YOUR ZOHO PROJECT COMPLETED IN 3 STEPS WITH MOBIX:
1 • Launch of the project
2 • Project parameters
3 • Integration of your data
APPROVED TRAINING CENTRE CLOUDY DIGITAL ACADEMY
• A Complete ZOHO training catalog
• An exclusive online ZOHO training platform: CLOUDY
ONLINE HOTLINE SERVICE TO ASSIST YOU ON A DAILY BASIS
• Resolution of your request within 24 hours
• Non-subscription on-demand service
• One hour free for all new customers
The MOBIX ZOHO experts will support you to
Harness the power of ZOHO
The MOBIX ZOHO experts will support you to
Harness the power of ZOHO
ZOHO project deployment
MOBIX will support you throughout the deployment of your ZOHO project(s)
Beginning with the opening of your ZOHO account, MOBIX will advise you on best practices in terms of managing your data (ZOHO CRM, ZOHO Books, etc.). We will go over your business model with you so that your ZOHO environment adapts to you, not the opposite! Right through to the training of your teams and the resolution of your ZOHO questions, day by day, our team of ZOHO experts will accompany you from start to finish.
MOBIX offers its customers tailored business applications based on ongoing knowledge of our customers’ businesses.
We can offer you specific ZOHO applications in the recruitment, real estate and travel industries
A recognised expert in the world of ZOHO training, MOBIX is an approved training organisation (Datadocks).
We offer adapted and tailor-made training to make using ZOHO’s many tools a pleasure for your users.
The MOBIX team are always available with a simple and efficient system for answering day-to-day questions about your ZOHO environment.
Our growing team of 10+ people will answer, by any means that suit you, any questions that you or your users may have about ZOHO.
MOBIX has been developing ZOHO extensions for more than a year, to allow you to increase the power of your ZOHO environment.
Our Zoho extensions will allow you to :
Essential ZOHO integrations
to get the most out of their apps
Zoho is a complete suite of business applications, covering everything from sales and support to accounting.
But you might find that you’re drawn to a variety of other commercial apps to help you.
In this landscape of limitless applications, the combination of them is not only possible, it is actually a good way to strengthen your business.
It means you get the most out of all the apps by combining them into your existing stack of apps.
1- Integration of ZOHO Books for your quotes and invoices
If Zoho CRM is the star of the ZOHO range, its full potential is only deployed when CRM is integrated with Zoho Books which is a hyper advanced accounting system. Once you have entered your various bank accounts, it will handle money transfers from one account to another and apply debits and credits appropriately, so there will no longer be countless reports to assess the performance of your business. ZOHO Books, via powerful analytics, displays your turnover and expenses directly in your dashboard. Simplify your accounting and opt for ZOHO Books.
2- Integration of Zoho Sign for electronic signatures
ZOHO Sign, once integrated into your Zoho CRM is extremely effective. Indeed, it is proven that the signing of a quote or a contract is greatly accelerated thanks to the electronic signature. The decision maker no longer needs to print the document to sign it, scan it and send it back to you. And the icing on the cake, you can set up automatic sequences. Of course, then all of the information related to your signing process can be tracked in your accounts, contacts or opportunities modules.
3- Integration of Zoho Survey to conduct satisfaction questionnaires or surveys
The satisfaction of your customers is essential for the sustainability of your business. In addition, in order to better understand your markets and your potential customers, you could decide to conduct surveys or polls. To carry out its actions, Zoho Survey is the application you need. Easy to configure and completely integrated at your ZOHO CRM, the ZOHO Survey product will allow you to go that bit further in your customer relationships.
Email marketing applications are manifold, some have great models, others have incredible workflows. Try a few, and work with the model that best fits your marketing strategy. We recommend that you look for an email marketing platform that allows you to segment your customers and potential customers based on the parameters determined by your marketing and sales teams. In this way, you can create highly targeted messaging campaigns. So you stay in touch with your potential and existing customers.
Some applications that work well with Zoho CRM are MailChimp or MailJet. They require specific integration.