Do you know that Zoho Cliq integration with Zoho CRM can increase your sales? A CRM is a power house that runs your company’s sales process and customer management. What would we do without a CRM in 2020 that makes our lead management more efficient?
With a CRM you can manage leads better and improve your lead conversion rate. You can be sure of your sales team doing great with a CRM but what about the rest of your team? For your company to enjoy all round productivity, all teams need to collaborate. How can you do that without having to scatter vital information across platforms?
How do you pass across the necessary information about leads to the relevant teams? The technical team may need important information about the lead in order to correct technical errors being experienced by a lead. What about your sales team having to update you about the status of a lead? There is definitely the need to pass timely information across teams for better collaboration.
With Zoho Cliq integration with Zoho CRM, your teams can collaborate better and provide the best experience for leads. You too can stay aware of projects being worked on by teams within your company.
Zoho Cliq is an app that allows teams within a company to collaborate, share files, have meetings and manage projects. With Zoho Cliq, you can manage your company’s entire workforce and ensure better productivity.
When combined with Zoho CRM, your sales team is able to share vital information with other teams. Other teams can make timely and more informed decisions and actions that increase lead conversion.
Research has shown that poor communication between employees leads to a drop in sales by 18%. That’s when teams can’t efficiently collaborate, leads may not get the attention they deserve. This would definitely affect conversion rate. However, Zoho Cliq’s integration with Zoho CRM bridges that gap.
There are several ways Zoho Cliq integration with Zoho CRM can boost your sales. However, we’ll be listing just a few.
Manage your sales via chat. Create chat rooms to brainstorm, share information from Zoho CRM and discuss. Include the CRM bot to Zoho Cliq to get automatic data update.
Zoho Cliq integration with Zoho CRM allows you to combine bots with virtual assistant, Zia. This enables you to transfer all the data from your CRM account directly into Cliq.
You can use the bot to keep track of your Zoho CRM, send reminders about webinars, meetings, incoming customer calls etc.
You can create custom workflows and send automated messages to your team chatrooms when a lead is assigned. You could also do this when a deal is closed.
You can share important discussions with sales reps and turn the discussions into notes for easy reference.
Share information about a lead. Use the slash command “/zcrm” to pull up data from your CRM account and post it straight to chat.
Now, you know the benefits of integrating Zoho CRM with Zoho Cliq. How about a Demo? You could also get more sales features with Zoho SalesIQ that helps you convert leads faster with advanced AI.
Also read our other article on how Zoho Books helps you manage your company’s finance wherever you are.
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