shutterstock_747447301

The Gift of Google & Integration: How to Use G Suite and Zoho CRM

There’s no denying that we all now live in a world in which we’re all connected at all times – our devices allow us to operate no matter where we are at any time of the day. With business, it’s essentially the same idea. With this constant connection and the ability to operate business processes at any time, your team members can close deals in an instant without having to wait till Monday at 9 am. Your sales team can respond to inquiries instantly with intuitive and instant data and insights, bridging the gap from insecurity to trusted partners.

All of these current capabilities mean that your company absolutely must be aware of how these technological advancements can affect your business model and what you must do to maintain your company’s relevance in any kind of competitive marketplace. Zoho CRM allows your internal teams to collaborate with one another through automation, easier collaboration, and up-to-date processes to save time and energy. The ability to synchronize process steps and align efforts can also translate to higher visibility with your clients and consumers, and being tapped in to real-time data and analysis can even further elevate your brand amidst your competitors.

The Gift of Google & Integration How to Use G Suite and Zoho CRM

One of the greatest advantages to living in this digital time is the ability to utilize all the benefits of Google Suite. These days, most operations are using some form of cloud-based management software for storage, communication, and collaboration. Now that we’re in a time of instant and immediate communication, your business must do the same in order to stay relevant to the times. Google Suite not only affords your company the ability to store without the hassle of hard drives or physical storage systems (flash drives), but it also is all connected so that your operations can be aligned under one effort.

  • Google Drive – for storage and collaboration solutions, Google Drive allows your teams to organize and access important documents in an instant with the added ability to collaborate in real-time. This removes the need for tedious version control and expedites group projects by removing individual hand-offs, saving incredible time and energy. The integration of Google Drive with Zoho CRM allows for those using collaborative abilities with documents to access them from any platform. The ability to work on documents via Google Drive, whether it’s through Word, Excel, or PowerPoint, allows your teams to attach them or work with them through Google Suite or Zoho CRM. This synchronization avoids disruption in production and expedites the overall process for each project.
  • Google Calendar – these days, we rely on our digital calendars to keep us on track. Because our daily details change at the drop of a hat, and because we’re all obligated by the schedules we keep, Google calendar allows you to organize your meetings, invite and collaborate with others in your Google community, and syncs with Google Drive so you can attach documents without the worry of bounce-back. Zoho CRM users likely take advantage of an individual calendar process, but regardless of the platform, it allows Zoho CRM users to export events to Google Calendar, so you can be sure that no meetings get lost through the cracks, and important meetings won’t be missed due to simple integration issues.
  • Google Contacts – this feature isn’t necessarily new or unique for Google Suite, but given all of the syncing capabilities within the platform, this is just one more way for your Google world to be in-tune with one another. Booking meetings and collaborating on documents is much easier once your contacts are integrated. The same can be said for Zoho CRM users and Google contacts; Zoho CRM can synchronize the data from both platforms so duplication is not an issue, and if an update is made to one data point, the change will be reflected on the other. As clients and consumers are constantly changing personal data, positions, and even jobs and locations, it’s imperative that your contact information is updated accurately and universally in all platforms that your company uses.

  • Google Mail – this is probably the most well-known aspect of Google Suite, as it’s the most used platform for digital communication. More and more businesses are migrating to this method of email, as so many individuals already use Gmail for personal use. It’s the highest rated platform for ease-of-use, and it’s just one more avenue that helps streamline productivity, collaboration, and communication. In this particular instance, Gmail can also be synced with Zoho CRM, in that users will be able to align their email communication with Gmail so that threads won’t be missed, important details won’t go overlooked, and invite and contact updates will happen in real-time. All of these details will ensure that your internal (as well as external) processes will stay on schedule, and your coordinators will remain up-to-speed with all developments.
All of the features within Google Suite have helped individuals and businesses alike stay up-to-date with communication and collaboration. With all of the platforms working together to update and synchronize information, there never has to be worry or concern about manual effort when it comes to updating content. Plus, this saves incredible time and energy between teams so that you can then reinvest that time in other efforts, like following leads, investing in other data resources, or even spending more time in the field making connections. The integration of Google Suite with Zoho CRM means that your business’s productivity and efficiency levels will only increase. With the ability to merge the two platforms, your business can rest assured that no processes will lose momentum and no team members will be left behind. This integration will also aid in external communication, as these methods of connection will help build trusting and lasting relationships with current and prospective clients and consumers. No matter the industry that your business is in, you’ll benefit from Zoho CRM integrating with Google Drive, and your partners will, too.

Share this post

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