Focus Group webinar: Integrating Zoho Desk with Zoho CRM
Seeing that a lot of our users use Zoho CRM hand in hand with other services to collectively run their business, we're introducing a new sector in our focus group webinar series, discussing useful Zoho CRM integrations to streamline your business operations. In the first focus group webinar next month, we will discuss how sales and support teams can work in tandem, increase their efficiency and, close more deals, using the Zoho Desk integration with Zoho CRM.
Feel free to register for the webinar slot of your convenience
Customers are the core of any business, and customer experience plays a crucial role in a lot of business aspects. More than 69% of customers are willing to spend more money on firms delivering a remarkable experience. Sales and support are the faces of a company and care must be taken to ensure both teams work in synergy to increase and enrich the overall user experience. It isn't enough when the team's alone work in unison, the tools have to work hand-in-hand harmoniously.
Integrations streamline and regulate data flow to enhance better communication across various departments and connect silo applications to coordinate and work synchronously. This focus group webinar discusses the Zoho Desk integration with Zoho CRM. This allows customer-facing teams to have better data accessibility and visibility to make informed decisions.
In this webinar we'll discuss
- Why integrate Zoho Desk with Zoho CRM?
- How to integrate Zoho Desk with Zoho CRM?
- Real-time business use-cases to leverage the integration
- Tips to increase your customer-facing team's productivity
We have a panel of product experts to address your questions throughout the session. Feel free to comment below if you have any questions in the meantime. Know someone who would be interested in this webinar? Ask them to join too!
Tip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
The role of a CRM admin and beyond | Small Business Heroes E10
The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by building
ZUG in-person meetups - set up CRM automations for your customer journey
Hello everyone, We're excited to announce that we are resuming in-person meetups for our Zoho User Groups! These meetups give us a space to watch our customers network and learn as a group , as we discuss salient CRM features and best practices to use
Tip #24: Customizing Deal stages for your business
Hello folks, As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the Deal Stage pick-list values in your Zoho CRM account. We have had many users ask us if they can edit the Deal Stage picklist values based on their exact requirement in Zoho CRM. The answer is yes, you can modify the stages based on your sales process. We understand that every business is unique and involves a unique sales process. While the Deal stages that are listed by default in Zoho CRM
Function #42: Organize Contacts based on the Deal Stages
Welcome back everyone! Last week's function was about updating subform records in two accounts simultaneously whenever one of them is updated. This week, it's going to be about displaying the Deal stages as "tags" in the Contacts records. Business scenario We all have our own ways of categorizing stuff. Lets say, you have a bunch of novels and you categorize them based on the genre, like "Action & Adventure", "Fantasy" or "Thriller". All of them are placed under a "Book Shelf" with separate sections
Zoho Pagesense Resources
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Desk Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.