Clip Links and emails to NoteBooks.
It’s nice to be able to right click webpages and add them to the project notebook for later reference. So much easier to zero inbox as your handling the emails value right there and then without going down the rabbit hole the link may represent, everything‘s been worked slowly directed to where it needs to be
Also good to know that each email is automatically being assigned to that contact in the CRM and if they’re not in the CRM with the click of a couple of buttons they can be
Handle Chatbot or call queries
No longer need to hand out ones phone number as the website visitors can place calls from the site chat/callbot.
Every now and then sells IQ chat bot or call will be activated by one of the many visitors to the sites organic culture managers. We use knowledge Bank as a way to store all the helpful articles that are written to respond to user client customer questions in such away while the chat or the call is trying to find an operator to help, it is already suggesting links to articles or forums for the user to peruse while waiting. If an operator cannot be found in a reasonable period of time then it will convert the Chat to a ticket that is the manager through desk which is again or linked to the CRM
Integrate Books.
Invoice off a client through Books and instead of using zero handle all the operations for a service orientated business
Social Footprint.
I can manage multiple brands Digital Footprints through my Zoho one through its components campaign for all newsletters and social for all the social marketing
LinkedIn Integration.
And instead of having to type in all the data to the CRM and something I first go to LinkedIn I know use Zoho plug-in that extracts the profile data from the organization of the contacts and automatically populates to CRM saving me hours every week and improving the accuracy of my data as well as improving my footprint within LinkedIn
