Business Sense

Integrating VoIP Calls with Zoho CRM Using gUnify 0

Effective communication is essential for any business to thrive. With modern technologies streamlining operations, staying up to date with tools that facilitate seamless communication is crucial. That's where the innovative gUnify system comes into the picture. This cloud-based Unified Communication System is expertly designed to enhance your organization's communication by integrating Google Apps, Zoho CRM, and Broadsoft Hosted VOIP, providing an adept solution for automatically tracking and logging your VOIP phone calls directly into your CRM.

Understanding that capturing every interaction with customers is integral to driving sales and delivering outstanding customer service, gUnify has been crafted to cater specifically to businesses that leverage Google Apps. It doesn't just stop there; it ensures that every single call made via a traditional phone, softphone, or mobile device is meticulously logged within Zoho CRM's activities module. You'll gain access to details such as the caller's number, the identity of the call handler, the date and time of the call, its duration, and any notes or tags pertinent to that communication - all updated in real-time.

This integration is not only about tracking but also about enhancing productivity. By meticulously logging phone call details, sales, and support teams can focus on what truly matters, as their performance metrics are automatically recorded. Consequently, gUnify offers profound insights into your team's telephone engagements with potential to analyze incoming and outgoing call volumes, call durations, and call destinations.

The installation of gUnify is remarkably straightforward. Once integrated into your Google Apps domain, every user simply needs to activate the gUnify Plug-in for Zoho CRM through a few quick steps found in the gadget's Settings option.

If your business is searching for a system that can bridge the gap between internal communications, client interactions, and your CRM, gUnify is the perfect solution. Not only does it streamline the process of call logging, but it also provides valuable insights that can aid in strategizing and improving your customer relations, marketing, and sales efforts.

Are you eager to elevate your organization's communication management with gUnify and Zoho CRM? Contact us at Consultants In-A-Box for expert advice, implementation services, and comprehensive training on optimizing this integration for your business needs. Let us help you make the most out of your communications and customer relationship management efforts.

Sensor Giant Banner Implements Zoho CRM Successfully 0

Revolutionizing Lead Capture with Mobile CRM Apps 0

Trade shows and events often present a golden opportunity to generate business leads, yet traditional methods for collecting attendee information—like badge scanners—can create inconvenience and delays that may lead to missed opportunities. Fortunately, embracing technology can revolutionize how you gather and manage your contacts.

Imagine no longer needing to use the common badge scanner at your booth, which can often lead to long lines and impromptu note-taking on business cards. Our innovative solution streamlines the entire process, connecting directly to your Customer Relationship Management (CRM) system and leveraging mobile technology to ensure you're engaging with potential leads effectively and efficiently.

Introducing Leads, the cutting-edge mobile application designed to replace bulky badge scanners with the simplicity and power of your smartphone. Each member of your team can utilize this app, enabling you to scan attendee badges from anywhere at the event. The moment you scan a badge, the app accurately captures the attendee's information, instantly presenting it on your mobile device. This feature allows you to promptly add notes, assign tasks, or even designate a lead owner then and there—while you’re still interacting with the potential customer.

In addition, our app can seamlessly integrate with backend workflow systems in your CRM, like the popular Zoho CRM. Scanning an attendee’s badge can trigger an immediate addition of their details as a new lead in your CRM and simultaneously dispatch a personalized "thank you" email, creating a memorable impression almost instantaneously.

The Leads app supports QR code scanning and smartly switches to Optical Character Recognition (OCR) to capture readable information when QR scanning isn't possible. It goes a step further with its built-in card scanner, allowing you to snap a picture of a business card and have the relevant details uploaded to your Zoho CRM automatically—including saving an image of the card itself.

We understand the significance of a strong digital presence, especially on social media platforms. Hence, if the business card includes a Twitter handle, the Leads app dutifully associates the Twitter profile picture with the lead record in Zoho CRM, further enriching your data.

The app launched during our Zoholics event and became an instant hit with exhibitors, who used it extensively to engage with attendees. Although Leads initially debuted on iPhone, we are always working on expanding its accessibility to other platforms.

Please note that the Leads app has evolved. Its best features now reside in our card scanner app. For assistance or to enjoy the benefits of smart lead management at your next event, reach out to us at support@zohogadgets.com.

Are you ready to say goodbye to traditional badge scanning and hello to enhanced lead management? Contact Consultants In-A-Box today for implementation and training on this breakthrough technology. Let us help you harness the power of Leads and transform your trade show experiences into successful opportunities for business growth.

