By integrating Google Apps (including mail, calendar, & drive!) with Zoho CRM, Bob can easily keep track of his salespeople’s daily (or weekly, or monthly…) activity without asking them to double their workload. Once these two powerful tools are integrated, any email sent through Gmail will be automatically captured in Zoho’s customer record – allowing for easy review of when a customer was last contacted, or what you contact them about the most.
From a salesperson’s perspective, this makes life much easier. No longer do they need to duplicate efforts, copying emails into their CRM to ensure that the customer record is as up-to-date as possible. Neither do they need to worry about missing information or harassing a customer they just spoke to because they forgot to input the information. From a manager’s perspective, they no longer have to concern themselves with missing information on their reports or wasting their time talking to salespeople who are, in fact ,doing their job. It’s much easier to keep customers from legitimately falling through the cracks if all customer records are consistently up-to-date and accurate.
But how does this solution get implemented? And how expensive is it? It seems counter intuitive to think that a solution that so simply solves major business problems could be cheap or simple to set up. That’s where Twin Lights Group, LLC comes in. We’re a local IT consultancy, which means we work with businesses every day to help determine what technology will make their business more efficient, and help them implement it. We can easily set up your solution so it’s ready to go on day 1,and even train your staff to become virtual wizards at your new system. And the whole system – Google, Zoho, & Twin Lights Group’s assistance – starts at only $40/user/month. That’s less than most cell phone plans! Call or email us today for more information on how we can get you started!