CRM x WorkDrive : Intégration native de Zoho CRM avec Zoho WorkDrive
Nous sommes heureux de vous annoncer le déploiement de l'intégration native de CRM avec WorkDrive !
La version initiale comprend les changements suivants :
- Il est désormais possible de connecter votre CRM org à un compte WorkDrive existant ou nouveau.
- Il vous sera possible d'accéder à ce compte WorkDrive connecté via l'onglet "Documents", qui était précédemment optimisé par Zoho Docs.
- Les pièces jointes ajoutées à un enregistrement CRM seront organisées dans des dossiers prédéfinis dans la section 'Mes dossiers' de l'utilisateur.
Configuration
Cette intégration se configure en une seule fois, lors de votre première connexion à votre nouveau compte CRM. Dans le cas où vous n'avez pas de compte WorkDrive existant, un nouveau compte WorkDrive sera créé et lié automatiquement à votre CRM. Si vous avez déjà un compte WorkDrive, une fenêtre contextuelle de configuration de WorkDrive s'affichera.
Bon à savoir
Après l'installation, il n'est pas possible de dissocier le compte WorkDrive associé à votre organisation CRM. Merci de faire preuve de prudence car il n'est actuellement pas possible d'inverser cette connexion, même de notre côté.
Onglet Documents
Dans Zoho CRM, l'onglet "Documents" constitue le répertoire central où les documents importants sont stockés, organisés et partagés au sein de votre organisation. Cet onglet était auparavant alimenté par Zoho Docs.
Les fichiers joints ajoutés aux enregistrements dans Zoho CRM seront automatiquement ajoutés aux dossiers du module correspondant dans l'onglet "Documents". Ces dossiers suivent une structure prédéfinie (Apps > Zoho CRM > Nom du module > Nom de l'enregistrement > Pièces jointes) et vous pouvez les trouver sous "Mes dossiers".
Bon à savoir
Sachez que vous ne pourrez voir que les pièces jointes des enregistrements dont vous êtes responsable. Vous ne pourrez pas ajouter, modifier ou supprimer des pièces jointes depuis WorkDrive ou l'onglet documents.
Dans cette première version, il existe les limitations suivantes;
- Il n'est pas possible de partager ces pièces jointes avec des utilisateurs externes via l'onglet "Documents" ou WorkDrive.
- Le fait de partager un enregistrement CRM permet à d'autres personnes de voir les pièces jointes correspondantes sur la page de détail de l'enregistrement, mais pas dans l'onglet "Documents" ou dans WorkDrive.
- Les pièces jointes aux notes et aux e-mails ne seront pas ajoutées à ces dossiers.
Dossiers d'équipe pour la collaboration
La section "Dossiers d'équipe" sous l'onglet "Document" déploie la puissance de WorkDrive au sein de votre CRM.
Par exemple :
Si vous associez un compte WorkDrive existant, vous avez probablement déjà de nombreux dossiers d'équipe configurés. Il suffit de connecter ces dossiers à l'onglet "Documents " pour commencer à y accéder dans le CRM.
Les activités réalisées par les différents utilisateurs d'un dossier d'équipe peuvent également être suivies depuis le CRM.
Comment fonctionne l'accès à l'onglet "Documents" ?
Les administrateurs CRM peuvent réglementer l'accès à cet onglet en utilisant l'autorisation "Documents" dans leur profil.
L'accès aux dossiers d'équipe individuels peut être contrôlé en attribuant des utilisateurs, des groupes et des rôles CRM à des rôles de dossier spécifiques.
Les actions possibles pour les utilisateurs CRM varient en fonction des rôles qui leur sont attribués dans les dossiers d'équipe. L'image ci-dessous présente la liste des actions correspondant à chaque rôle.
Les utilisateurs non-CRM peuvent se voir accorder l'accès au même dossier d'équipe à partir du WorkDrive.
Disponibilité
Plan de lancement : Lancé pour les nouvaux abonnements dans tous les DC. Il sera activé pour les utilisateurs existants de manière progressive dans les mois à venir.
Éditions : Toutes les éditions
La migration s'effectue avec beaucoup de précautions en raison de l'importance du stockage des fichiers et des autorisations nécessaires. L'accès pour les clients existants commencera dans les mois à venir et de manière progressive.
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