Zoho Projects

Zoho Projects Extension

Efficient planning is the key to the success of any business project. A business always teams with several projects and people associated with those projects. Unless they are planned and managed efficiently, productivity takes a hit. A Project Management Software such as Zoho Projects comes to the rescue. With several tools to plan tasks, set milestones and delegate responsibilities, Zoho Projects is a perfect service to manage your projects.

When this tool is extended to a CRM system, the possibilities are even more incredible. When this extension is provided along with your Vertical CRM, it helps your customers to manage their tasks even more efficiently and make better business decisions as they can now associate these projects with customers.

For example, if some sales reps of your customer's organisation have won new deals from their customers, they can create and manage a project associated with those customers from within your Vertical CRM instantly. They can easily see the number of projects associated with a customer and gain insights that help them make better deals in the future.

With the Zoho Projects extension enabled in your Vertical CRM, all projects added inside your Vertical CRM by your customers get updated in the corresponding Zoho Projects account and vice versa. Once Zoho Projects extension is made active in your Vertical CRM, your customers can do the following:

  • Create a portal or associate an existing portal
  • Add Projects to a portal
  • Enable client account mapping
  • Associate or create projects in the Accounts, Contacts and the Potentials modules
  • Associate Projects details after a call
  • Perform all Project related functions from within your Vertical CRM

Benefits

  • Keep all internal users and customers in sync
  • Monitor all project activity related to your clients from a single place
  • Measure project progress
  • Automate client account mapping
  • Visibility into every stage of your project

 Enable Projects Extension

To enable Zoho Projects extension for your Vertical CRM application

  1. Login to your Zoho Developer account and click CRM for Verticals.
  2. Select the application in which this extension has to be enabled and clik Edit.
  3. Click Extensions in the left pane and select Zoho Projects.
  4. Click Activate.
    The Zoho Projects extension is now enabled.

 Deactivate Projects Extension

You can deactivate this projects extension at any point of time. Once the extension is deactivated, this change will get reflected in your Vertical CRM application only after you republish your application. New users who sign up for your application, after republication will not be able to access this extension. However, this extension will still be available for the existing users, who have signed up for your application before deactivation is done.

To deactivate Zoho Projects extension for your Vertical CRM application

  1. Login to your Zoho Developer account and click CRM for Verticals.
  2. Select the application in which this extension has to be deactivated and clik Edit.
  3. Click Extensions in the left pane and select Zoho Projects.
  4. Click Deactivate.
    The Zoho Projects extension is now deactivated.

 

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