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

    • Has Zoho changed the way it searches Items?

      Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

    • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

      I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/

    • CRM->INVENTORY, sync products as composite items

      We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

    • Zoho Calendar not working since a few days

      Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a

    • Monthly timesheet, consolidation of time by project

      I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example

    • Building a Strong Online Identity with G-Tech Solutions

      In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they create

    • Sending emails from an outlook account

      Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later

    • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

      My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

    • can't login Kiosk URGENT

      already try, can't login pls help to support. thanks.

    • 【Zoho CRM】CRM for Everyoneに関するアップデート：関連データ機能

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法

    • Zoho Books

      How do I manually insert opening balance?

    • Profit / margins on Sales orders / Invoices / Estimates

      When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate

    • Inventory to Xero Invocie Sync Issues

      Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not

    • How to activate RFQ? What if a price list has ladder price for items?

      Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?

    • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

      Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

    • Can't join canal Developers Zoho User

      Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?

    • Desk Email reply - set default font / use custom font

      Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is

    • PDF Templates - Checkbox Borders

      Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single

    • Zoho CRM's custom views are now deployable from sandboxes

      This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environment

    • Settings Icon No Longer in ZOHO Desk?

      In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?

    • Introducing the all-new email parser!

      Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

    • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

      Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer

    • Function #20: Custom calculation in item table of invoices

      When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would

    • CBSA - GST CHARGES on imports

      Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on

    • Simplified Call Logging

      Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

    • Sub form doesn't as formula field

      Is it possible to get formula field in sub form in futures?

    • Week date range in pivot table

      Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,

    • How do I get Status History data of my Projects?

      I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?

    • Is it possible to hide fields in a Subform?

      Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the

    • Weekly Tips :Instantly find what you need with Attachment Viewer

      Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between

    • Putting Watermark on Zoho Sheet

      Can this be done?

    • Missing Zoho Desk integration option for form workflows

      According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.

    • Gantt for 2 or more projects

      Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.

    • Integrating a Zoho Project Gantt Chart into Reports

      Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks

    • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

      Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check

    • Gantt Chart - Zoho Analytics

      Are there any plans to add Gantt Charts capabilities to Zoho Analytics?

    • Displaying related quotes in sales order and back

      Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

    • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

      We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong

    • Next Page