Yes! We have a whole bunch of new and interesting features lined up that will not only help you manage your customer data and interactions at a central place in CRM, but also give you an enhanced CRM plus Email solution.
Here’s a summary of what’s new:
MailMagnet for Mobile
When we introduced MailMagnet for Zoho CRM, our aim was to change the way salespeople interact with their email. Today, we’re taking this one step further by introducing MailMagnet for Mobile.
MailMagnet users can now receive their customers’ emails inside Zoho CRM mobile app without fiddling with their phone’s email settings. With the new Messages tab in the app, you can view all your customers’ emails, reply to them and even add tasks. What’s more, you don’t have to be on Zoho CRM app or refresh messages each time to receive new emails. Just enable alerts in your iPhone, iPad or Android device to receive email notifications.
An example? You’re traveling to a customer location and while on transit, you browse through Zite for some interesting articles. While reading, you receive an email notification from a customer. Tapping the notification for details, you find that a customer has arranged for a meeting with you. And as luck has it, the customer is in the same location!
BCC Customers’ Emails to CRM
With BCC Dropbox, you can copy selected customer emails to Zoho CRM. The feature comes with a unique email address for each sales rep. And all you need to do is, BCC the email address while sending emails to your customers, and get a copy of the email linked to the right customer’s record in CRM! Don’t have a matching record in CRM? No Problem. Zoho CRM automatically adds a lead or contact, and associates the email to that record. Even the file attachments are tagged along and saved.
For example, you’re having an email conversation with a customer from your Gmail account, and you find one particular conversation thread essential for further sales discussions. By entering the BCC email address, you can get that email linked to the customer’s record in CRM.
So you don’t have to restrict yourself from using a single mail client. You can use multiple email clients and email address as long as Zoho CRM knows the email addresses that you send from. Of course, a bit of human intervention is required. BCC Dropbox is available for all paid users.
Engage and Delight your customers with LiveDesk Integration
Let’s face it, no one wants to spend time on endless email threads and long phone calls to get their questions answered. Not in this digital age when information is available instantly, all the time. So, what’s the best possible way to support your Net Generation customers?
Introducing Zoho LiveDesk Integration with CRM. Zoho LiveDesk – an online live chat capability – in your website gives impatient customers a chance to ask questions in real time and also get an answer right away. Each chat transcript is attached to the customer’s record in Zoho CRM, keeping your support team in sync with all customer interactions.
That’s not all, your support agents can add Leads, Contacts, Notes and follow-up tasks to Zoho CRM, directly from Zoho LiveDesk. And when an existing customer requests live support, Zoho CRM automatically retrieves relevant customer information to Zoho LiveDesk. The LiveDesk Integration is not only an additional channel to provide better customer support, but also a good way to show that you’re available for them at all times.
Contextual Integration with third-party apps and get holistic view of your customer information
Earlier, we introduced Custom Apps to build apps that can access data inside your CRM system. Now you can pull in any customer related information from custom apps and third-party applications and contextually add it to any record in CRM. Custom Related Lists comes with ready-to-use gallery functions that help you integrate with third-party applications like Contactology, Saasu and Zoho Recruit with ease.
Custom Related List is available for Enterprise users. Our Online Help will walk you through the configurations.
Do try these features and let us know what you think.