Customer Success Software that Integrates With Zoho CRM
Zoho CRM is a Customer Relationship Management (CRM) solution that provides tools for companies to run sales, and marketing for a complete view of the sales pipeline. Zoho CRM enables you to use visitor tracking and email analytics to know what your customers are seeing, for optimal engagement opportunities.
Highlights:
- Multichannel communication management across email, phone, and social media.
- Measure and improve sales performance through analytics and gamification.
- Automate actions with workflows and macros.
How to Connect Zoho CRM and Akita
Step 1
Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.
) in the left menu bar.
Step 2
Click the Connect Provider button.
Zoho CRM
Step 3
Select Zoho CRM from the list of available integrations.
Step 4
Click the link to begin the connection process.
Connect
Within Zoho CRM follow the prompts to approve the Akita integration.
That’s it – all done!
Your Zoho CRM Customer Data in Akita
- Once connected, your Akita account will begin populating with your Zoho CRM data.
- This data will appear alongside all your other customer interactions for a 360° view.
- Segment your accounts based on data from your Zoho CRM account, and from your other business tools.
- Define lifecycle stages and make sure customers stay on track.
- Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.