Communication au-delà des e-mails dans Zoho One
Bonjour à tous,
Dans l'article précédent, nous avons vu comment Cliq intégré au travers des services Zoho One vous permet de gérer une communication unifiée et contextuelle dans votre organisation. Dans cet article nous allons voir comment le service d'e-mail inclus avec Zoho One vous permet de gérer la communication au-delà des longues chaînes d'e-mails.
L'email reste l'outil de communication par exelance dans toutes les organisations et bien que pratique avec un objet spécifique pour chaque email envoyé la communication par email reste pour autant limités. Par exemple, lorsque qu'une décision urgente doit être prise une conversation instantané peut s'avérer un outil plus utile. Malgré ces limitations, l'e-mail est une des meilleures façons de communiquer en dehors de l'organisation, comme par exemple : en point de référence dans une transaction commerciale.
Réseau Social à vos boîtes de messagerie
La boîte de réception de Zoho Mail est claire, rapide et sans publicité qui vous offre plus qu'un échange des e-mails conventionnelle. Lorsque vous devez partager un e-mail avec votre équipe, vous avez la possibilité de le transférez avec vos coéquipiers et créez une discussion. L'outil d'e-mail de Zoho One inclus la fonctionnalité "Streams", pour une touche de réseau social dans votre boîte messagerie. Avec Streams, entamer une discussion depuis la boîte mail devient plus facile que jamais. Taguez votre équipe et partagez l'e-mail, démarrez une discussion en temps réel, en groupe, partagez des fichiers, le tous depuis votre boîte mail de Zoho One.
Éviter l'accumulation de documents
Quand vous recevez un email avec un document l'habitude est de le télécharger sur notre bureau et le charger sur notre Drive pour les stocker en créant plusieurs versions du même document. L'intégration de Zoho Mail avec WorkDrive - la bibliothèque de documents Zoho, vous permet d'enregistrer les fichiers directement depuis l'e-mail ainsi éviter les empilements des fichiers. Également vous pouvez ajouter des pièces jointes directement depuis WorkDrive sans quitter l'interface mail.
Enregistrer un fichier depuis l'e-mail dans WorkDrive
Ajouter les pièces jointes depuis WorkDrive
Le CRM dans votre boîte de réception
Lorsque vous recevez un e-mail dans Zoho Mail, cliquez sur l'adresse e-mail de votre contact pour voir ses informations sur CRM. Si aucune information sur le contact y est intégré vous pouvez l'ajouter dans votre CRM en tant que prospect. Ses informations se synchronisent automatiquement avec votre compte CRM. Après avoir ajouté un contact dans votre CRM, une multitude de possibilités s'offrent à vous. Vous pouvez ajouter une tâche, fixer sa date d'échéance et lui attribuer une priorité. Ou encore, ajoutez une remarque à propos de votre contact. Vous pouvez également ajouter des informations à propos des transactions que vous avez effectuées avec ce contact en tant que client potentiel. Vous pouvez ainsi consulter ces informations aussi bien sur Zoho Mail que sur CRM.
L'intégration de Zoho CRM dans votre boîte de réception vous permet de chercher vos contacts CRM lorsque vous devez rédiger un message important. Dès que vous commencez à saisir une adresse e-mail, la liste de suggestion automatique vous invite à rechercher vos contacts CRM dans une section clairement délimitée.
L'intégration avec Zoho Meeting vous permet de démarrer une réunion en ligne depuis la boîte de réception. L'intégration de Zoho Cliq dans Zoho Mail vous permet de démarrer une conversation Cliq en groupe ou individuelle depuis l'e-mail sur le sujet en question. Il y a plusieurs autres intégrations avec le service d'e-mail de Zoho One tel que l'intégration avec Zoho Desk, Zoho Projects ou encore Zoho Books, etc.
Démarrer une réunion en ligne
Entamer une conversation Cliq depuis Mail
Au- delà ces intégrations, le Calendrier dans la boîte de réception vous permet d'avoir un aperçu sur vos activités. L'onglet tâche vous affiche une vue de toutes vos tâches terminées et les tâches en cours. Il vous donne aussi une vue sur les tâches attribuées par vous. L'onglet notes vous permet de créer des notes et facilite également à partager ces notes avec vos collaborateurs. L'onglet Signets vous permet d'ajouter à vos favoris les sites-web que vous visitez souvent.
Le service d'e-mail de Zoho One donne à vous et à votre équipe un ensemble des fonctionnalités qui vont leur permettre de démarrer une communication au-delà des e-mails classiques d'une manière plus efficace et plus productive.
N'hésitez pas à nous partager votre expérience en commentaire.
