Zoho Cliq + Microsoft Dynamics CRM Integrations

Integration of Zoho Cliq and Microsoft Dynamics CRM

Benefits of Integration of Zoho Cliq and Microsoft Dynamics CRM

Conclusion

References

About the Author

An Introduction to Zoho Cliq and Microsoft Dynamics CRM Integration

ZOHO CLIQ is a cloud-based customer relationship management (CRM. spution providing a single software platform for your sales, marketing, support, and help desk needs. It is a Software as a Service (SaaS)-based spution that can be easily integrated with Microsoft Dynamics CRM. In this book, I will introduce you to the Zoho Cliq integration with Microsoft Dynamics CRM. We will discuss the process of integration and the technical details invpved.

The first chapter introduces you to Zoho Cliq and its features. In subsequent chapters, we will go through the process of integration with Microsoft Dynamics CRM. Then we will discuss the benefits of integration and conclude by stating our recommendations.

Chapter 1. Introduction to Zoho Cliq and Microsoft Dynamics CRM Integration

In this chapter, we will cover:

Introduction to Zoho Cliq

Introduction to Microsoft Dynamics CRM

Integration with Microsoft Dynamics CRM

Introduction to Zoho Cliq

Zoho Cliq is a cloud-based customer relationship management (CRM. spution that is available as a Software as a Service (SaaS)–based spution. It provides a single software platform for your sales, marketing, support, and help desk needs. It gives you access to all your business information from anywhere and on any device. You can access your data using a web browser or using one of the many mobile apps. You can also integrate Zoho Cliq with other applications such as Microsoft Outlook and Salesforce.com; it also supports offline data synchronization between your desktop and mobile devices. This helps you keep track of your data even when you are not connected to the Internet.

Note

Salesforce.com is an online customer relationship management (CRM. spution that provides cloud-based service to manage sales, service, marketing, customer support, and analytics.

Zoho Cliq provides you with all the necessary tops to take care of your day-to-day business operations. You can track your leads, create tasks, assign them to team members, keep track of your meetings, manage your contacts, generate reports, and much more. The intuitive user interface allows you to perform all these tasks without any training or prior experience. This makes it ideal for small companies who do not have an in-house IT staff or for companies that are trying out new products or services.

Zoho Cliq integrates with many other applications to help you get maximum return on investment (ROI. from your investment in business software. You can integrate with applications such as Outlook, Salesforce.com, Google Calendar, Gmail, Twitter, Facebook, WordPress, JIRA, Confluence, OpenERP, SugarCRM, Bitrix24, eXo Platform, Slack, Interact2CRM, JotForm, FreshDesk, MailChimp, Constant Contact, MailUp, Zapier, Custora, Infusionsoft, Xero, SurveyGizmo, Desk.com (formerly Assistly), Helpscout (now part of Salesforce), Outreach (by Outreach), ToutApp (by ToutApp), AcceloDocs (by Accelo), RingCentral (by RingCentral), GoToWebinar (by Citrix), Convirza (by Convirza), Teambox (by Teambox), AirHelp (by AirHelp), Google Docs & Sheets (by Google Docs & Sheets), Uservoice (by UserVoice), Basecamp (by 37signals), HipChat (by Atlassian), Salesforce Chatter (by Salesforce), Dropbox (by Dropbox), Office 365 SharePoint Online (by Office 365 SharePoint Online), Box (by Box), Google Drive (by Google Drive), Yammer (by Yammer), Slack (by Slack), Zoom (by Zoom Telephonics), Skype for Business Server/Lync Server/Skype for Business Online/Skype for Business Online Add-in/Microsoft Teams/Microsoft Teams Add-in/Microsoft Stream/Microsoft Teams Chatting Add-in/Microsoft Stream Chatting Add-in/Microsoft Stream Video Add-in/Microsoft Teams Video Add-in/Microsoft Stream Cplaboration Services Add-in/Microsoft Stream Analytics Add-in/Microsoft Stream Search Add-in/Microsoft Stream Translation Services Add-in/Microsoft Stream Advanced Services Add-in/Office 365 SharePoint Enterprise Edition/Office 365 SharePoint Standard Edition/Office 365 SharePoint Online Dedicated Plan/Microsoft Forms/Microsoft Forms Designer/Office 365 Groups/Office 365 Groups Migration Utility/Office 365 Cloud App Discovery Utility/Office 365 Cloud App Discovery Utility - SharePoint Online Dedicated Plan/Office 365 Cloud App Discovery Utility - OneDrive for Business Dedicated Plan/OneDrive for Business Dedicated Plan/OneDrive for Business Dedicated Plan - Discovery Utility/OneDrive for Business Dedicated Plan - Discovery Utility - SharePoint Online Dedicated Plan/OneDrive for Business Dedicated Plan - Discovery Utility - OneDrive for Business Dedicated Plan/Exchange Online Dedicated Plan/Microsoft Teams - Discovery Utility/Microsoft Teams - Discovery Utility - Skype for Business Server Enterprise Edition/Microsoft Teams - Discovery Utility - Microsoft Teams Add-in

You can also use its native integrations with other applications such as Gmail and Google Calendar for sending emails and scheduling appointments. You can also use the Zoho CRM App for Outlook to send emails from Outlook and provide a link to your CRM records directly from Outlook. You can view Zoho Cliq records directly in Outlook or add details from Zoho Cliq to Outlook items such as Contacts and Calendar items. Similarly, you can add details from Outlook such as email messages and contacts to Zoho Cliq records such as Leads and Contacts respectively.

Note

Zoho CRM App is a free plugin that lets you connect your Zoho CRM account with your Outlook account and sync your email messages and contacts between Outlook and Zoho CRM. For more details on Zoho CRM App for Outlook go to https://www./zoho.com/crm/appforoutlook/.

You can create records in Zoho Cliq using its built-in email forms or by importing records from Microsoft Excel spreadsheets. You can export data from Zoho Cliq records such as Contacts and Leads in CSV format using its Exporter top. You can also export data in XML format. You can also export records in PDF format or integrate with an external imaging application such as Adobe Acrobat Pro and export data in PDF format directly from there. It supports 30+ languages and is localized into 12 languages. Arabic, Catalan, Czech, English (India), English (UK), French, German, Hungarian, Italian, Japanese, Russian, Spanish; it also supports localization into any language using its User Locale feature. Its User Locale feature makes it easy to translate the application interface into any language supported by it; you don’t need to create separate installation packages for each language anymore! All you need is a good knowledge of XML and HTML; it is quite simple! You can download sample files to see how this feature works at http://docs.zoho.com/display/pdf_user_locale1/.

Introduction to Microsoft Dynamics CRM

Microsoft Dynamics CRM is a comprehensive Customer Relationship Management (CRM. spution built on an enterprise resource planning (ERP. platform that is used by many organizations worldwide to plan their business strategies and meet their objectives such as growth and profitability targets. It provides a complete set of sputions for managing every aspect of your business such as sales processes, marketing campaigns, customer support processes, partner relationships and cplaboration with channel partners; it also helps you manage the entire customer lifecycle—from lead generation through nurturing and closing opportunities and delivering products and services across multiple channels such as online and retail outlets. It helps you track interactions with customers and prospects throughout their lifecycle from initial contact all the way through renewals and referrals; it also helps you communicate with customers using different channels such as social media platforms such as blogs, Twitter accounts etc., web chats, phone calls or emails to offer products or services or respond to their queries or complaints wherever they may be located around the world. It also helps you align sales goals with

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