This weekend we switched to a new CRM system here at Elias. I evaluated several different options including Salesforce.com and Highrise before ultimately selecing ZohoCRM. It seemed like every system I looked at either was too simple or too expensive. Geez. I sound like stinkin’ Goldie Locks.
Since we are small, every penny counts and every minute saved is valuable to us. Our objective was to create a form on our website where new potential clients can submit a request for more information. We have been slammed lately with currect clients (a good thing), but feel like we are not able to be as responsive as we would like to be with people who are trying to make a decision on who to use for their Magento ecommerce installation and Magento customization (a bad thing). A CRM tool was desperately needed in order to collect the new contacts, file them in on-demand software, trigger an immediate email to let them know we will follow up soon, and send a notification email to me with the info that they filled out on the form. Turns out this was harder to find than I expected. Enter Zoho.
Other companies out there do this sort of thing, Zoho just does it for $25/month/user. So far I have customized the lead fields, mapped them to a form, and pasted the HTML to our “Request a Quote” landing page. Also, the software is set to automatically send me an email with the completed fields and create a follow up task due the next day (screenshot of admin below). Next week I plan to set up the triggered email response to the interested client.
Hopefully this is helpful to you if you are looking for a CRM application. It would be interesting to know what everyone else is using to manage their client relationships and why they selected it. Anyone have a better find than Zoho?
I’d love to hear more about how your integration went and perhaps discuss the steps you took to fully integrate Zoho and Magento. Please email me if you have a chance to discuss this in more detail! Thanks!
Was anyone ever able to integrate Zoho CRM with Magento Sales data?
What about Zoho Reports with Magento Sales data?
HI.I’m interested in Magento with ZOHO integration. can somebody could help with it ?
Hi all, I’m Philip Nguyen, Sales & Support Manager at CRM4Ecommerce.COM
We have released a extension that allows synchronizing data from Magento store and Zoho CRM with the great features:
– Easy installation – just upload files and you are done!
– No overwrite any file in Magento!
– Allows mapping manually attributes & fields, custom fields between Magento and Zoho.
– Synchronize Customers, Products, Quotes, Orders & Invoices.
– Easy to reset markup mapping entities (customers, products, quotes, orders & invoices).
– Allows importing customers data (create new or update) from Zoho leads or Zoho accounts.
– Allows logging in frontend with customer’s account.
– Allows managing data between multi websites are synchronized with the same Zoho account.
– Auto-create Zoho Potential for Zoho Account to analysis a Zoho Quote when Magento Shopping Cart is created.
– Allows configuring manually stages of Zoho Leads, Quotes, Potentials.
– Support multi-currencies.
– Synchronize data instantly as soon as updated.
– Save the log of data synchronization process.
– Easy to truncate all logs data.
– Allow statistics/reporting state of synchronized data by data sheet and by pie-chart.
– Send notification mail to selected administrators as soon as all synchronization are finished.
– Compatible with Magento Professional, Enterprise.
– Use on multiple domains in the same Magento installation when using instantly data synchronization.
– Easy to translate into multiple languages (translate only one csv file).
– Money back guarantee 30 days no questions asked.
– Lifetime free support, fix bugs & update new versions.
Specially, with my extension, your customers can be synchronized with zoho leads, zoho accounts and customer’s addresses will be zoho contacts, this issue allows you manage your customer more easilier.
And this is my extension details: Magento Zoho Synchronization http://www.crm4ecommerce.com/magento-zoho-synchronization.html/
Thanks and best regards.
Philip Nguyen
Sales & Support Manager at CRM4Ecommerce.COM