App Spotlight: Microsoft Exchange for Zoho CRM

App Spotlight: Microsoft Exchange for Zoho CRM

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Microsoft Exchange for Zoho CRM 

Connect your MS Exchange server with Zoho CRM and auto-sync your contacts, tasks, events, and emails in real time.  

 

 

Business needs

  • Avoiding manual repetitive data entry, which can waste employees' productive time and lead to human errors while recreating events and contacts. 
  • Customized access and sync controls to your server consoles. 
  • Ensuring you don't miss important communication because of switching between CRM and your mailbox. 

 

Solution 


Using the MS Exchange integration with Zoho CRM: 

  • Admins can sync contacts, tasks, and events seamlessly.   
  • The synced tasks and events will be automatically added to the Activities module of Zoho CRM, and contacts, to the Contacts module of Zoho CRM. 
  • Admins have complete control over whether the data sync is uni- or bi-directional, what specific data is synced, and whether it's synced with or without impersonation. 
  • Meetings and appointments can be scheduled based on real-time availability information. 
  • Emails are grouped under the client contact and synced in real-time. They can be accessed from Zoho CRM under the SalesInbox module. 
  • You can opt to create schedules, set tasks, plan meetings with your team, and manage appointments directly from the MS Exchange dashboard in your Zoho CRM account. 



 

Benefits 

  • Improve company-wide collaboration and empower everyone to stay current on events, tasks, emails and contacts.  
  • Improve rep productivity and revenue generation by reducing data duplication.  
  • Enhance customer communication so you can provide the right solutions. 
  • Make meeting scheduling easier and more effective, and avoid double-booking and no-shows. 
  • Increase the visibility of tasks and events.