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Integrations June 23, 2020

Get data to drive growth with Zoho CRM and Plecto

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Zoho CRM is one of the +50 integrations that allows you to import your relevant data directly into Plecto. Here you have everything you need to know about Zoho CRM - Plecto integration!

All businesses have stories, and everyone loves a good story! Compelling narratives push people to take action. Similarly, businesses that can connect with their audience, can propel them to action with powerful narratives. 

Consider that every customer is on a journey, Zoho CRM guarantees that yours have a smooth travel experience. CRM is not just a management system for sales, marketing, and support—it's a customer lifecycle management system. Over 150,000 businesses worldwide rely on Zoho's online omnichannel platform to connect with prospects, work with customers, and make every interaction meaningful.

Your teams can find themselves daunted by the massive amount of data on their plates on a daily basis. Sometimes, graphs and reports aren't sufficient, especially when they take up valuable time to create. Any delays that ensue result in frustrated customers and loss of revenue.

Zoho CRM and Plecto present you with real-time data that complements your product pitches and meetings. A manager can see the value of deals lost, the total duration of calls, and the number of calls completed.

With over 18 fields and modules that can be mapped to Plecto, Zoho CRM helps to quickly contextualize your data, making it the best alternative to Salesforce, Pipedrive, and Hubspot in terms of CRM integrations.

Let's check out how 17 KPIs from Plecto help Zoho CRM visualize data to boost motivation, help with problem solving, and yield better results from data-driven decision-making.

Sales & Marketing

Every stage of your sales cycle is crucial when it comes to improving ROI. Selling doesn't just happen over the phone anymore. Social media, online forums, and the web have become a new thriving ground for business. This means your business reps now have to engage with your audience across a whole variety of channels proactively.

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Zoho CRM can support your team with the best tools for lead generation, lead capturing, nurturing, lead scoring, conversion, retention, and loyalty. Data is mapped from leads, contacts, deals, accounts, campaigns, and activities in Zoho CRM to Plecto, helping you accurately track your business processes, and identify opportunities for cross-selling and up-selling.

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Zia, an AI-powered sales assistant from Zoho CRM, can quickly pull up stats from reports and documents. By tracking your activity, Zia tells you the best and worst time to contact your customers, and assesses the tone of your emails to ensure top-notch messaging. Zia can also detect anomalies in the automation and structure of your workflows, and ensures the smooth operation of transactions and other functions.

Plecto displays the number of leads created, new deals, deals won, and the win rate of deals on your CRM homepage in a widget style of your choice. Zoho CRM's homepage can also host KPIs from Plecto that show you the quantity and value of deals lost.

Finance

Get both specialization and convenience with centralized accounting information and processes in Zoho CRM. By automating workflows, a sales rep can generate quotes, invoices, purchases, or sales orders—all without leaving Zoho CRM. Plecto can also iterate invoice and order information to show your real-time MRR (Monthly Recurring Revenue). 

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Creating vendor, partner, and customer portals within Zoho CRM can encourage stakeholders to give you more information about themselves and their businesses, since they can enter data at their own pace and comfort. 

Greet your stakeholders with insights into their purchase patterns, industry trends, and subscription information using customized homepages and dashboards from Plecto and Zoho CRM. These helpful insights work to build ownership and trust, resulting in more orders placed and subscriptions renewed.

Customer Support

Zoho CRM is known for its ease of use, advanced features, and affordability among SMEs and large enterprises. However, it is most famous for its clean interface, customizable modules, and smooth navigation. When a customer faces any kind of hiccup, support executives should always be reachable and well-informed. 

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Zoho CRM's cases module gives support executives great visibility and structure to handle a mammoth volume of incoming customer issues, and other modules provide you with quick access to documents and records. But dashboards are the hero when it comes to finding quick and accurate information on product availability, order status, and more. 

With Zoho CRM, the duty of a support executive ends with closing a ticket. Reps can convert their notes into documents, and add them to the solutions module. Recurring complaints can be documented in a shared library of FAQs with just a click of a button. 

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Displaying new and completed tasks across support teams encourages healthy competition. Plecto provides unique gamification options in addition to Zoho CRM's existing Gamescope functionality. 

Access to average and total call duration data, in addition to the number of deals won and lost, provides management with fundamental KPIs that influence resource allocation, skill development, and planning. 

Team collaboration

With real-time updates from the activities module in Zoho CRM, you can help your team stay connected and on the same page. Plecto displays the number of booked and completed meetings by pulling data from the events and activities modules in Zoho CRM.

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Remote work will never be uncomfortable again thanks to the built-in chat, sales signal notifications, and video conferencing features that Zoho offers.

So, what are you waiting for? Reimagine the way your business visualizes and consumes data with Plecto and Zoho CRM. 

Try Zoho CRM for just $12/user/month and get access to Plecto and over 300 of the most popular productivity apps.

This is a guest blog post by Kassanndra M. R., a product marketer with Zoho Corporation. Her experience as a Manager of Design and Communication at a non-profit for elementary education, combined with her exposure to the advertising industry with Ogilvy and Mather, and a Creative Communication degree from Mudra Institute of Communication (MICA), has kept her curious and motivated to make selling, buying and understanding SaaS interesting and less intimidating.

KASSANNDRA M.R.

Product Marketer at Zoho Corporation

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