team, the sales department, and the end customer.
#7 Google Workspace (G Suite)
Including applications such as Gmail, Google Calendar, and Google Drive for document and communication management, Google Workspace is designed to increase productivity where necessary.
With integration to Zoho CRM, it allows users to send and receive emails through Gmail, book appointments on Google Calendar, and attach documents from Google Drive into CRM records. Such integration reduces the imperfect management and communication processes via many separate documents and thus allows users to be more productive.
#8 Shopify
Launched in 2006, Shopify is used by businesses globally for e-commerce operations. Linking it to Zoho CRM allows all the information concerning the clients, products, as well as orders placed in the Shopify platform to get automatically uploaded to the CRM system.
With this integration, sales teams can monitor and track e-commerce activities, organize customer information, and manage order progression in one place. The integration brings together online selling and customer relationship out to one interface.
#9 Zoho Books
Zoho Books is yet another Zoho application for managing money transactions, billing, and tax. Sales teams can access their clients’ financial bills and repayments effortlessly by integrating Zoho CRM with Zoho Books.
With the help of this integration, both the sales force and finance departments can work in harmony as a sales representative can check the status of the account and manage it more effectively to avoid non-payment by customers.
#10 QuickBooks
Third-party accounting software such as QuickBooks can also be integrated with Zoho CRM for carrying out invoicing, bringing in payment and compiling financial reports. Zoho CRM QuickBooks Integration enables the synchronization of customer invoices, payments and other financial information with CRM records.
With this integration, the sales teams do not have to leave their current platforms to check for payment and financial transactions statuses and will be able to do it with ease. As a result, they have the ability to communicate better with the clients about their debts without being jittery and also reinstate after each due date for payment of invoices.
Conclusion
Choosing the right tools and integrating them with Zoho CRM can take your productivity and teamwork to another level. These integrations enable workflow automation, data syncing, better communication, and so on to help you build your CRM in the best possible way.
Having a clear understanding of the most popular Zoho CRM integrations, you can make the most out of your CRM. Whether it is enhancing efficiency, improving communication systems, or eliminating mundane processes, you can count on Innovate Now to guide you through the process. We provide both CRM integration as well as personalized consultation services to help your business boost leads and maximize conversions.