Recently, we introduced Custom Related Lists that gives you a holistic view of your customer’s information from Custom Apps and third-party applications right within your CRM system. Today, we’ll explain it more in detail.
Imagine this situation – Charles Stone heads the sales team for Zillum Corporation. Apart from assigning sales targets and forecasting he reviews sales expenses, travel plans and meetings with prospects. Since his sales reps travel extensively and the expenses can’t be reported on a daily basis, they enter the travel details and expenses using Zoho Creator’s Mobile App.
This data is in turn linked to each prospect and displayed contextually in the Contact details page in Zoho CRM. So, Charles no longer has to toggle between tabs or sign in to different applications. With all the information in one single place, Charles can analyze the return on investment for the deals won. Needless to say, there is also an overall increase in the entire team’s productivity and time is made use for more sales follow-ups. But, there’s more to this!
Contextual Integration with 3rd party Apps
To kick-start, we’ve integrated with third-party applications, like Contactology and Saasu Invoices. Just select the service from our Gallery of pre-defined functions, and instantly get the customer information from the app within your CRM. And, of course, we’ve more integrations in line. We’ve also contextually integrated with Zoho Recruit.
Developer Tools For Programmers
If you have a flair for programming, we encourage you to write your own Deluge function. You can use it for your own purpose or we will work through the function and help you share it with the user community.
Sounds interesting? Then try out this feature and leave us your comments below.
– Vaishnav
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