Today we're very excited to announce a one-of-a-kind integration between our Zoho CRM service and Zoho Mail - and with that, most modern mail platforms.
Zoho CRM now elegantly integrates Zoho Mail and vice versa. This means, users will now see a 'Mail' tab within their CRM system. But this is just a beginning. When you look for a contact within the CRM system, we automatically show all emails you have exchanged with that user. This is all done automatically. So no syncing your emails, no BCCs to your CRM. It is all automated.
Oh yea...if you are a Gmail user, we still have a nice solution for you. You'll be able to see your Gmail emails in Zoho CRM too. More details below.
Now, it is not just Mail integration into CRM, but we also integrated CRM into Mail as well.This means, if you are using Zoho Mail, you'll be able to save a contact directly to Zoho CRM system.
Additional details about this integration is provided below. This video is a great starting place.
Zwitch to ZohoCRM
The second announcement for today is the Zwitch program for salesforce.com customers. Salesforce customers can migrate to Zoho CRM and take advantage of free data migration along with up to 6 months of free Zoho CRM licenses. Additional details of this program are available here. http://www.zoho.com/crm/zwitch.html
Zoho CRM + Zoho Mail Integration Details:
Full-fledged e-mail within Zoho CRM
When customers visit the Setup section in Zoho CRM, they'll notice a new 'Zoho Mail Add-on'. Once you enable this add-on, users will notice the new "Emails" tab in Zoho CRM. This gives you instant, un-restricted access to all of your mails within Zoho Mail. Customers can now easily switch between their mail and their CRM from within the same window/tab in their browser. And of course - there's no need to sign-in again, Zoho's single sign-on takes care of that in the backend.
E-mail Composing/Reading within the CRM Contacts Tab
Of course you don't need to go to your e-mail client, or the Zoho CRM Email tab to interact with customers and contacts via e-mail. Within the Contacts tab, we have enabled both mail read and compose, so all your e-mail communications are truly just one click away.
BCC: No one
One of the things we really like about the Zoho CRM and Zoho Mail integration is that it requires users to do nothing. Really. Some inferior crm + mail solutions require users to CC:/BCC: some special e-mail address. Not us. Everything is taken care of on the background. E-mails will be logged within the respective contacts regardless if they were sent from the CRM Contacts Tab, the CRM Emails tab, directly on Zoho Mail, or even while using another mail client to send e-mail with Zoho Mail.
E-mails that respect hierarchy
Another cool thing about the integration with Zoho Mail is that the same permissions structure that applies to Accounts/Contacts will apply to e-mails to/from those contacts. So for example, when Steve Salesman, maintains an e-mail communication with Charles Customer, John's manager will be able to refer to those e-mail communications.
Create CRM contacts and to-dos directly in Zoho Mail Some customer interactions begin through e-mail. At any point, you can create a CRM contact directly from your Zoho Mail interface. You just need to choose 'Add to CRM' from the 'More Options' drop-down in Zoho Mail. Not only that - but after creating the contact you can also immediately add a task (for example, to follow-up with the contact or send a document). And of course, to keep the data clean, Zoho Mail will advice you if that particular contact already exists.
Zoho CRM connects with Gmail too
And of course, the last thing we'd want is to force customer to use Zoho Mail to take advantage of this great new functionality. If you are happily e-mailing your customers from your Gmail account, you can continue to do that. You just need to enable POP in your e-mail service/server so Zoho Mail can connect to those e-mails. We know some people will prefer IMAP, and we're working on that as well.
Pricing
Zoho CRM + Mail integration is available for $3/user/month.
Zwitch to Zoho CRM:
Today we're also announcing the Zwitch to Zoho program. It's our way to make life easier for those customers wanting to migrate out of Salesforce.com's and into Zoho's affordable-yet-fully-featured CRM service. Among other things, it includes:
Free, no-obligation assessment with a Zoho CRM specialist
Free data migration services
Free trial periods, and free service for up to 6 months, depending on the time left on the Salesforce contract
If you're a Salesforce customer who wants a powerful, award-winning CRM product, and save some money at the same time, just visit www.zoho.com/crm/zwitch.html to get started.
The CRM+Mail integration we have done here highlights the power of what we call contextual integration. It means that what matters is the information, not what 'product' you use to access it. The right information follows you, regardless what application you happen to be using at the time. It is possible only because of the tight integration between these two services - something that would be hard to achieve by two separate companies, even when they really really want to work together.
