Zoho Forms with Zoho CRM: Many businesses use CRM to manage their day-to-day operations. CRM stands for customer relationship management, a technology that you can utilize to manage interactions among businesses, customers, and potential clients. Zoho CRM has a wide range of functionalities that you can customize. Using them allows you to build customer relationships and streamline processes effectively. One feature that you can use to improve customer service is Zoho Forms Features
What is Zoho Forms?
This is a tool that you can use to create forms for every purpose. It is a no-coding and drag-and-drop online form builder that offers a wide range of customization options. Aside from that, it also allows you to approve workflows and support tasks assignments. With Zoho’s seamless integrations, you can use this tool as a reliable front-end data collection system. It is because it works compatible with a wide variety of applications. Besides, it also integrates well with many Zoho products, making it suitable for all types of businesses.
Who Can Use Zoho Forms?
Zoho Forms is designed for everyone. In other words, anyone can use this tool to collect and manage data in a more efficient way. Whether you are a human resource manager, market researcher, or sales representative, you can use Zoho Forms in creating any forms. You can integrate it into your mobile phone, allowing you to access all online or offline features. If you are using other Zoho apps, you can easily incorporate Zoho Forms to improve data management.
Tips When Using Zoho Forms
Are you new to using Zoho applications? Worry not because OscilloSoft has listed some helpful tips that you may consider when using Zoho Forms.
If you are using Zoho Forms and suddenly it was closed, you may talk to the Super Admin if your role or permission has been changed. Another reason why a form is closed is if the portal has also been altered or Zoho’s security team has detected a security threat.
To make private forms, you can add users to the Zoho Forms’ organizations. In this way, you can share the created documents and reports privately. It is ideal to use leave and feedback forms in your company.
When creating the form, you’ll see the “Powered by Zoho” at the bottom. If you are uncomfortable having it, you can remove the footer by upgrading your subscription to Zoho’s paid plans.
When using other apps, know that Zoho Forms can still be integrated into other applications like Google Docs, Salesforce, and WebHooks. With Zapier integrations, you can incorporate more than 750 apps.
Why Consider Using Zoho Forms?
Probably, your company is using other tools for data management. But if you want a more efficient way of gathering and manipulating information, Zoho Forms could be your best option. Here are some reasons why you should switch to Zoho Forms:
1. Collect data efficiently.
Embedding forms on web pages enable you to engage with website visitors. With Zoho Forms, you can collect data more efficiently because you can also share the documents on social media or targeted email campaigns. With this feature, you can reach a wider audience while keeping the data privately.
2. Make no-coding forms.
As mentioned, you don’t need to familiarize yourself with coding since you can easily create forms with Zoho Forms. This tool has feature-rich builder software giving you many customizable themes and templates. Whatever kind of form you need, Zoho Forms is a tool you can use to create it.
3. Never miss any important data.
Collecting data indeed is challenging, especially if you are asking for information from a lot of people. To ensure that no information will be left out, you have the option to receive instant notifications whenever a new record is either updated or submitted. Having instant updates also allows you and your colleagues to work collaboratively.
4. View and analyze data systematically.
Analyzing data with tons of forms is indeed challenging, but not with Zoho Forms. With UTM tracking and form analytics, you can easily measure the form’s performance. Or, you may also optimize it to achieve better conversions. Besides, the information from Zoho Forms can be easily viewed, sorted, and exported to spreadsheets.
Most businesses nowadays are using online forms to ask for information from their clients and potential customers. There are many apps that you can use to collect data for personal and company use. If you want an efficient way of gathering information and managing data, Zoho Forms is highly recommended. Not only can you easily integrate it into other apps, but it also allows you to analyze data systematically.
If you want to integrate Zoho Forms and use it for your company’s day-to-day operations, you can call our team of Zoho experts to help you. Contact OscilloSoft today, and let us help you improve your data management.