Boost Your Sales Rep Performance at Work 0

Are you striving to stand out in the competitive sales industry and maximize your performance at your workplace? Being a kick-ass sales representative doesn't require superhuman abilities. It's all about harnessing the right tools and strategies to elevate your sales game. Consultants In-A-Box offers insights into how you can elevate your sales strategy using a powerful CRM system like Zoho CRM. Read on for valuable tips and don't hesitate to contact us for implementation and training to make the most out of these tips.

Stay on Top of Critical Customer Communications

Efficient management of customer emails is crucial in sales. With Zoho CRM's MailMagnet, you can ensure you never miss an important email from a prospective client. It filters your Inbox, providing notifications for emails from prospects, which helps you respond promptly and effectively. Imagine starting your Monday with a clear picture of which emails need your immediate attention, enabling you to prioritize effectively.

Automate Your Email Correspondence

Time-consuming tasks like manual data entry can detract from your primary goal: selling. Fortunately, Zoho CRM comes to the rescue with Email Template features. You can now automate thank you emails, welcome notes, and other communications by personalizing templates for various activities. With just a few clicks, you can send these emails to individual prospects or a whole list of leads, giving you more time to focus on making sales.

Go Mobile with Zoho CRM

For field sales reps constantly on the move, updating your team and managing customer interactions can be a challenge. That's where Zoho CRM's mobile functionality shines. This feature lets you carry your CRM in your pocket, optimizing productivity on the go. From adding leads to receiving updates, the Zoho CRM mobile app keeps you connected to your sales network anywhere you are.

These strategies are just the beginning of transforming your sales approach. With the right tools, skills, and Consultants In-A-Box's expertise, you can become that kick-ass sales rep everyone admires. Do you have more tips to share? Your experience could be invaluable to others, so feel free to engage and share your thoughts.

If you're excited about these tips and ready to implement them, remember that we at Consultants In-A-Box are here to provide you with the necessary training and support to harness the full potential of Zoho CRM. Maximize your sales capabilities by making the smart move. Contact us today, and let us help you become the superhero sales rep at your workplace!

Customer Spotlight: Ideal CRM Fuels Business Success 0

Transforming the trajectory of your business doesn't always require complex solutions. Sometimes, the right fit comes in the form of a simple yet effective Customer Relationship Management (CRM) system. Consultants In-A-Box specializes in recommending and implementing tailored CRM strategies that can seamlessly align with your company's needs. Allow us to share a success story of one business that found its perfect match.

A Journey from Fatigue to Flourishing Business

Alexander Loffeld, who had a rich career history in the shoe industry, reached a turning point in 2009. After years of dealing with corporate pressures, he took a sabbatical to unwind and refocus. When he returned to the corporate world, he founded Hillbay Consultancy Ltd., a company predicated on providing expertise in shoe design, production, and distribution across Europe.

The CRM Quest for Hillbay Consultancy

As Hillbay began to expand, Loffeld realized the necessity of leveraging a CRM solution to manage his burgeoning contacts and maintain structure in his operations. But as a startup, he was cost-conscious. His vast experience with CRM systems crystallized his preferences: ease of use and affordability.

Zeroing in on the Ideal CRM Solution

Loffeld, previously disillusioned by the complexity and cost of other CRM software like Exact Synergy, sought a user-friendly and economical alternative. His search led him to Zoho CRM—a platform he quickly embraced due to its intuitive design. Loffeld found the registration process simple, and within hours, he could see it was a suitable match for Hillbay's needs.

Maximizing Zoho's Ecosystem

Hillbay Consultancy didn't stop at Zoho CRM. Loffeld harnessed an array of Zoho's offerings, including Campaigns, Sites, Invoice, Projects, and Mail. Integrating these services provided a streamlined process, with mobile options enhancing convenience even further.

Growth and Success Post-Implementation

Following the adoption of Zoho CRM, Loffeld tailored the system to the company's specific requirements—categorizing clients and employing every available feature. The customizability and ongoing introduction of new features ensured that Hillbay Consultancy could keep pace with its competitors and eventually explore the launch of their own shoe label.

A Seamless Fit for the Business

Loffeld likens Zoho CRM to "the perfect pair of jeans"—comfortable and even better with time. It's no longer just a part of their operations; it's integrated into the very fabric of Hillbay Consultancy, contributing significantly to their success.

If you're in search of a CRM solution that feels tailor-made for your business, or you want to explore how Zoho's suite can boost your operations, Consultants In-A-Box is here to assist. With our expertise in implementation and training, we can guide you toward making informed decisions that bring out the best in your business. Contact us to start your journey towards a streamlined, efficient, and thriving company.

New Update Enhances Zoho CRM Analytics Module 0