zoho crm for google apps webinar

Zoho CRM for Google AppsRodrigo Vaca

Zohovaca@zohocorp.com

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

LeadGeneration

Prospecting / Sales Process

Account Management

How Zoho CRM for Google Apps Helps

LeadGeneration

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

LeadGeneration

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

LeadGeneration

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

LeadGeneration

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 3rd Party Apps

With Other Zoho Apps

Zoho CRM for Google Apps

Use Cases

SMBStartup 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