Zoho CRM for Google Apps Webinar

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

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Zoho CRM for Google Apps Webinar

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

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