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Zoho CRM and Google Drive Integration: A Guide

In today’s world, we’re constantly connected with one another. Our smart devices allow all of our extensions to be accessible at all times, which means that we’ve also been conditioned, as a society, to multi-task. We can write an email while talking on the phone and checking our online calendar. We can text in the middle of watching a show, and we can online shop while also catching up on our favorite podcast during our subway ride into work.

So what does this mean for your business? How are your teams working together amidst all of this cross-channel communication? And furthermore, how can you forecast keeping it all concise and organized? In a time when almost everything is performed on a cloud-based system, it’s crucial to pay attention to how your company operates from a blueprint perspective. Gone are the days of traditional hard drive storage, and you rarely see files stored on flash drives anymore. Since so much of our business is performed on-the-go and via our smart devices, it’s imperative to consider programs that cater to this new style of operating business.

Zoho CRM helps keep your teams in-line when it comes to monitoring timelines, updating contact information, and automating workflows. With so much energy and manpower that was once devoted to an outdated form of filing, your company absolutely benefits from using Zoho CRM as an organizational software. Not only does this keep your brand relevant in the marketplace, but it expedites many processes that once were slowed down by manual input and attention. Your clients are happier with the more focused attention, and your internal teams appreciate the automated workload and reliance on accuracy and efficiency.

Zoho CRM and Google Drive Integration A Guide

Why Google Drive?

Google is a powerhouse that seemingly runs the world in digital communication and information. It’s no surprise that its suite of communication tools is the most used in the world, and its analytics and reporting metrics provide companies all across the globe insight into their business model and strategies.

Google Drive is cloud storage that stores files and all kinds of documentation. The capabilities of this system are quite impressive, as updates, revisions, additions, and deletions are all done in real-time so that all members with access can be alerted to any changes. Instead of weighing your emails down with bulky attachments, you can simply send a live ink to the document. Team members can grant access ability to these shared folders so that only certain individuals may see them or edit them. This provides automatic autonomy to all stakeholders within the company, allowing for open communication as well as self-reliance.

Of course, since Google Drive is cloud-based, your team members can access this functionality whether they’re in the office, working from home, traveling, or on their device. Having this instant and immediate access for documents allows for better visibility and higher quality modes of communication.

Zoho CRM and Google Drive Integration

Google is, without question, a leader in digital advancement and innovation. It’s practically a no-brainer to consider integrating this platform within your customized Zoho CRM model. With live updates to presentations, notes, data points, and spreadsheets, you can ensure that your team members across the entire company are receiving the most up-to-date information and data.

Integrating this software within your Zoho CRM means that every single employee within your business model will be alerted to any changes and updates. Having a structured architecture of where everything lives and who has access to what means that your teams will be independently self-sufficient. Everyone will be more efficient when it comes to requesting data and receiving said information. This ability to access materials in an instant allows all other team members to continue their own work processes without interruption.

When these updates happen with the integration of Zoho CRM and Google Drive, everyone can be alerted when these changes take place. Additionally, with the program synchronization, files can be transferred easily and immediately across both platforms so that delay is completely eliminated.

Another fantastic reason for integrating your customized Zoho CRM with Google Drive is simply put overall universal use. Google Suite is of course the most commonly used platform for email, calendars, contact storage, and of course, document storage. For personal use, this suite of products is easily the most widely used; as it grows in popularity and utility, businesses are also turning to this suite for professional use and clarity. With that said, integrating the two programs loosely translates to fewer training sessions or transition time due to an already established understanding of use. Your clients will also appreciate the universal usage of this program since the chances are high that they, too, are also already familiar with the Google Drive platform.

Google Drive Consultants

With any new introduction of programs or ways of operating business processes, there is an inevitable period of adjustment time. Not everyone within your company will be familiar with this platform, so it’s important to keep that in mind. Luckily, Zoho understands the often tricky nature of new process implementation, so the company has established a thorough consultant strategy to help small businesses adjust to new practices.

While Google Drive is a universally-used program, integrating it with your own Zoho CRM can offer difficulty within your teams. Zoho offers a wide portfolio of Zoho consultants that can help you blueprint how you’d like the integration to look as well as offer support and guidance through the transition process. This available service allows your employees to fully grasp all the elements that the integration has to offer so that they can better understand how it will help their own day-to-day processes.

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