Zoho Fortifies Zoho CRM with BCC Dropbox, LiveDesk Integration, Custom Related Lists, and MailMagnet for Mobile


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BCC Dropbox, Zoho LiveDesk, Custom Related Lists, and MailMagnet for Mobile
Round Out New Features

• BCC Dropbox associates customer emails to related customer records in Zoho CRM
• Zoho LiveDesk integration brings real-time customer support information to Zoho CRM
• Custom Related Lists contextually brings customer information from third-party applications into Zoho CRM
• MailMagnet for Mobile adds intelligent email filtering to Zoho CRM mobile apps

PLEASANTON, Calif. — March 27, 2013 — Zoho today announced the latest round of upgrades to Zoho CRM, the company’s online customer relationship management software. The new features start with BCC Dropbox, which lets users BCC customer emails to CRM in order to associate those emails to the related customer records inside Zoho CRM. Integration with Zoho LiveDesk brings customer support and customer information together. Custom Related Lists brings customer information from multiple sources, including third-party applications, into Zoho CRM, making it the central place to aggregate all your customer information. MailMagnet for Mobile brings the power of MailMagnet — email filtering based on active deals in CRM — to Zoho CRM iPhone, iPad and Android mobile apps.

“For many of our users, Zoho CRM organizes, streamlines and stores the lifeblood of their company — customer data and interactions,” said Raju Vegesna, Zoho evangelist. “This update is yet another step towards effectively managing their customer data and interactions at a central place in CRM. With the addition of BCC Dropbox, combined with various previous email integrations and MailMagnet, we offer the most comprehensive set of email integrations available among any CRM vendors in the market. With LiveDesk integration and Custom Related Lists, we bring customer support and customer data from third-party sources into Zoho CRM, making it the broadest pre-integrated CRM system for businesses providing a holistic view of your customer information.”

Key Improvements for Zoho CRM

Zoho kicked off 2013 with key productivity and mobility enhancements to Zoho CRM. Now, the company is following up with email upgrades for both the web and mobile versions of Zoho CRM, the addition of Custom Related Lists to extend Zoho CRM as well as integration with Zoho LiveDesk. The details of the new features include:

• BCC Dropbox enables users to send emails from their favorite email client and have them associated to the right customer record inside Zoho CRM. Users need to enter an email address in the BCC field of the emails sent to their customers. Zoho CRM copies these emails, including attachments, and associates them to the right lead or contact. The BCC Dropbox feature works across multiple email clients.

• Zoho LiveDesk allows businesses to support their customers in real time through live chat. With Zoho CRM integration, support agents can add Leads, Contacts, Notes and follow-up tasks in Zoho CRM — directly from Zoho LiveDesk. Chat transcripts from Zoho LiveDesk can be attached to the customer’s record in Zoho CRM. When existing customers request live support, Zoho CRM automatically pushes relevant customer information to Zoho LiveDesk.

• Custom Related Lists brings customer information from third-party applications and contextually adds it to a specific Lead, Contact, Account and other modules in Zoho CRM. Customer information can be aggregated from multiple Zoho apps including custom applications created in Zoho Creator. The power and flexibility of Deluge scripting extends Zoho CRM, allowing customers to aggregate information from multiple sources to provide a holistic view of customer information inside the CRM. Custom Related Lists offers a gallery of pre-built custom functions that integrate with Zoho and third-party applications.

• MailMagnet for Mobile is now available on Zoho CRM iPhone, iPad and Android mobile apps. MailMagnet intelligently scans users’ mailboxes and displays only emails from prospects and customers that are relevant inside CRM. The new Messages section in the mobile apps displays the filtered emails from relevant prospects and customers. Users can view and respond to customer emails from within the Zoho CRM mobile app and add follow-up tasks. Zoho CRM Mobile apps also added support for push notifications to alert users to new email received from customers or prospects.

Pricing and Availability

The Zoho CRM integration with Zoho LiveDesk is available for all Zoho LiveDesk paid users. The BCC Dropbox feature is available for users of the Zoho CRM Professional and Enterprise Editions. Custom Related Lists is available for users of Zoho CRM Enterprise Edition. MailMagnet for Mobile is available for all Zoho CRM users with mobile add-on enabled.

For more information on Zoho, please visit www.zoho.com. To get breaking Zoho news, follow the company on Twitter at @zoho and on Facebook at www.facebook.com/zoho. The latest news about Zoho products is available on the company blog, http://blogs.zoho.com.

Additional Zoho Resources

Zoho news releases: http://www.zoho.com/in-the-news.html
Zoho product videos: http://www.zoho.com/product_videos.html
Zoho general videos: http://www.zoho.com/videos.html
Zoho blogs: http://blogs.zoho.com
Zoho on Twitter: http://www.twitter.com/zoho
Zoho Facebook Fan Page: http://www.facebook.com/zoho

About Zoho

Zoho is a comprehensive suite of award-winning online productivity, collaboration and business applications for businesses of all sizes. Over seven million users rely on Zoho for their Business, Productivity & Collaboration needs and actively connect via Forums, Blogs, Facebook and Twitter. Zoho has launched several online office applications such as Writer, Sheet, Show and Mail along with a host of business applications ranging from CRM to Projects, Invoice and Meeting. These applications are offered directly via Zoho.com or through hundreds of partners in the Zoho Alliance Partner Program. For more information about Zoho, please visit http://www.zoho.com/.

Zoho is a division of Zoho Corp., a privately-held and profitable company, which also provides IT Management Software (ManageEngine with over 70,000 customers) and a Network Management Suite (WebNMS with 25,000 Tier 1 carrier deployments). With headquarters in Pleasanton, CA and offices in Austin, New Jersey, Chennai, London, Tokyo and Beijing, Zoho Corp. serves the technology needs of millions of customers worldwide. For more information about Zoho Corp., please visit www.zohocorp.com


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Tags: Zoho, Zoho CRM, Zoho LiveDesk, MailMagnet, BCC Dropbox, customer relationship management, iPhone, iPad, Android, online applications, online productivity, online collaboration, business applications, email, spreadsheets, presentations, documents, search, unified search

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