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This is a guest post by Christophe Primault, CEO of CloudWork that supports lean businesses to stay focused on core activities, rather than spending more resources on managing office tasks as more clients come on board.

Zoho CRM, listed by readers of GetApp as one of the top cloud business apps of 2013 – really does what it says on the box: it is a fully-functional client and a sales automation tool. But we find that too many of our small business users are not taking full advantage of all that Zoho CRM has to offer, as individual staffers don’t maintain the contact notes with updates on the latest client interactions. As a result, Zoho CRM is used as a sales management tool, but may not be taken advantage of in helping manage relationships or to exemplify customer service once clients come on board.

Through our user feedback, for example, we know that design teams may all contribute to the same client project, but predominantly work individually. We have seen this with graphic and website designer businesses, where each member contributes to a shared project, but works pretty much in a silo for the most part.

This creates the risk of miscommunication between a designer and the client, whose level of fear and anxiety is raised when they feel they are not being listened to because one designer is unaware of a recent discussion that’s being held with someone else on the team.

With CloudWork’s connector for Zoho CRM and Evernote, anyone who has client contact in this design business can write a quick note in Evernote – from their mobile device, smartphone or laptop – to describe the latest meeting outcomes or client discussion. By using the client’s email address as the subject of the Evernote note, CloudWork automatically matches and adds the contact note to Zoho CRM to keep client records up to date.

Now our design business can use Zoho CRM throughout project management activities:

  • To double-check the latest client requests,
  • To understand future customer needs better, and
  • To help raise the bar on the business’ overall customer service culture.

Do try the integration and let us know how it works for you.

  1. Caroline

    I was also interested in signing up with Cloudwork however they are not accepting any new users at the moment? any updates?
    Is there a way to work around this?

    Also, I was wondering if there is a way to update information from a business card to Zoho CRM without having to input the information manually. Is there a way to do this?

    I look forward to your reply!

    thank you!

  2. Dheeraj

    Can I capture visiting card through Evernote and it get’s integrated to Zoho CRM automatically?

  3. Mark

    Good day,

    I would like to use the note integration from Evernote to ZoHo CRM but it seems that Cloudworks is not taking any more users.

    Is there another way to do this?

    Best wishes,

    Mark