Sortie de nos guides Zoho One

Bonjour chère communauté !

 

Afin de vous apporter toujours plus de contenu, nous sommes très heureux de vous annoncer notre toute nouvelle page ressource, bien en français dans le texte : nos guides Zoho One.

De quoi s'agit-il ?

 

Nous avons créé des guides afin de suivre tout ou partie d'un process avec les outils Zoho. Plus précisément, comment tirer parti de votre compte Zoho One et intégrer les outils à votre disposition pour le process en question. Bien entendu, tout est à adapter à votre propre activité, mais il peut toujours être utile de voir comment couvrir un process "classique" qui parlera au plus grand monde avec les modules Zoho One.

Par exemple, la prestation de service demande d'actionner plusieurs actions, soit : le cycle de vente, notamment son automatisation, mais qui lui-même enclenche de la signature de contrat, devis, et très certainement le suivi de la gestion de projet et les heures facturables.

 

  

Et lorsqu'on regarde dans le détail, il peut s'agir de bon nombre d'actions. Que nous vous proposons d'automatiser et surtout d'intégrer avec les outils que vous avez à disposition dans votre compte et qui ne demandent qu'à être utilisés !

En plus de vous éviter un benchmark à chaque nouveau besoin, Zoho One vous fournit le module qui s'intègre en toute simplicité à votre process.

 

Voilà toute l'optique de nos guides que nous avons voulu conséquents, afin de vous aider à connaître et comprendre les fonctionnalités, et leur utilité concrète : vous avez besoin du CRM pour conclure la vente de vos services ? Utilisez les règles d'attribution, de workflow et mettez en place un process d'approbation voire des Blueprints. Suivez les indications de ce guide pour découvrir ou redécouvrir votre CRM et ses modules, et poursuivez avec la signature électronique pour finaliser le contrat avant de passer le relai à la prestation de service elle-même qu'il faudra suivre assidûment.

Et cela n'est qu'un de nos exemples de process.

 

Si par exemple vous n'avez pas encore tout mis en place pour un télétravail optimal, notre guide a été concocté pour cela ! 

En outre, en tant qu'utilisateur de Zoho One, vous n'avez rien à ajouter puisque tous les outils font partie de votre abonnement. Vous avez juste à vous laisser... guider !

 

Le lien est ici si vous souhaitez découvrir nos guides.

 

Et pourquoi pas nous faire part de vos envies sur les guides que vous souhaiteriez voir, ou même votre propre manière d'orchestrer les applications ?

Dites-nous tout !

 

 

L'équipe Zoho France

• Topic Participants

• Claire Curaba

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