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Zoho CRM and G Suite- A Collaborative Integration

As time goes on, we’re able to adjust the programs we use and the platforms we access to better cater to our business model and our annual goals. As technology advances and only gets more innovative with time, we all have to do our best to not only keep up but stay relevant in an ever-growing competitive marketplace.

Relatedly, this technology can bring us together more efficiently and quickly than ever before – we can send emails while on the go, can conduct business operations on the weekends, and have some of our applications almost run our business on auto-pilot. While these advancements in communication can really help us achieve our goals, they can also hurt the personal relationships we worked so hard to build over the years.

Amidst all the hustle, it can be easy to lose the personal connection with your clients, vendors, and partners, despite all the ways in which we can indeed contact them. This strained or lost relationship can have a severe impact on advertising spend, reliable discounts on rates, future partnership opportunities, and more. That’s why it’s important now, more than ever before, to invest in platforms that help maintain, groom, and grow those business relationships.

man sitting at desk in well lit room thinking about life conceptZoho understands all the directions in which we’re pulled these days to keep your business afloat amidst changing technology, higher competition, and overwhelming communication methods. One of the most commonly used platforms is Google Suite, which is a collaboration and productivity tool that helps your teams work together efficiently and succinctly. The Zoho CRM and G Suite integration will allow your company to work together as one to streamline organization tactics, communication cadences, and efficient scheduling.

  • Gmail – this email platform quickly became one of the most-used communication tools, competing with the likes of Yahoo and AOL. Having your business’s communication run through Gmail helps promotes synchronization and unity, and given its common use, you’ll be able to participate in all the other tools available within the Google Suite. By integrating your Gmail with Zoho CRM, you can easily access your emails and communication threads without having to leave the platform, meaning that you won’t have to worry about missing a communication piece or falling behind on a deadline.
  • Google Drive – gone are the days in which we store everything on our hard drives or even our shared drives on our computers. Now, with cloud technology, we are able to store and access all of our documents in a place that is accessible no matter where you are. With Google Drive, you can upload, store, access, and revise all of your important documents in one place without have to worry about logging in multiple times, downloading or uploading repeatedly, or version control – all of which can be done without having to leave the Zoho CRM platform.
  • Google Calendar – what separates this calendar tool from the rest is its ability to be interactive both internally and externally. You can view other people’s calendars, share information in the body of the invite, and sync with your email account so that all of your responsibilities are aligned. You can also access all of this in mobile so that your calendar will keep you on schedule when you’re on the go and running from meeting to meeting. Plus, with the integration with Zoho CRM, you can manage all of your meetings in the CRM platform without ever having to leave it.
  • Google Contacts – one of the most common pain points of working with clients and vendors is how often contact information changes. Either individuals jump from company to company or offices are relocated, it can be difficult to keep up with contact information changes. With that, Google Contacts will update all changes in real-time across the company so that everyone has the same and consistent information. And again, all of this can be done without leaving the Zoho CRM platform.

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  • Google AdWords – predicting behavior is one the strongest things your company can do to better understand the consumer and their consumption journey. Generating leads when users come to your website is easier with Google AdWords, which can ultimately make your sales funnel wider and easier to predict, all without having to leave the Zoho CRM platform.
  • Google Sites – from there, you can easily take those leads and create Google Sites pages. Once you have a lead, you can more intuitively convert that lead into a customer. By publishing these forms, you can take the user’s opt-in information and gain a better understanding of their behaviors and interests.
  • Single Sign On – one of the biggest pains for all of us in today’s world is trying to remember all of the sign-in credentials we create for every website we use. It can be terrifyingly difficult to remember them, much less find a safe place to keep them for future reference. With Google’s Single Sign On, you can forget about the days of trying to memorize all of it and simply automatically sign in without rejection or the fear of being locked out.
  • Tasks – there are so many items on our to-do list on a daily, weekly, and monthly basis that it can often feel overwhelming. With Google tasks, you can keep track of everything on this list without worrying about missing something. With the Zoho CRM integration, all changes will be synced up within both platforms so that you won’t have to worry about making changes in both places or missing things on your list.

Final Thoughts

It’s important to stay connected with the external teams that help us keep our business afloat, and with Zoho CRM’s integration with G Suite, you can easily do that without having to sacrifice the quality of your business operations. Your teams can stay easily organized and connected without the fear of missing a step or worrying about lagging or out-of-date information. Integrate G Suite with your Zoho CRM so you won’t have to leave the CRM platform or missing out on important leads

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