Zoho Mobile CRM Apps
A trio of Zoho mobile CRM apps is now available for you, which means you can take your entire business on the road, to trade shows, or anywhere else you might want to do business. These mobile apps not only make it so business owners and employees can access business records from their mobile devices, but turn your phones or tablets into lead-generating machines at trade shows – much more quickly than they’d normally be.
What Zoho mobile CRM apps are available?
Here are the Zoho mobile CRM apps available to you:
- Zoho CRM
- Card Scanner
The trio of apps allow salespeople to transfer data from business cards directly to Zoho CRM, where they can then insert contact info into Zoho Campaigns lists, get driving directions to different offices, or simply keep the information for later.
Take your entire business with you with Zoho mobile CRM apps
The Zoho CRM mobile app lets users immediately access Zoho CRM, whether they’re at a trade show or just away from their desks, allowing for quick business and record-keeping decisions, and even team collaboration. The CRM app works on iPhone, iPad, and Android devices.
The app allows for standard options like emailing and calling directly from the app, and also updates records in the system even when not connected to the internet (for example, when using Airplane Mode while on a flight); when the device reconnects to the internet, the new data automatically synchronizes with Zoho CRM.
Visit your clients more easily
One new feature of the Zoho mobile CRM app is that it can alert you when you’re close to your prospects’ businesses. This allows users to plan excursions to visit close by businesses, aided by the integrated map feature of the app. This proves invaluable during downtime in client-heavy areas, or simply when you aren’t sure how to get to a client’s office.
Make impressions right away with the Zoho mobile Leads app
Making trade shows work for you can be a major hassle at times; you usually need to carry bulky equipment with you or wait until the end of a conference to collect everyone’s information – or, keep track of piles of business cards, only to enter their information into your CRM manually later on.
The Zoho mobile Leads app allows users to transfer lead information directly into Zoho CRM, and even allows for immediate followup with users via email or insertion into an integrated Zoho Campaigns mailing list.
How it works
The Zoho mobile Leads app works when you scan your prospects’ badge QR codes or take pictures of their business cards. The Zoho mobile Leads app parses data from the business cards (or reads the QR codes) and imports the information into your Zoho CRM. Then, from the app, you can assign leads to different members of your company or immediately send out emails.
Zoho Campaigns integration allows for even faster sales cycles
Being able to automatically import data into your CRM is one thing, but, with the Zoho Campaigns integration to the Leads app, you can start your prospective clients with fresh email campaigns the very day they meet you. In a business (and general) climate where early engagement is the key to success, this integration is absolutely invaluable.
Get streamlined with the Zoho mobile Card Scanner app
Like the Zoho mobile Leads app, this one retains scanned or photographed information and transfers it to your Zoho CRM – but, doesn’t bog the user down with Zoho Campaigns options, emailing functions, or lead assignment capabilities. It does, however, retain the map integration functionality of the Zoho mobile CRM app, letting users find their way to prospective customers’ businesses.
Scan in multiple languages
The Zoho mobile Card Scanner app reads business cards in seven different languages:
More mobile apps than you can shake a stick at
The great thing about Zoho is they’re always innovating. With the surge of mobile popularity, we’re happy to report that Zoho CRM isn’t the only app that has been given the mobile treatment. No, not by a long shot! Zoho makes all of its apps in mobile form now, so you can access your entire business from the palm of your hand. Stick with the CRM, or go deep with mobile Zoho Books, Zoho Advanced Analytics, and many others. It’s all available with the Zoho One suite, which contains all of Zoho’s apps in one neat package.
Welcome to the family!
As we’ve said before, Zoho is one of those things where you don’t know what you don’t know…until you dive in and realize there’s a lot to it all! But, we want to be there to guide you through the journey so you come out not only okay, but great. That said, we’d love to hear from you! Call (888) 207-4111 or contact us using the button in the upper right corner to get started using Zoho’s new family of mobile apps, or for any other Zoho consulting or CRM training needs.