Skip to main content

Business Process Automation Services using Zoho CRM

Certified Zoho Partner for Business Process Automation

Are your business processes functioning in different directions and not meeting any of your goals? Infomaze is a Zoho certified cloud solution provider that renders a variety of Zoho customization services ranging from CRM and accounting to email services that are professional and on-time. Now take your CRM needs to the next level and get organized with our business process automation services.
As certified Zoho partners, we build solutions that seamlessly integrate with various systems using APIs built by our team. Infomaze can provide you with a long-term vision to reconstruct the way you work. We develop enterprise-level, Zoho business automation solutions that have the potential to run your entire business. Efficiently manage, connect, and automate your business processes across the enterprise. Our team can customize your designs and develop your business app in no more than a few days.
Infomaze has built robust, integrated solutions for various growing and enterprise businesses, and our goal is to provide technology-related solutions to the maximum. We have provided Zoho business automation services to manufacturing, visa processing, and visa migration companies in the past.

What’s new in Zoho CRM?

We keep up with the latest technology trends and proficiently employ them to automate your business processes. Zoho CRM recently rolled out new feature updates and enhancements, which are as follows:

Assignment rules feature:

There was a bug in the assignment rules feature which was recently revamped. The users were able to track their leads and potential customers much more efficiently after the issue was resolved. The new User Interface came with some additional configuration options including:
  • Selection of users to whom records will be assigned based on the condition defined
  • Check user’s availability before assigning a record through online status or shift timing
  • Assigning records to Default User

Clone your CRM blueprints:

Zoho CRM’s Blueprint is merely a web duplicate of your business process. You can clone CRM blueprints of business processes that are similar in nature rather than making new blueprints from scratch and repeating the stages and details all over again. The feature facilitates automation, validation, collaboration of groups, and will make your business operations more efficient and free from loopholes.

Map lead conversions with subforms:

The subform from the leads module can be mapped with the fields of subforms present in the Contacts, Accounts, and Deals modules. The mapping can be done between fields with similar data type and field length.

Monitor your financial activities in Zoho backstage:

The finance flow’s bar chart is now superseded with a waterfall chart, displaying the rise and fall of your revenue generation. It captures details such as the revenue generated from deals, a total amount acquired from tickets, gross income, expenditure, and net amount.

UI enhancement:

The UI (User Interface) has been upgraded in all the modules of Zoho CRM, resulting in a better display and visibility.

An approval process for locking and unlocking of records:

By design, any record will be automatically locked if someone other than its owner tries to apply changes to it. Records that are pending for approval will be unlocked if the approval process is removed. Each approval process needs to be specified with a rule criterion that is followed by actions upon approval or rejection.

Duplicate record detection:

Duplicate records can be identified during record creation. The user will be alerted about an existing record every time a duplicate record is entered in the leads module. The records can be merged if multiple duplicates are present.

CRM setup page customization:

Modify the existing fields in the CRM setup page by adding additional applications as widgets, rename and reorder features, reposition groups, and hide elements as per your preference.

Calendar bookings for customers:

Generate a meeting URL for your customers to schedule meetings according to their available date and time slots. Calendar booking will enable your customers to instantly book meetings and see when the support agents are available and permit them to schedule an event or call by themselves.

Zoho backstage, survey, and webinar integration:

Zoho CRM’s campaign module enables you to create events in Zoho backstage, conduct surveys, and webinars by inviting leads or contacts as participants. Their performance can be monitored via the record’s detail page.

Set up campaign hierarchy:

Establish campaign hierarchy by associating related campaigns through a parent campaign and monitor their performance more precisely. This classification tool helps in analyzing which campaign has performed well in terms of its effectiveness and revenue generated.

Why choose Infomaze for Zoho customization services?

Without automation, your business process can become chaotic and result in endless paperwork, incomplete tasks, and lowered productivity. Infomaze can help you save a lot of time and resources with our business process automation services. On the whole, you can achieve a better allocation of resources, reduced human errors, deeper insights, and better collaboration.
As a certified Zoho partner, we implement the best business practices and offer a complete solution to manage your marketing, sales, services, support, and more at the highest level. Look no further than Infomaze if you need customized Zoho services that are highly reliable, affordable, and efficient at the same time.
READY TO GET STARTED?
Talk to us with no-obligation and get a free consultancy on how to better manage your business using ZOHO.

About Infomaze Elite:

Infomaze is also an IT Consultant. If you need a solution of any sort for your business — but are not aware of how to go about it or even about what kind of services to opt for — is when you need a reliable IT consultant. Have a detailed future plan for your business with the help of a reliable IT consultancy firm like Infomaze.
Infomaze is an Offshore Development Center (ODC) and has been instrumental in providing Web and Mobile Development services to clients across the globe including the US, South Africa, Europe and Australia-Pacific Region.
Infomaze has structured itself as a software development company well enough to take up the challenges in regard to technology changes and is aptly positioned to provide ongoing development and support services. We do not just suggest you with a typical solution but understand your requirement deeply before suggesting anything — or if you even need a solution or IT Services!

Contact Info

Phone: +91 821 234 0437
Email: info@infomazetech.com
Labels:

Comments

Post a Comment

Popular posts from this blog

Hire Best Bookkeeping Service Providers

  Bookkeeping is made simple with our Offshore Bookkeeping Services When it comes to managing your business, every aspect of your back-office operations matters as much as your front office, and having organized bookkeeping is one of the factors that take you a long way. However, while bookkeeping is highly significant, it is unavoidably a time-consuming process, and that is where outsource bookkeeping services aid in running your business with ease. Hire an experienced bookkeeper or a bookkeeping team from an offshore bookkeeping company. Through outsourced bookkeeping services that are fully automated, cost, and time-effective , get the maximum benefit of staying organized and always informed of your finance and accounting. With proficiency in all the major accounting software and industry-specific customizations, we deliver a bookkeeping strategy and customer-employee-centric reports that your business requires. The Outsourced Bookkeeping Services we offer While we understand the d
Post a Comment
Read more

PCI Security Standard Compliance and Integration

PCI (Payment Card Industry) DSS (Data Security Standard) is a security standard developed and maintained by the PCI council. Anyone who has access to the internet has come across PCI DSS at least once. PCI (Payment Card Industry) Security Standard is an information security standard for organizations handling branded credit cards from major card schemes. PCI security standards council was founded by the top 5 credit card companies that set standards and mandated it for any business that handles, processes or stores credit cards — regardless of their size and location to be PCI compliant. The key to achieve PCI-DSS (Payment Card Industry Data Security Standard) compliance in a cost-effective manner is to establish the right scope for the credit card handling infrastructure of an organization. The US government has mandated PCI compliance on all online storefronts/websites/applications that make use of credit card to safeguard financial data of the end-users and manufa
Post a Comment
Read more

Outsourcing IT Help Desk Services Can Reap More Benefits

  How did the graveyard shift for one IT Major helped them cut costs and provide efficient services to its customers? Infomaze has taken over the graveyard shift or night support of an IT major in the US to provide continuous, uninterrupted IT Help Desk Support to its customers.  The service includes a full 360-support, including taking over the tickets that are still open, processing new, and passing enough information to the next shift to process any pending tickets.  The IT Support solution provided will soon be extended to 24X7 support as it has saved costs and has resulted in better processing time than ever before. The Customer: An IT Service Provider The client, an IT service provider who provides 24×7 support to their customers, was — looking for an efficient way to keep the IT Support Services seamless without affecting the quality of their solutions and increasing customer satisfaction. The Problem: Reduced quality of IT services offered The client had a high attrition rate f
Post a Comment
Read more