While Zoho CRM is a rich full featured toolset for managing your sales pipeline and customer accounts data some people find they have needs beyond pure CRM.
Many organisations have, or at least recognise the need for applications that are unique to them. Bespoke applications, built for their needs. Many would love to replicate this functionality online, but in a way that includes their relevant CRM data such as :
- Customers
- Accounts
- Deals in the pipeline
- Deals already won
- Financial data
Organisations dont want to replicate and manage two sets of the same data; rather just work with one set of current data. Credible Systems can help you here too.
New integration possibilities exist between Zoho Creator and other Zoho Products. Notably between Zoho Creator and two of our other specialities; Zoho CRM and Zoho Reports.
Using Zoho Creator as a conduit to business data stored in Zoho CRM and combining this with the power of Zoho Reports for incisive analtyics of your business data opens up a world of possibilities.
A few ideas
- Line of business financial reporting
- Custom scheduled tasks operating on CRM data
- Resource utilisation and planning
- Stock level management
- Insert your idea here!
A Credible Systems case study for just such a project was recently featured on the Zoho blog.
If you want to do more with your CRM data than just CRM then contact us for a no obligation discussion to find out whats possible
