Weekly Zoho Update – How to use Zoho CRM Application to create your own business app.
Zoho CRM is a great CRM and together with its Android and iOS application you can extend its capability to your field sales team. But, did you know you can use the CRM and the app to create your own business application?
For example, you can use Zoho CRM and its Android and iOS application to manage your field service or remote operations team? Using custom modules and the application you can create very sophisticated electronic forms that can help capture and deliver information to your remote workers.
YOU CAN EVEN ENABLE YOUR SERVICE TEAM TO OBTAIN CUSTOMER SIGNATURES VIA THE CRM APPLICATION AND EMBED THOSE SIGNATURES INTO EMAILS.
In this video, we’ll demonstrate just how this coffee company uses the Zoho CRM to not only store information about their customer-installed coffee machines but how they use the CRM app to conduct maintenance and testing on these very important machines plus how they obtain the customers signature upon completion and how they report this information to the client in an instant.
Zoho CRM is extremely customizable and with a bit of help, you can adapt the platform to meet your unique business practices.