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

        • Introducing Zoho's own SMS gateway

          We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient way

        • Embedding in Desk articles

          We would like to embed documents in our Desk articles. When we use an iframe for the embed, we get scrollbars and a frame border. Neither of those is acceptable. I've spoken with the Desk Support team about what we want and they tell me that it cannot

        • Zoho CRM button to download images from image upload field

          Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not

        • Mass Update Contacts In Zoho Campaigns

          Is there a way to mass update contacts in zoho campaigns? I want to be able to change the content of a field for a few hundred contacts, and can't go through all of them individually.

        • report showing assignment type

          Hi, We've created a number of workflows to allow us to auto assign tickets to agents based on keywords and other criteria. I'm struggling to create a report that would show me what is the percentage of tickets that are assigned automatically via workflows

        • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

          Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,

        • Placeholders in Ticket Templates

          We should be able to use placeholders in ticket templates. When we create a new ticket, our description field is shown to the client in the email they receive.  It would be very handy to be able to personalize that description field in our ticket templates to pull in the name of the client that the ticket is for. Using them in the subject field as well, so we can auto populate Account Names, etc. 

        • when the record is created the tag want to Show as Opportunity how i achive this using Deluge Script

          In the quotation i have the work flow schedule for create opportunity record in the module , on that time the quotation tag select as opportunity created. How i achive this using Deluge Script . this like i want to Do tag1 = Map(); tag1.put("name","Nurturing

        • Delete a channel

          I need delete a channel in tickets.

        • Copy / Duplicate Workflow

          I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need

        • Subtasks don't update parent task's times

          Hi there: I've recently upgraded to premium and check that subtasks completion % don't update the proportional completion of the parent tasks related to it.  We've been challenging with the problem of having to update twice or sometimes 3 times the completion of the related tasks. I've seen posts similar to this, of 3 years old.  Is there any roadmap for making this happen in a future release? Thanx César Ratto Lima, Perú.

        • Should I Use DMARC?

          When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the

        • Mail ToDo & Tasks Webhooks

          Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message

        • Can't upload attachments.

          I can't upload attachment in Zoho Mail.

        • Tip #44 – Get Deeper Insights with Zoho Assist’s Custom Reports – ‘Insider Insights’

          In today’s fast-paced IT environment, having a clear view of your remote support activities is more important than ever. Zoho Assist’s Custom Reports feature gives IT teams the ability to generate tailored reports that provide actionable insights and

        • Message "...does not support more than 100 distinct values..." WHY????

          I get this message on one of my reports: Sorry, Zoho Reports currently does not support more than 100 distinct values in columns. 'Account Name * Sum(Amount),Count(Amount Tier)' contains more than 100 distinct values.  Possibly, you can apply filter to reduce the number of distinct values in 'Account Name' or drop the 'Account Name' field in Rows. I want to list all ACCOUNT NAMES (about 500) with SALES BY ACCOUNT.  What is blocking this?

        • Need Easy Way to Update Item Prices in Bulk

          Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

        • Let's Talk Recruit: Super-charge hiring with Zoho Recruit add-ons

          Welcome back to our Let’s Talk Recruit series! This time, we’re diving into something that might seem like a small upgrade but has a huge impact on recruiter productivity: Zoho Recruit add-ons. Think about how much of your day is spent in your inbox or

        • Vendor Signatures Needed for Purchase Orders

          Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.

        • Is there an API to "File a Ticket" in Desk

          Hi, Is there an API to "File a Ticket" in Desk to zoho projects?

        • Store "Sign in with Google/Microsoft/GitHub etc." details

          Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a username

        • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

          Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

        • Tip of the Week #72– Assign thread ownership to avoid confusion.

          When teams handle a large volume of emails, managing threads becomes important to stay organized. Without a clear system, duplicate replies, missed follow-ups, or confusion over responsibilities can happen. Thread assignment solves this by designating

        • Migrate Your Notes from OneNote to Zoho Notebook Today

          Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

        • Unarchive tickets

          How can I manually unarchive tickets?

        • Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images

          Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,

        • FSM trying again

          have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. Service

        • Feature Request: Conditional Field Mandatoriness Based on Display Status

          Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory in

        • Data Migration Strategies for Moving to a Cloud Solution

          Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping it

        • Commerce Order as Invoice instead of Sales Order?

          I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this

        • How to set different item selling prices for Zoho Commerce and Zoho Books

          Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling price

        • Time Entry Notifications

          Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?

        • Zoho CRMの流入元について

          Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、

        • How to report 'Response violation' OR 'Resolution violation'

          Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect

        • [Webinar] Automate sales and presales workflows with Writer

          Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

        • Power of Automation :: Quick way to associate your Projects with Zoho CRM

          A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

        • Date triggering Workflow rule

          I have a function triggered by a workflow rule. The function takes a date and creates a task for that date and fills in a field with the name of the day for that date. It also updates the status field of the record. The workflow rule is set to run whenever

        • Restricting contact creation

          Hi all! I am looking to use Zoho Desk in a part of the business that takes end user enquiries. These are generally single interactions, and not linked to an account name. As Desk is Account centric, has anyone designed a way to manage these incoming emails

        • Import Holiday Calendars

          HI Zoho Is there anyway of importing an online calendar like https://www.calendarlabs.com into the business hours calendars, to speed up setup of holiday calendars. Also could we also request a feature where you can specify a Holiday as hours, i.e it could be that the company is on a 1/2 day due to a holiday or when it is Eid in the UAE and they are only allowed to work restricted hours so we need the calendar to be flexible to allow for this. Regards Jamie

        • Filtering Tickets based on Email headers

          We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`

        • Next Page