Introducing Egnyte Extension For Zoho CRM
Sales teams face problems with document management every day. The bigger the business and the customer base, the more documents will be in the database. Identifying and sorting such a huge volume of documents without the right tools is tedious. Zoho CRM helps you keep all your data well organized. Now there's an extension that can give you even more options for handling that data.
The Egnyte extension, once integrated, synchronizes documents between the Egnyte cloud storage system and Zoho CRM. It gives sales professionals access to the world's most popular cloud storage system, and lets users sync their files to an easily accessible, secure, two-way synced file repository on the cloud.
This is what Egnyte can do for you:
- Sync Files - On integration with Zoho CRM, a new folder named "Zoho CRM" will be created in Egnyte, and all your CRM records get synced between the two apps.
- Manage Files - Sales teams can provide access rights for the documents to specific customers, so the customers can view and modify the documents directly.
Try the Egnyte extension from Zoho Marketplace and let us know how it makes your work easier. For details on setting it up, please refer to our Online Help.
