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How to Backup to Google Drive

It’s often bewildering to think how far we’ve come in just a short period of time with our computer technology. When our thinktanks used to be huge behemoths that would take up an entire table, we have now shifted to portable devices that allow us to perform the same capabilities (and obviously, SO much more) from our laptops, our smart pads, and even smart phones.

Our storage options have also taken new life over the decades. When we’d have to transfer data or documents, our hard storage devices became smaller and smaller, but the chances of those tools getting lost, stolen, or ruined were too easy, which led to a new thinking structure for how we can safely store our data, especially in a world in which minimization is key.

Cloud storage, while still relatively new, has completely changed the way in which we store and share files. Google Drive, under the Google Suite umbrella, holds tremendous value to a business and how it can collaborate internally and externally. One of the strongest features of Google Drive is the ability for multiple users to collaborate in one document at the same time – for projects that require multiple stakeholders, this can mean a tremendous saving on time, energy, and resources. Your team members won’t have to worry about version control or edits being lost in the shuffle, and you’ll save valuable time – instead of sending the document back and forth between stakeholders, waiting for the previous person to finish their portion, everyone will be able to work on the document simultaneously.

  • Sharing capabilities

With sharing capabilities also synced with Gmail, contacts, and calendar, you can also easily transfer these documents via a link instead of an attachment, meaning your contents won’t be sent back due to size or compatibility issues. Since Google Drive is also designed to be searchable, your users won’t waste time looking for important documents by folder-diving or by trial and error.

On the other hand, if you’re sharing documents externally and don’t want to allow the recipients to have editing abilities, you can change those settings to either just “edit” or “view mode” so that the content within these sharings is untouchable. So when you’re sending over proposals or presentations, you can send them as viewable PDFs so that the content cannot be altered or manipulated in any way, all the while without the worry of the file being too large for email.

  • Zoho CRM Integration

Zoho CRM can integrate with Google Drive, meaning that efforts in both portals will be reflected in the other, allowing for optimum record-keeping and managing details. When a contact or a lead is created within Zoho CRM, your Google Drive account will automatically create a folder related to this entry so that you can manage additional information here, like documents or important correspondence. When there are items that have not yet been uploaded to Google Drive, you have the option to manually go in and add certain files there from Zoho CRM.

Whichever method you choose to do to convert your files to Google Drive, it’s important to keep in mind that both Google Drive and Zoho CRM are meant to inspire collaboration and preserve time and energy. With the saved time and energy, productivity will increase, and employee morale will likely increase as well.

  • Info on-the-go

When your company places its documents on the Google Drive, it instantly makes access to these files easy and seamless. Instead of trudging around your storage devices, like a flash drive or even your laptop, your sales team can easily access documents on the Drive from their mobile devices. With an app that will grant you accessibility to everything on the Drive, your sales team will be able to reference anything they need to while in the field and benefiting from facetime with their clients.

  • Merge other G Suite efforts

Of course, Google Drive is not the only platform under the Google Suite umbrella. One of the benefits of using Google Drive as a storage system within Zoho CRM is that it’s capable of linking with other properties within the suite of products. Since the G Suite overall is meant to inspire collaboration, all the other products within work with another to deliver optimum results in managing the day-to-day operations and communications.

Gmail of course helps sync communication methods with contacts, calendar, and even maps so that the ongoing business operations are all synchronized with Zoho CRM. Any time there’s a change made in one of these platforms, the change is reflected in the others as well as Zoho CRM so that the rest of your internal teams can monitor, track, and provide feedback to the sales team. This up-to-date information will further educate the marketing strategies moving forward so that future campaigns perform more organically and tailored for your target and specific audiences.

There are quite a few cloud-based storage systems in the marketplace now that will help your company organize and strategize how you collaborate with other members within your company. Google Suite has capabilities that dominate the competition, and Google Drive’s storage system is one that beats others. By using Microsoft Office products for user ease and understanding and by integrating with Zoho CRM, internal understanding and implementation will surely be seamless and intuitive.

Additionally, by using a system that is so widely utilized, your interaction with clients and customers via this organizational tool will only provide greater confidence for future business and partnerships. The increased visibility and collaboration will allow for more trusting conversations, and in a time in which personal connection is hard to come by despite our constant digital connection, that trust can turn out to be extremely valuable and beneficial. Converting and backing up your files and documents to the Google Drive and the Zoho CRM extension will allow for a more streamlined internal process as well as a stronger relationship and connection to your clients and consumers alike.

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