Zoho CRM for Google Apps Webinar
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Zoho CRM for Google Apps Webinar

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Zoho CRM for Google Apps by Rodrigo Vaca, Zoho. http://www.zoho.com/crm/

Zoho CRM for Google Apps by Rodrigo Vaca, Zoho. http://www.zoho.com/crm/

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Zoho CRM for Google Apps Webinar Zoho CRM for Google Apps Webinar Presentation Transcript

  • Zoho CRM for Google Apps Rodrigo Vaca Zoho [email_address]
  • About Zoho
    • Making businesses more productive on the cloud and helping them grow
    • More than 20 online applications for businesses: Collaboration , Business and Productivity
    • Company founded in 1997, private and fully profitable
    • More than 3 million users
  • The (Simplified!) Sales Process Lead Generation Prospecting / Sales Process Account Management
  • How Zoho CRM for Google Apps Helps Lead Generation Prospecting / Sales Process Account Management
    • Web-To-Lead Form in
    • Google Sites
    • Contextual Gadgets:
    • add a lead
    • Import contacts from
    • Google Contacts
    • Contextual Gadgets:
    • Tasks
    • Gmail Integration
    • Google Calendar
    • integration
    • Attach files from
    • Google Docs
    • Embed gadgets in
    • Gmail
    • Gmail integration
    + Single Sign-on, Add users from Gmail, access from Gmail
  • How Zoho CRM for Google Apps Helps
    • Web-To-Lead Form in
    • Google Sites
    • Contextual Gadgets:
    • add a lead
    • Import contacts from
    • Google Contacts
    • Contextual Gadgets:
    • Tasks
    • Gmail Integration
    • Google Calendar
    • integration
    • Attach files from
    • Google Docs
    • Embed gagdets in
    • Gmail
    • Gmail integration
    + Single Sign-on, Add users from Gmail, access from Gmail Lead Generation Prospecting / Sales Process Account Management
  • Web-To-Lead Form in Google Sites
  • Zoho CRM Contextual Gadgets for Gmail
  • Import contacts from Google Contacts
  • How Zoho CRM for Google Apps Helps
    • Web-To-Lead Form in
    • Google Sites
    • Contextual Gadgets:
    • add a lead
    • Import contacts from
    • Google Apps
    • Contextual Gadgets:
    • Tasks
    • Gmail Integration
    • Google Calendar
    • integration
    • Attach files from
    • Google Docs
    • Embed gagdets in
    • Gmail
    • Gmail integration
    + Single Sign-on, Add users from Gmail, access from Gmail Lead Generation Prospecting / Sales Process Account Management
  • Zoho CRM Contextual Gadgets for Gmail
  • Export Events to Google Calendar
  • Gmail mail inside Zoho CRM
  • How Zoho CRM for Google Apps Helps
    • Web-To-Lead Form in
    • Google Sites
    • Contextual Gadgets:
    • add a lead
    • Import contacts from
    • Google Contacts
    • Contextual Gadgets:
    • Tasks
    • Gmail Integration
    • Google Calendar
    • integration
    • Attach files from
    • Google Docs
    • Embed gagdets in
    • Gmail
    • Gmail integration
    + Single Sign-on, Add users from Gmail, access from Gmail Lead Generation Prospecting / Sales Process Account Management
  • Attach Files from Google Docs
  • Zoho CRM Gadgets in Google Sites/Gmail/iGoogle
  • Gmail inside Zoho CRM
  • Beyond Google Apps: Other Integrations With Other 3 rd Party Apps With Other Zoho Apps
  • Zoho CRM for Google Apps Use Cases SMB Startup Big Co.
    • Contact Management
    • Share contacts +
    • interactions
    • Minimal customization:
    • use as is, get started
    • fast
    • 100% Free for up to 3
    • users
    • Contacts vs Leads vs
    • Potential vs Accounts
    • Custom fields
    • Custom views
    • Auto-Responders
    • Roles
    • Inventory
    • Workflow
    • rules/alerts/tasks
    • Field-level security and
    • history
    • Cases
    • API
    • Groups, Profiles, Roles
    • Audit Log
    • Reports
  • Thanks! Try Zoho for Google Apps Today zoho.com/CRM