Zoho CRM Integration

Integrate Zoho With Cloud Telephony For Better Business Results

Zoho CRM Has Unique Features

Zoho CRM is an omnichannel platform that comes with many features such as Sales Force Automation (SFA), security management, team
collaboration, and also detailed analytics. These features can help you get detailed insights and further help forecast about the sales; also manage customer experience on a single unified platform.

Integrating Acefone with Zoho products, you are facilitated with the following features:

View business card of the contacts while you receive an incoming call or when you initiate an outbound call to a Zoho Products contact via Acefone
View voice call log of Acefone
Access to Click-to-call functionality
Adding follow-up activities at the end of each call
Create new contacts while you are on calls with new leads

Steps To Integrate

Zoho Integration Benefits

View Caller’s Information

Anything predictable can be managed, efficiently. Once you integrate the Zoho with your business phone, it provides all the needed information of the clients. A business card pops up which has all the essential data that help the agents to make a productive conversation.

It helps the agents to plan the conversation so that the leads can be converted easily. It pops-up the business card and gives the client information like lead owner, email, contact number, and lead status.

Click-to-Call for Better Experience

Click to call is the facility that makes life easier for the agents. It also saves the handling time of the agents while pushing them towards higher productivity. Agents can dial the call directly from the CRM by a single click.

Once you enable Zoho Phone Bridge on the portal, you can place calls via all the devices across the other platforms. The integration of Phone Bridge also provides many relevant information automatically to make the conversation more fruitful leading to more possibility for lead conversion.

Track all the Activities

The Zoho integration with your business phone helps you track all the activities. You can easily track all the activities related to tasks, calls, meetings, events, and record all the specific details in the Zoho CRM.

Time-bound activities also need to have complete tracking so that all the tasks need to complete within a limited time frame. You can create recurring events, set reminders to add invitees to the event. Keep track of all the inbound calls and outbound calls with the help of Zoho integration.

Lead Management

Zoho integration helps in identifying quality leads out of all the leads. With the help of the available customer data, you can also nurture the leads towards a better conversion. Analyze and track key information about the available leads. You can also engage with the promising leads at multiple touchpoints.

You get a smart web form for lead generations and edit all the individual details. Once the agents have all the information handy they can engage with the customers purposefully. All the corresponding information is retrieved immediately when the same customer calls next.

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Zoho and Acefone Integration

Sales Force Automation

Automated processes that help in lead management by doing perfect sales forecasting. Insights that make sales conversion efficient.

CRM Analysis

You get a customizable dashboard that delivers detailed reports that further help you decide the KPIs to enhance the overall productivity.

Product Customisation

Organise all the tabs with customizable options as per your business requirements. Acefone helps you customise the integration.

Security Management

You have various data sharing setting options that help you do various security management settings for intact security.

Data Administration

Import and backup your data. Get more space for additional data. Zoho telephony integration with Acefone enhances performance.

Integrations

Zoho CRM phone comes with an option to integrate all the analytics and projects. You can also integrate Zoho Doc and Google Doc.

Steps To Integrate Zoho

Our Services

Hosted Phone System

Cloud Hosted Phone Systems use your internet connection to make a call, saving you money and allowing you more flexibility in your phone systems.

Free Phone Number

Take down barriers to customers contacting you with the option to select a free phone number for your business.

Contact Centre Solutions

Your workforce isn’t limited to one location, hosted phone systems allow you to operate online call centres from anywhere in the world.

Become A Partner

Becoming a partner with Acefone is a simple way for your business to sell innovative, cloud phone systems to more and more customers. Reseller plans can be bespoke to your business and will come with two options, both with your business having ownership of your customers and pricing. Acefone provides a Bureau Billing service, allowing resellers to focus on building their business rather than dedicating time to a monthly billing process. We also provide 24/7 business support to your customers, to ensure optimum customer satisfaction.

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