We’ve made it a priority to tightly integrate our vast array of business apps. Today we’re announcing a special update: Zoho CRM and Zoho Projects integration. Zoho CRM allows companies to manage a lead through all the stages until it finally becomes a customer. But.., what happens next? Well, if you’re in the services industry – or any other industry where people live and die by the project, when a customer signs on the dotted line is exactly when the real work begins. And what a better way to manage that than with Zoho Projects?
So today we’re making it easier to go from a closed deal to a happy customer with a finished project. How?
Sell with Zoho CRM, execute in Zoho Projects
You and the sales team can continue working on deals and prospects just like you have until now. When the customer has decided to sign and start a new project, you can then:
- Create a new project portal and a new project for this particular customer
- Add CRM contacts as users of the new project, and create accounts for them to access. You can of course specify if those users are internal or customer.
- If you already have a project portal or a project for this customer, you can of course just associate that directly with your CRM record (account/contact/potential)
A single view of your customer. Really.
CRM systems are put in place for many good reasons. One of them is to get a single view of your customer.
Zoho CRM + Zoho Projects integration takes that to the next level. Now your sales executive can know how your customer projects are doing. Are you behind schedule? You might think twice about making that sales call today… maybe wait until Tuesday when the team will have had enough time to catch up on deliverables.
Of course, what works for an existing customer also works for a prospective customer. Some sales cycles are so complex and long that the sales engagement IS a project by itself. You can also use Zoho CRM + Zoho Projects in this case to collaborate with all your co-workers involved in the prospecting, including Sales, Marketing and Engineering.
We trust you’ll find this useful. Please let us know your feedback!