zoho crm for google apps webinar
DESCRIPTION
Zoho CRM for Google Apps by Rodrigo Vaca, Zoho. http://www.zoho.com/crm/TRANSCRIPT
Zoho CRM for Google AppsRodrigo Vaca
About Zoho●Making businesses more productive on
the cloud and helping them grow●More than 20 online applications for
businesses: Collaboration, Business and Productivity
●Company founded in 1997, private and fully profitable
●More than 3 million users
The (Simplified!) Sales Process
LeadGeneration
Prospecting / Sales Process
Account Management
How Zoho CRM for Google Apps Helps
LeadGeneration
Prospecting /Sales Process
Account Management
• Web-To-Lead Form in Google Sites• Contextual Gadgets: add a lead• Import contacts from Google Contacts
• Contextual Gadgets: Tasks• Gmail Integration• Google Calendar integration
• Attach files from Google Docs• Embed gadgets in Gmail• Gmail integration
+ Single Sign-on, Add users from Gmail, access from Gmail
How Zoho CRM for Google Apps Helps
• Web-To-Lead Form in Google Sites• Contextual Gadgets: add a lead• Import contacts from Google Contacts
• Contextual Gadgets: Tasks• Gmail Integration• Google Calendar integration
• Attach files from Google Docs• Embed gagdets in Gmail• Gmail integration
+ Single Sign-on, Add users from Gmail, access from Gmail
LeadGeneration
Prospecting /Sales Process
Account Management
Web-To-Lead Form in Google Sites
Zoho CRM Contextual Gadgets for Gmail
Import contacts from Google Contacts
How Zoho CRM for Google Apps Helps
• Web-To-Lead Form in Google Sites• Contextual Gadgets: add a lead• Import contacts from Google Apps
• Contextual Gadgets: Tasks• Gmail Integration• Google Calendar integration
• Attach files from Google Docs• Embed gagdets in Gmail• Gmail integration
+ Single Sign-on, Add users from Gmail, access from Gmail
LeadGeneration
Prospecting /Sales Process
Account Management
Zoho CRM Contextual Gadgets for Gmail
Export Events to Google Calendar
Gmail mail inside Zoho CRM
How Zoho CRM for Google Apps Helps
• Web-To-Lead Form in Google Sites• Contextual Gadgets: add a lead• Import contacts from Google Contacts
• Contextual Gadgets: Tasks• Gmail Integration• Google Calendar integration
• Attach files from Google Docs• Embed gagdets in Gmail• Gmail integration
+ Single Sign-on, Add users from Gmail, access from Gmail
LeadGeneration
Prospecting /Sales Process
Account Management
Attach Files from Google Docs
Zoho CRM Gadgets in Google Sites/Gmail/iGoogle
Gmail inside Zoho CRM
Beyond Google Apps:Other Integrations
With Other 3rd Party Apps
With Other Zoho Apps
Zoho CRM for Google Apps
Use Cases
SMBStartup Big Co.
• Contact Management• Share contacts + interactions• Minimal customization: use as is, get started fast• 100% Free for up to 3 users
• Contacts vs Leads vs Potential vs Accounts• Custom fields• Custom views• Auto-Responders• Roles• Inventory
• Workflow rules/alerts/tasks• Field-level security and history• Cases• API• Groups, Profiles, Roles• Audit Log• Reports
Thanks!Try Zoho for Google Apps Today
zoho.com/CRM