One of the biggest advantages of Zoho’s suite of products is how well they work with Google Apps, especially Gmail. Now it’s possible to have a repository of all of your email, phone, messaging and social media interactions in one place when you call up a customer record, and complete transparency and reporting for management.
While some integration between Google Apps and Zoho is relatively easy to set up, other pieces are a little more difficult to put together. That’s where VIWO comes in. Whether you are purchasing Google Apps or Zoho products through us, we work with you as partners on a case-by-case basis to make sure Zoho and Google Apps are set up properly to work with your business, with all the custom permissions and functions you require.
We are one of the only companies in the business to offer boutique integration of Google Apps for Work and Zoho. We’re also with you every step of the way to offer support for both product suites.
Using Gmail and Zoho together, you can:
Send and receive email from either Gmail or Zoho
Capture all emails between your team and one client in Zoho
Trigger actions in Zoho based on email filters, including notifying other staff
If you need to retrieve a client email quickly, all you need to do is go to their customer record in Zoho CRM. There, you’ll see every single interaction you’ve had with the client, including all emails from every member of your organization—not just yours.
Additionally, you’ll be able to access a client’s record, or create a new record entirely, from within Gmail. This means the second you get a new email lead, you can create a customer record in Zoho with the click of a button in Gmail, or any other Google App.
If you want to share calendars in Google Apps for Work, you need to add your team calendars manually. Zoho can perform this function for you, as well as installing specialized sharing rules which only allow certain users to view certain calendars. This gives management an excellent top-down view of their team’s calendars, without revealing management calendars to lesser support staff. The same rules can apply to your Zoho and Google contacts—access them from within any Google App, Zoho, and share them across all platforms.
Once Google Apps for Work and Zoho are properly integrated, you can see all communication, account activity and progress made with a client. This removes the churn of managers having to check up on activities, as they can simply sign into Zoho to view everything to do with a client. Zoho also has excellent reporting built in, so managers can easily see which tasks remain to be completed, if projects are on deadline, and much more without the need to send an email or pick up the phone.
Zoho and Google Apps integration doesn’t just help management—other team members can view progress on a project or account so they know if they are close to having to do a task that depends on another team member. You can choose to have an alert pop up if a client’s invoice is overdue, which allows your employees to refer them to accounting before any work continues if you desire to put that sort of rule in place.
There is so much you can do with Zoho and Google Apps—and a licensed reseller of both can help you get the most out of it by tailoring integration specifically to your business.