Zoho CRM aims to provide you with the best possible experience while you utilize it for your day-to-day operations. Have you ever felt the need to incorporate your own information or add additional functional features to up the ante? Wouldn’t it be an ideal world if the information from your application or a 3rd party application can be integrated right inside your Zoho CRM? Well, Zoho has made this and much more possible with the use of Widgets.
Oscillosoft presents an exclusive series of blogs that will highlight everything you need to know about Widgets. In Part 1 of the series, we reveal the secrets of how to migrate your custom data and information into Zoho CRM as well as the benefits of working with a widget. Keep reading as we also successfully review ‘Related Lists’, which is one out of the five ways to implement a widget inside your Zoho CRM.
Looking to give your CRM the additional features that it deserves?
Look no more! Here we solve a problem that all standard CRM users face.
Can you imagine life without the Contacts app on your phone? It is a hard task to remember the phone numbers of everyone you know! A phone makes storing all contact details simple and easy so that it can be accessed at any time. And then all you have to say is, “Hey Siri, call Dustin!”
Businesses, that have hundreds and thousands of contacts, use a CRM to do just the same. But is a basic customer-data-storing CRM sufficient for your business? In order to carry out day-to-day tasks more efficiently and skillfully, the CRM requires additional features. What’s the Siri in your business? Think about it.
For example, a real estate agency that maintains all their customer data on Zoho CRM can utilize the platform to store essential data such as names, contact number, email addresses, and most importantly, the location of each customer. The location of a customer helps the agency to assign a property manager to each of them. The accuracy of the correct location of the customer and the potential houses of each customer is done through tedious and manual human intervention. What could give them the edge to work more efficiently and improve productivity? That’s where Zoho’s genius team steps in with a red cape on! Instead of manually entering the location details, Zoho CRM powers and enables a widget that can auto-populate the address/location once the user starts typing it in. Just like Google Maps, these widgets help pinpoint the address faster and more accurately. This tiny feature is powered by Google Maps and improves productivity of your team. With the help of widgets, the use of Zoho CRM is amplified as it adds more features and functions for the user. As a business, it opens up a whole world of possibilities.
Zoho to the rescue!
Zoho CRM is a beautiful example of an easy-to-use CRM software that can manage all customer data in one place and help you build a scalable sales process on a budget. In order to further this goal, Zoho CRM continuously improves its interface and adds more beneficial features. A widget is one of many. Widget is a powerful way of bringing an application capable of complementing your business process in your Zoho CRM. Irrespective of the industry that your business belongs to, widgets can power Zoho CRM to execute out-of-the-box or customized tasks just for your business!
When working in a CRM, one size doesn’t fit all. With every business having its own unique requirements, widgets are able to seamlessly integrate useful third-party software or even your own custom-built application with Zoho CRM! The widget feature helps us work with multiple types of applications without leaving the CRM platform. Each widget is a custom built component that is included in Zoho CRM. Widgets help us build UI components that can be embedded within the data of Zoho CRM and integrate with external applications perfectly. But the biggest question is what can a widget do for your business? What are their benefits?
How do you make the most out of widgets in Zoho CRM?
The purpose of using Zoho widgets is that it helps us work with multiple services and features within the Zoho CRM account without worrying about losing any context or purpose. The best widget for your business model could be different depending on the industry, however, the benefits are the same.
The 5 widgets you need to know
Currently, Zoho CRM has five ways to implement widgets in the application:
The Zoho Developer Console enables you and your developer to create, host, test and publish these widgets in Zoho CRM. Look out for more ways that Zoho adds to this list as their dynamic team is constantly working on improving their interface.
Let’s talk about the functionality and potential of the Related Lists Widget. This widget helps maintain a relationship between each contact in Zoho CRM and a range of records inside other Modules. Let us consider an Education Consultancy as an example. The consultancy uses Zoho CRM to distinguish between their Leads, Contacts, Deals and other modules to best target and maintain their customer data. The record of a Contact or student can be associated or listed with various records such as Universities, Courses, scholarships all in one little dialog box. The Related List widgets ensure that the data between the two or more modules are interrelated and easily accessible in Zoho CRM. In addition to Zoho CRM’s pre-defined related lists such as products, emails, notes, attachments, you can also create a new related list by customizing functions to meet particular business needs. It enables users to add logic and functionality to the CRM application, making it more powerful and robust. The below pictorial representation is an example of a Related List widget built by Oscillosoft. It shows how a Zoho CRM user in an Education Consultancy can choose an option from the custom Related List to effortlessly associate different universities to a specific student record/Deal. The widget provides the user with an ability to search and choose from the wide options of universities and courses. New universities and courses can be added to the module enabling the widget to showcase options in real time. There is also an option to “Unassociate” universities, “Approve” and “Unapprove” a university for the student in order to continue with the further steps of the application process.
Customizing modules within Zoho CRM enables the user to reorder and reorganize related lists to view the most important ones on the top and in one convenient location. This ensures that data is connected and easily accessible across the CRM interface.
Zoho CRM has a versatile interface that allows organizations to cater to their specific needs and tasks. Now that you know that widgets can enable this objective, are you looking to optimize the use of Zoho CRM and meet your business goals? You can customise Zoho CRM to your business needs with the help of a Zoho Partner. Oscillosoft is a Advanced Grade Partner with experience of over 10years. The highly skilled and experienced developers at Oscillosoft can build custom applications that can be embedded into your Zoho CRM through the use of widgets.
Widgets is a broad concept and are capable of an ocean of possibilities due to their level of customization. Watch out for Part 2 of the “Everything you need to know about Widgets” blog series as we will review the remaining four types of Widgets and how to implement them in Zoho CRM!