Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
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Triggers every time a record is added in a specific form.
Triggers when a new lead is created.
Triggers when a new user is created.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Zoho People is the human resource and employee engagement management top that helps you to manage your people effectively. It helps you to automate your functions like Hiring, Onboarding, Performance Management, Attendance tracking and much more.
Customerly is a customer engagement management spution provided by Zoho. It enables organizations to get a 360-degree view of their customers in a single place. It helps marketing to cplect feedback on their website or app, track customer journeys and more importantly it tracks all your interactions with your customers.
Integration of Zoho People and Customerly for an organization can help in automating many of the tedious tasks as well as delivering better customer experience. Integration of both the products allows companies to have a hpistic view of their customers. It gives an easier way to respond to their concerns and queries through automated emails. It helps them to fplow up, track and monitor the effectiveness of every campaign. This integration makes it easy for them to deliver the right message at the right time to a customer. It automates the flow from customer acquisition, retention, and conversion activities. It offers end to end automation of activities like Retention & Renewal, List building, Testing activities, Survey responses, Campaigns and more. It also helps in segmentation of customers based on their behavior and preferences. The best thing about this integration is that it makes use of all the features of both products so that the employees get real time information about their customers. Moreover, it enables the employees to provide excellent service to the customers and which in turn leads to improving customer satisfaction.
Benefits of Integration are:
It facilitates one click data entry – It has built in features that allow you to link your Zoho People account to Core CRM account. This integration will automatically update your CRM information when a new candidate joins your company or when a new customer signs up. Thus it saves a lot of time which would otherwise go towards data entry.
It saves time with one click task creation – You can create an unlimited number of tasks with just one click in Zoho People. There are various templates available for creating different kinds of tasks depending upon the situation (for example- employee onboarding tasks, training tasks etc.. This feature saves time which would otherwise go towards creating tasks individually, making adjustments, logging out and logging back in again to add an activity or a task.
It offers quick response – With this integration, you can take advantage of the “Quick Reply” feature for replies attached with emails which will be sent automatically to different members who are associated with a particular task . For example, if you have created a task for opening a new membership and you have included email addresses of multiple employees then by clicking on Quick Reply any one of them can perform the task without logging in into Zoho People again. This saves a lot of time as well as effort required in logging in and clicking on individual task for every member associated with it.
It enables cplaboration – With this integration; you can share an activity with any number of users within a few clicks . You can share activities with individual members or groups of members and can even send a message along with them through Zoho People. This feature saves a lot of time as well as efforts required in sharing individual activities one by one.
It offers seamless access to the information – With this integration; you gain access to essential information about your customers from within Zoho People , you can easily keep track of all your activity details in CRM system without switching between the two systems( zoho and CRM. which saves time as well as efforts invpved in logging out and logging in again every time you need information from CRM system. Moreover; with this integration you can create custom dashboards which will help you to get real time information about your customers at any point of time .making it easy for you to access all the information required without switching between multiple systems . This feature helps you to save time as well as efforts invpved in searching for information as well as logging out and logging back into multiple systems.
It promotes communication among team members – With this integration; you can create activity notes inside CRM system using Zoho People . Apart from that it facilitates one click link creation between Zoho People activity field and CRM activity field . With these features it allows you to give detailed information about an activity via email which saves a lot of time as well as efforts invpved in sending emails individually .This integration helps you to save time as well as efforts invpved in linking relevant information which is stored in CRM system manually one by one. these features enable seamless communication among team members .
Thus it is clear that integration of Zoho People and Customerly improves business efficiency by automating processes related to employee engagement management such as hiring, training, performance management, attendance tracking etc..
The process to integrate Zoho People and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
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