L'équipe Zoho France
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kinjal Lodaya
Sticky Posts
Collaboration sans faille avec Zoho One
Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux . La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Shared Mailbox - Mark as read for all users
Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. HoweverAllocate emails to user in a shared mailbox
Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.How to view shared mailbox in Outlook
How to view shared mailbox in Outlook or in another softwareCustomising the approval email
Is there anyway to customise the Approval email or to add further fields as the default looks so basic and unlike any of the other email notifications from Desk. My users just thought it was spam.Pushing GCLID info from Gravity Forms to ZohoCRM
We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within theIssue Configuring SSO Integration with Cognito in Zoho Help Center
Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. TheNeed manual aggregate column pathing help
See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7Merging contacts does fail because of help center membership
I'm trying to merge two contact records (they are the same contact) where one of them is a member on the help center. The system warns me about this situation and then I de-activate this contact as an "End User" for the help center. Right now the systemDuplicate Contacts - how to get merge or delete
I have noticed that our list of contacts in Zoho Desk duplicates contacts periodically. I have yet to identify when or why. How do I merge or delete them? I see there is a "Deduplicate" but I am unable to find anything that explains this feature.Admin Access to Direct Messages in Zoho Cliq
Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access"Mark as Spam" not working as expected
Dear support, in the below scenario, clicking on "Mark as spam" identifies only the first of the checked emails as spam, removes that email from the visible list and leaves the rest of the list still visible & unchecked. I've tried check-marking themMassive price increase for user licenses of Zoho Portal
This actually a complaint about this announcement: https://help.zoho.com/portal/en/community/topic/free-user-licenses-across-all-portal-user-types You present this as an enhancement. And, yes, while reading the main part, I'd agree that (for smaller companies),Calendar - "super compact" week view
every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?Calendar - "pop up" locations
One of the attractive features of google calendar and outlook calendar is that locations for events will start to automatically populate the location drop down menu as you type. Adding this feature to zoho calendar would be the final feature i need.Using Zia in Zoho Sheet data to research the internet and return answer to a cell in Zoho Sheet
I'm trying to see if Zia (connected with OpenAI key) can take data parameters stored in a Zoho Sheet to conduct research out on the internet then return an answer into the same Sheet. I'm trying to do the equivalent of using something like the =AI() function[Free Webinar] Learning Table Series - Creator for the Education Industry
Hello Everyone! We're thrilled to invite you to the Learning Table Series—a year-long initiative to demonstrate how Zoho Creator can transform industries with innovative and automated solutions. Each month focuses on a specific industry, and this time,Remove the [## XXXX ###] from subject replies
For our organisation we would like to have the [## XXXX ###] removed from subject replies. Cheers, Jurgen 365VitaalWerkenSelf Client Authorization Issue
Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?
Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyoneAll notes disappeared
I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,How to add tags to a record with jS SDK 1.2/ZohoEmbededAppSDK
Hello Is it possible to add tags to a record with jS SDK : https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js ZOHO.CRM.API.updateRecord Thanks for insightsURGENT: Zoho Forms reCAPTCHA v2 Spam Issue
Hello Everyone, We are encountering a critical issue with Zoho Forms despite having reCAPTCHA v2 enabled. Our business is accessibility-focused, and we are receiving a high volume of spam submissions, which is significantly affecting our workflow andView all Products by pipeline deal
Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there'sAdd "Lead Image" in Bulk?
Each of our Leads is accompanied with a URL containing a photo of the lead when they come in. We currently have to manually download then upload the photo to the lead. This is a HUGE waste of time. Is there any way to AUTOMATICALLY add the photos to theMap fields from CRM record to Finance Suite/Books Invoice fields
I'm trying to auto-fill unique record specific field inputs that I have in my Contacts and Deals modules onto Invoices created from the record's finance suite related list upon creation. One example is a field called "Job Number" that I have in my ContactWhat's New in Zoho Analytics - December 2024
Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expandedtrying to access CRM Variables with JS SDK
Hello i built a widget with Sigma, i create CRM VARIABLES in custom properties. I try to access them in function : ZOHO.embeddedApp.on("PageLoad",function(data) with : ZOHO.CRM.CONFIG.getVariable("mycrmvariable").then(function(data){ console.log("mycrmvariableWriting on sketch cards is bugged when zoomed in
When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.Private Project
Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. ThanksAccordion in tabs to create FAQs, etc.
Accordion elements do not seem to be able to be placed in the tabs. It would be useful to be able to do this. Thank you.Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)
Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisitesZoho Projects 2024 Recap
Dear Users, As we conclude another remarkable year, it's the time to reflect on the journey we've just completed. The year 2024, defined by significant milestones, challenges, achievements, and important lessons. Every moment has contributed to the storyCustom Fields at Line Level
Hi, is there an ability to add custom fields at line level? I need to track the start and the end date for each product within an invoice and I can't seem to find an option to do this.Zoho API Error Code 7019 when adding job.
Hello, I am following the documentation found here. https://www.zoho.com/people/api/timesheet/adding-jobs.html Regardless of how I try and post the data (including just using the example requests), I receive back the response {'response': {'message':How to see changes with ZOHO.CRM.API.updateRecord(config) without reload page
hello got a widget in account, trigger with a button i copy data to account when click on a button, in my popup All is working well. But i need to reload the page to see the update. How can i see the changes without reloading page, only when close theHow to call a Creator function which is in a different Creator application?
How to call a Creator function which is in a different Creator application?Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked
My account is mino@flawless-frames.com, or flawlessframesstudio@gmail.com Could you please unblock my account, I've got restricted from sending more emailsStock Count
The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most importantMove a Contact from Current Account to a NEW Account
I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and had this functionality20+ years ago in other CRMs. In the real world people move from one organisation to another. In the sales, finance and technical world it is nice to see the communication history with that person in their old account and alsoForce Specific Layout for CRM Contacts Portal
Hello: We're in trial on ZOHO One and looking at the CRM Portal (just for the contacts module). We have a client layout set up for Contacts that is working well for our internally, but for the portal we don't want to require (make mandatory) some of theNext Page