shutterstock_599083103 (1)

How G Suite and Zoho CRM Can Work Together

Staying organized, no matter how easily it comes to an individual, is a necessary requirement to maintain a respectable quality of life. Whether it’s keeping track of doctors’ appointments, paying bills on time, or even maintaining a reliable sleep schedule, we all have to find a rhythm that works with our internal system as well as what works in the outside world.

In today’s world, we have technology on our side that can help us in all of these ways. With digital resources, we can upload important dates or obligations into our always-with-us calendar application to help keep us on track and reminded of upcoming obligations. With email capabilities, we have a written record of conversations as a reference tool (as well as a trail for legal or security purposes. With storage clouds now at our fingertips, we can access important documents at any location without the need for a hard drive or a flash drive. All of these capabilities make our daily lives easier, and the same can be said for our professional lives.

Google Suite can combine all of these capabilities into one central location, meaning that all of your administrative tasks and organizational tools can live in one place, making for easier alignment and coordination between different platforms. An added benefit is that Zoho CRM can utilize this suite of products without losing steps in the process and automation so that your teams won’t need to learn a new system or a way of operating. Since G Suite can be used on both a personal level and in the professional setting, users will also be able to use skills they’ve learned in each segment of their lives, further taking advantage of all the capabilities G Suite has to offer. With the single sign-on capability, your users won’t have to worry about constant logging in to disrupt productivity. 

Understand mindsets

One of the benefits of living in the digital world is the ability to understand a user’s mindset while exploring the information highway. Analyzing their search behavior and understanding how they’re seeking content will better establish how you design your marketing and advertising campaigns. Google AdWords will help you analyze these behaviors as well as provide insight and direction around how to improve your campaigns to satisfy the needs of your target audience. These tracking and analyzing tactics can be integrated within your company’s Zoho CRM model so that your teams can use these tools to better apply learnings to their overall brand awareness strategy.

Google Calendar

The implementation of Google Calendar within G Suite has drastically changed the way in which work is completed and communicated. By syncing contacts, locations, and availability, users can not only stay organized and on track, but productivity is improved due to less time spent following up or waiting for new forms of technology to take your teams to the next level. With the ability to sync with third party integrations, web-based meetings can take place from one company to the next without difficulty. Just as easy is the synchronization of Google Calendar with Zoho CRM so that your teams will continue to stay on track without the worry of managing the timelines within two different systems.

Google Contacts

In any company with a sound sales structure, having a reliable contact list is crucial. Since the days of using a rolodex are long gone, updating and maintaining your contacts is imperative to succeed. Individuals are constantly moving from one company to the next, brands are always switching their representation by agencies, and new hires and promotions are a necessary given. With all of this constant change, you’ll need a tool that can keep record of all of these changes easily – Google Contacts can sync this information with your Zoho CRM contact list so that duplication is not a worry, and users won’t have to stress about misinformation. 

 

Google Drive

This is easily one of the strongest features of G Suite. Data storage has come a tremendously long way since the days of floppy disks, hard drives, and even flash drives. These outdated avenues proved unsafe, as data was always being compromised, and hard devices can be easily lost, stolen, or ruined. With Google Drive storage, your teams can keep documents in this cloud-based storage unit in an organized and searchable way. Another fantastic benefit of Google Drive is that it allows users to be collaborative with these documents to satisfy version control, and it eliminates the need for constant hand-off of the same document. Your company can sync the effort from Google Drive with Zoho CRM for seamless collaboration without missing a beat or duplication.

Google Sites

You can learn a lot from a user’s journey through your website, and Google Sites allows you to better understand this process. By building surveys and areas that encourage feedback, you can be in a constant improvement mode to better suit your consumers. With Zoho CRM, you can follow these behavior mindsets just as easily without alienating your current users as well as your team members.

Gmail

Easily the most widely used email system in today’s world, you can cater to your teams’ already organic understanding of this platform by syncing your business email with this platform. By syncing contacts, calendar, and Drive capabilities, your day-to-day management of your business will be seamless and all under one suite of products. Zoho CRM can house this capability as well so that your information and leads will automatically sync with what you have established in Google Suite.

Google Tasks

It may often feel as though you have a gazillion things on your to-do list at all times, and simply writing them down may not be enough anymore. With Google Tasks, you can easily input all of your responsibilities in one place and make them interact with all of your other applications. Zoho CRM can also loop in with this list and make it a possible automation capability that will help you be more productive all the while without losing any necessary steps. 

Share this post

Please submit your information so we can setup a time to review your system