Communication au-delà des e-mails dans Zoho One

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

    • 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.

      • Recent Topics

      • Cannot reject empty expense report

        Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

      • Use of Zia within Forms

        I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field

      • Default in fields on Form B based on the user selection in Form A

        Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

      • Auto-sync field of lookup value

        This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

      • Last activity time is acting like last modified time

        When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like

      • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

        Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

      • HEX/RGB Color Input in Visual Editor

        Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to improve the color selection options in the Pagesense popup editor. Current Limitation: Currently, to set text colors, users must move the color slider manually.

      • CRM and Campaigns- tags not integrating?

        Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in

      • Maximum limit of rows exceeded

        I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?

      • Can't change form's original name in URL

        Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

      • Tip #7: 5 formas de mantener tus listas de correo electrónico

        Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021

      • Mail Merge related Lists

        When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.

      • create-a-purchase-receive API issues

        Hello all, I'm trying to use the create a purchase receive inventory API documented here (https://www.zoho.com/inventory/api/v1/purchasereceives/#create-a-purchase-receive) however when I do am getting the following error {"code":9,"message":"The purchase

      • Zoho Pagesense really this slow??? 5s delay...

        I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

      • Heatmap: Missing Content Elements - Zoho Page Sense

        Hi there, I'm trying out Zoho Page Sense to generate heatmaps for my Wix pages. My problem: Some parts of my Wix pages don't show on my heatmap, the heatmap is just empty there. Maybe Wix default lazy loading setting causes this error? Is there a way

      • Marketing Tip #3: Use social proof to build trust

        People trust people. Showcasing reviews, testimonials, or “bestseller” badges on your product pages can nudge hesitant buyers toward purchase. Try this today: Add one customer testimonial or highlight your top-selling product on your homepage. Or, do

      • Writing by Hand in "Write" Notes

        Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

      • Make CAMPAIGNS email look as simple as possible

        Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

      • Zoho Sign Reminder email template

        Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template

      • Preview an upload PDF or File

        I have a form where the customer has to upload a file (normally PDF - never jpeg)  When in report view I want to be able to preview the uploaded file without having to download it.  If I click on the upload it downloads to my computer, I want to be able

      • How to filter emails by Reply-to field?

        I receive a very particular newsletter from an association A registered on a website W (that is used by many associations), and the emails fields are not great: the From just contains the generic website's W's email, while A is only mentioned in the Reply-to

      • How to invite friends on other social media platforms to one of my group chats in arattai?

        Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to

      • Line spacing

        I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonar

      • Google Fonts Integration in Pagesense Popup Editor

        Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

      • Control Position of “X” (Close) Button in Popup Editor

        Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popup

      • Add Standalone “Save” Button in Pagesense Popup Editor

        Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to save

      • Text Direction Control in Pagesense Popup Editor

        Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)

      • Autosave in Pagesense Popup Editor

        Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. In

      • Billing frequency is not displayed correctly.

        Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to

      • Creating Secret via Vault API

        Hi I am trying to create a secret through vault api.  This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? {     "operation": {         "result": {             "error_code": "",             "message": "Sorry, we are unable to process your request.",

      • Zoho CRM custom fields not showing in zoho creator

        Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products

      • Is It Possible to Hide Menu Option from Main Navigation?

        Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuser

      • Unleash the power of detail, with Table View.

        What use is context that's not available where you need it? With this in mind, we bring you the Table View. This feature will add more power to the way you organize and work through your ticket load. Table View comes in handy when you want more control over the ticket information you see. This is a nifty tool for users who find themselves limited in terms of the level of information that is being offered in the Classic View and Compact View. With an upper limit of 15 columns, agents can glean most

      • Kaizen #126 - Circuits in Zoho CRM - Part 1

        Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different

      • 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

        Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }

      • Multiple clients in one project

        Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.

      • Support Bots and Automations in External Channels

        Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

      • Workdrive on Android - Gallery Photo Backups

        Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

      • Rendering PDF to view on page

        My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)

      • Dynamically Fetching Lookup Field Display Value

        I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the

      • Next Page