Keeping focus on users’ information and its context in connection with other applications and services has always been the Zoho way of developing apps. We have after all been altruistic to have integrated our top apps like Zoho CRM, Zoho Projects and Zoho Invoice with external applications such as, for example, Gmail for the benefit of Google Apps users with whom we compete in some market segments.
Considering the fact that Zoho’s own portfolio of apps is one of the broadest around, developing tighter integrations between Zoho Apps tops our list of priorities. The goal is to move towards a ‘one Zoho’ experience so that whichever app a user happens to be, it pulls relevant information from other apps, and displays it in the right context.
Today, we are happy to announce contextual gadgets in Zoho Mail. You will now notice an uncanny strip with action icons at the bottom right corner of the Zoho Mail UI (can be disabled/enabled under Zoho Mail settings), when you open an email message.
These action icons provide connections to Zoho CRM, Zoho People, Zoho Contacts, Zoho Tasks and Zoho Notes, right when you go through your daily dose of emails; your mind fresh and ready to take action in context to the messages received. Here is a quick summary of how each gadget action can help:
We are confident that Zoho CRM users will love this Zoho Mail gadget. From within a message view in Zoho Mail, users can view existing tasks, events, notes and potentials related to the sender from the associated CRM contact records and also add new items.
Let’s say you are an ardent sales person, ever ready to garner information about your prospects. When you click the CRM gadget action, all existing notes, events, tasks and potentials relevant to the contact will be automatically pulled from your business’ Zoho CRM account and displayed without you having to navigate away from the email view. Loaded with additional relevant information in seconds, email interactions with your leads and prospects can be fine tuned for better impact to close more deals in less time.
In combination with the MailMagnet feature in Zoho CRM, this means a 2-way handshake between the two services. And stay tuned for more news on the CRM+Mail friendship.
Have you realized that a simple phone call or a quick face-to-face meeting with someone within reach could save you a lot of time from having to go through frivolous exchange of emails? Ever sent classic one liners like “Hey, coffee at 4pm?”, to someone 3-4 cubicles away? In Zoho Mail, you can now rather use the info gadget to load the direct contact details of your peers, prospects and colleagues and communicate naturally during situations where exchanging emails is in fact redundant.
If you are not in the habit of taking quick notes while perusing emails, you have no idea how many key points, cool ideas and crucial information you are allowing to evaporate into nothingness. We do understand that it can be nagging to scribble away on paper or switch to a notepad app now and then. Well, using the Notes gadget, users can fire up a simple notes editor in seconds from within the email view, making it downright easy for users to cultivate the habit of taking notes. All notes can be accessed later from the Zoho Notes app.
The most productive way to deal with email overload is to convert incoming requests, suggestions, discussions that require action into tasks. With the Task gadget action, users can add tasks without having to move away from the email view. So not only does this make it easy to compile a list of tasks but also helps in defining tasks with utmost clarity with the context of the original email retained during task creation.
This is just the tip of the ice berg towards providing a tightly integrated experience while using multiple Zoho apps. Contextual gadgets for more Zoho and external services on the way; because context is everything.
As always we humbly request you to spare some time to share your opinions and suggestions to fulfill our appetite for feedback.