ZOHO CRM is Data and Integration for your Business in Real Time

Hello!


To start this article let me describe, in very simple language, the word “Interoperability”.

#It is the ability of a system to interact in a flexible, controlled and secure way with another system to “exchange” information of interest#

Now, what benefit does your business get by interoperating with your Customer Relationship System?
To answer the previous question, I invite you to read the following:
Para responder la pregunta anterior, te invito a leer lo siguiente:


“Let’s say you have an accounting system, which is in charge of recording your customer payments. And recently, you acquired a wonderful Customer Relationship Management software like ZOHO CRM and you need, from the CLIENTS menu of the CRM, you can see how much your client ABC.com has billed”.

It all sounds very real and possible, but… What’s the problem?

The problem is that the billing data (payments) is in another database, that is, in the accounting system. But your salesperson is talking to the client and he only has access to the CRM client menu, not to the accounting system. Therefore, you will not be able to have that payment information, unless you call the accounting area and ask for the client’s balance, having as a consequence, using another company resource, in order to have access to information that, it literally already exists in the company, but in another database.

In addition, I am sure that you lose time and customer satisfaction as well as the user experience end up being very poor.

So the solution is to implement “Interoperability”!

By doing so, you will be able to have your ZOHO CRM Customer Management System “connected” to your accounting system and consulting the information of your customer’s invoices and payments online and in real time from the CRM, without having to open the accounting system. or without having to call another user in accounting.

Even better! When you already identify that you can connect both software via “interoperability”, you can, among other alternatives:

  • Optimize the connection to the accounting system, allowing payments to be recorded from the CRM, and even billing from the CRM.
  • Integrate ZOHO CRM with other applications of your business, such as Payroll System, Help Desk System, E-Learning Education System, Monitoring and Video Surveillance System, SMS Notification Systems, Chatbot Integrations, etc.
  • Connect it with web portals, intranets, event management systems and even with marketing or content management systems.



Well, having said that, I invite you to read the 4 main tools that ZOHO CRM offers you to guarantee interoperability between the different software that your business uses.

Webhooks:

The concept of WebHook is quite simple. It is an HTTP WEB Service that is responsible for making a call (POST/GET) to a URL when an event or criteria is met in the organizations.

For example, a WebHook can be implemented to instruct ZOHO CRM that when a LEAD goes from the Not Contacted to Contacted status, it automatically sends an SMS or a WhatsApp message to the client, so that they are informed of this action or to perform the next one. step in their business relationship with your business.

It is a very valuable and useful tool to work on workflows or previously defined actions to give more flexibility and automation in your company’s communications.

Widgets:

Widgets allow you to add custom features to existing ones in ZOHO CRM. It is also responsible for expanding the context of use of the ZOHO CRM tool because it allows you to create user interface components, which you can connect to any data source.

Currently, ZOHO CRM supports 4 types of Widgets, which are:

Click on any of the above links to learn more about Widgets directly on the ZOHO CRM page.

Custom Functional:

Known as the “Cloud Computing Execution Model”, they are a set of “instructions” declared in a Scripting language called Deluge, which allows execution when certain criteria previously defined by the programmer are met.


They can range from sending an email when a large deal closes, to creating complex workflows that bring flexibility and automation to your business operations, making tasks look like simple actions by your sales team.


As an important note of this functionality, its target audience are Programmers with Experience in REST APIs, Programming Languages and who already have knowledge of the Deluxe Scripting Language.

Mobile SDK:

This interoperability functionality expands your WEB CRM functions to Mobile Application interfaces.


Through the ZOHO CRM SDK for Mobile Applications, you will be able to expand the potential of all the information contained in your ZOHO CRM to Android and iPhone devices.


In addition to allowing access to CRM data in real time, you can not worry about the computing infrastructure, since the entire application will be available in the native ZOHO CRM cloud, avoiding additional costs for cloud computing services to store the data. code of your mobile applications while enjoying the benefit of having your data and your code centralized and 100% available in the ZOHO CRM global cloud.


I hope this article, aimed at expanding and empowering your business through interoperability and automation functions, has been very useful for you.

We want to help you in your Sales Management process! So let's talk!

ZOHO ONE, the Operating System of your Business!


Greetings and success



Jesús Espinoza / EVP y CTO / Ovnicom