On a daily basis, various people get in touch with your business. They could be leads, prospects or customers. It’s only fair that your software understands each of them in the right context. Zoho CRM helps you manage your leads and prospects while Zoho Support allows you to support your customers. They’re both really brothers in arms, in a sense. They both go hand-in-hand.
But then, how can they work together for your business if they don’t manage your contacts well enough. Earlier, Zoho Support let you import contacts from your Zoho CRM account manually. Since then, we’ve only wanted to make it much easier for you. How, you ask? Automatic, that’s how.
We’re happy to announce automatic import of your Zoho CRM contacts to your Zoho Support portal. For all practical purposes, your Zoho CRM contacts database would be your master database. And, when we say ‘contacts’ we necessarily mean ‘accounts’ as well.
All you have to do is setup the interval at which the import has to be performed regularly. And, Zoho Support will then faithfully perform the import for you. It’s really that simple.
In fact, if you’re a Zoho CRM customer who’s just signed up for Zoho Support, you can setup auto-import of your contacts once and strike it off your to-do list forever.
We hope this would reduce a lot of your effort towards managing contacts between the two apps. Try it today and tell us what you think. In the meantime, we’ll try to make your life simpler in some other way!