Zoho has launched a major update to Zoho CRM, the company’s affordable on-demand customer relationship management software. The Zoho CRM update includes a completely redesigned user interface and four new features: “Pulse” module, LinkedIn integration, Zoho Creator integration, and WebHooks — improving the social aspects and extensibility of Zoho CRM.
“Zoho CRM is the first app redesigned with an enhanced focus on user productivity and improving the user experience of the application,” Raju Vegesna, Zoho evangelist said in a statement. “We plan to extend this to other Zoho applications. We are also excited about extending our CRM application with new social features and integrations, as well as extending our user population. Zoho CRM just gained its 25,000th customer. We are extremely excited about the momentum, and we hope to see more users take advantage of our offering.”
New Zoho CRM UI: Optimized for User Productivity
Zoho CRM is updated with a completely redesigned user interface, built from the ground-up with user productivity as the primary focus. We want our users to focus less inside the CRM application and more on selling. We studied how our users were interacting with our application and made several improvements to various screens and workflows within the application.
We provided early access to our customer base and have received very good feedback from them. Starting today, the newly designed CRM will be the default interface. The older version will also be available for a few weeks.
In addition to the new user interface, Zoho CRM gains many new features.
New “Pulse” Module: Stay on Top of Your Sales Activity
Just like you can follow people on Twitter, you can now follow a particular deal, contact or account in Zoho CRM. Pulse allows you to follow what’s really important to you. For example, a CEO might be interested in a deal that could have an impact on his quarterly results. By following that deal, he will now be updated on all activity related to that deal.
Users can customize what updates they would like to see and can view activity based on who made the changes and where the changes were made.
LinkedIn Integration
Zoho CRM now allows users to link a contact’s profile with their LinkedIn profile. So users can not only very easily get their position, company, city and more; they can also be up to date with their business and professional activity. Users can even associate their profile picture in the Zoho CRM contact or send direct LinkedIn messages to the user without leaving the CRM application.
A LinkedIn icon is available below the photo in the Leads and Contacts module that provides the information pulled in from LinkedIn. If a LinkedIn profile of the user doesn’t exist, users have the option to search for the user’s profile.
Zoho Creator Integration
With our Zoho Creator integration, users can now build custom apps that appear inside the CRM application and access data from the CRM system. For example, users can build a custom travel app that appears within the CRM. This custom app can be built to pull in information from various modules within the CRM. The beauty of building the app with Zoho Creator is that there’s no coding required, just drag-and-drop a few fields, and you have an app built and integrated with CRM.
The app that is built using Creator can be co-developed by multiple users and can also be shared with other Zoho CRM users.
WebHooks
WebHooks simplify integration with other systems. For example, if you want to update your accounting system every time you close a deal in CRM, you can configure a WebHook to notify the external system about the change (through GET/POST requests). WebHooks can be configured alongside a Workflow to send instant web notifications when a specific event occurs.
Pricing and Availability
The update, with brand new user interface and LinkedIn integration, will be available to all Zoho users, free and paid. The Pulse module and Google Calendar Sync will be available for paid users. Zoho Creator integration and WebHooks features will be available to Zoho CRM Enterprise Edition users.
SOURCE:BUSINESS WIRE
Zoho Updates Zoho CRM with New UI, Social Features and Integrations
“Zoho CRM is the first app redesigned with an enhanced focus on user productivity and improving the user experience of the application,” Raju Vegesna, Zoho evangelist said in a statement. “We plan to extend this to other Zoho applications. We are also excited about extending our CRM application with new social features and integrations, as well as extending our user population. Zoho CRM just gained its 25,000th customer. We are extremely excited about the momentum, and we hope to see more users take advantage of our offering.”
New Zoho CRM UI: Optimized for User Productivity
Zoho CRM is updated with a completely redesigned user interface, built from the ground-up with user productivity as the primary focus. We want our users to focus less inside the CRM application and more on selling. We studied how our users were interacting with our application and made several improvements to various screens and workflows within the application.
We provided early access to our customer base and have received very good feedback from them. Starting today, the newly designed CRM will be the default interface. The older version will also be available for a few weeks.
In addition to the new user interface, Zoho CRM gains many new features.
New “Pulse” Module: Stay on Top of Your Sales Activity
Just like you can follow people on Twitter, you can now follow a particular deal, contact or account in Zoho CRM. Pulse allows you to follow what’s really important to you. For example, a CEO might be interested in a deal that could have an impact on his quarterly results. By following that deal, he will now be updated on all activity related to that deal.
Users can customize what updates they would like to see and can view activity based on who made the changes and where the changes were made.
LinkedIn Integration
Zoho CRM now allows users to link a contact’s profile with their LinkedIn profile. So users can not only very easily get their position, company, city and more; they can also be up to date with their business and professional activity. Users can even associate their profile picture in the Zoho CRM contact or send direct LinkedIn messages to the user without leaving the CRM application.
A LinkedIn icon is available below the photo in the Leads and Contacts module that provides the information pulled in from LinkedIn. If a LinkedIn profile of the user doesn’t exist, users have the option to search for the user’s profile.
Zoho Creator Integration
With our Zoho Creator integration, users can now build custom apps that appear inside the CRM application and access data from the CRM system. For example, users can build a custom travel app that appears within the CRM. This custom app can be built to pull in information from various modules within the CRM. The beauty of building the app with Zoho Creator is that there’s no coding required, just drag-and-drop a few fields, and you have an app built and integrated with CRM.
The app that is built using Creator can be co-developed by multiple users and can also be shared with other Zoho CRM users.
WebHooks
WebHooks simplify integration with other systems. For example, if you want to update your accounting system every time you close a deal in CRM, you can configure a WebHook to notify the external system about the change (through GET/POST requests). WebHooks can be configured alongside a Workflow to send instant web notifications when a specific event occurs.
Pricing and Availability
The update, with brand new user interface and LinkedIn integration, will be available to all Zoho users, free and paid. The Pulse module and Google Calendar Sync will be available for paid users. Zoho Creator integration and WebHooks features will be available to Zoho CRM Enterprise Edition users.
SOURCE:BUSINESS WIRE