Zopim is now integrated with Zoho CRM! To find out how it works, read our detailed guide here.

Arvind from Zoho CRM has also published our guest post (below) on their blog.


Zopim integrates with Zoho CRM

31 Jan 2011

This is a guest post by Qing Ru, VP Marketing of Zopim.

If there is one thing that differentiates Zoho CRM from its competitors, it’s the way they excel at managing leads and contacts. That’s something many salespeople appreciate: the ability to store everything about a customer under one page, including emails, activities and product purchases. And we are just about to make it better.

With the recent integration that Zopim did with Zoho CRM, salespeople will get the edge they always needed – the ability to draw upon every single conversation they had with a customer.

Zopim is an award winning proactive chat tool that many small medium businesses use to chat with their website customers. With this integration, Zopim automatically pulls out the customer’s details from Zoho CRM prior to the start of a chat conversation. So before the customer starts typing his first word, the salesperson already knows who he is, and he can read all their previous conversations before greeting him like an old friend.

Most importantly, salespersons do not need to fuss over manually inputing customer’s details nor meddle with the CRM interface. At the end of every chat session, a link automatically shows up, giving salesperson the option of saving the chat under the contact’s profile with just one simple click.

A detailed guide on how to set up the integration is available here. For more screenshots and detailed walkthrough, this post will be beneficial.

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Qing-Ru Lim

VP Customer Experience and Cofounder at Zopim
Qing Ru leads the customer experience team at Zopim. A natural at social hacks, she careens towards customer engagement and market understanding, and never fails to provide a positive image for Zopim.

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