Avoiding manual repetitive data entry, which can waste employees' productive time and lead to human errors while recreating events and contacts.
Customized access and sync controls to your server consoles.
Ensuring you don't miss important communication because of switching between CRM and your mailbox.
Solution
Using the MS Exchange integration with Zoho CRM:
Admins can sync contacts, tasks, and events seamlessly.
The synced tasks and events will be automatically added to the Activities module of Zoho CRM, and contacts, to the Contacts module of Zoho CRM.
Admins have complete control over whether the data sync is uni- or bi-directional, what specific data is synced, and whether it's synced with or without impersonation.
Meetings and appointments can be scheduled based on real-time availability information.
Emails are grouped under the client contact and synced in real-time. They can be accessed from Zoho CRM under the SalesInbox module.
You can opt to create schedules, set tasks, plan meetings with your team, and manage appointments directly from the MS Exchange dashboard in your Zoho CRM account.
Benefits
Improve company-wide collaboration and empower everyone to stay current on events, tasks, emails and contacts.
Improve rep productivity and revenue generation by reducing data duplication.
Enhance customer communication so you can provide the right solutions.
Make meeting scheduling easier and more effective, and avoid double-booking and no-shows.