What is Zoho ?
Zoho is a web-based office suite that provides applications for various business purposes. This includes Customer Relationship Management(Zoho CRM), Custom Application Development(Zoho Creator), Accounting Software(Zoho Books), Reporting(Zoho Reports) and many more. Currently, Astrea is working for various projects under Zoho CRM and Zoho Creator.
Zoho CRM
Zoho CRM is a platform provided by Zoho Corp. which provides systematic approach to manage customer relationships. This helps in automating tasks, improve workflows, create and capture opportunities, capture leads etc. It gives a detail of where the customer is in the sales cycle. It also has dynamic reports and dashboards to provide clear pictures.
Zoho Creator
Zoho creator is another interesting platform provided by Zoho Corp. It is used to build custom applications. Based on the forms and fields, it provides building of various custom forms and their respective organized databases to hold their data. It also provides various views like HTML view, grid view etc., of the database through which, the collected data can be seen in the desired format.What expertise we have ?
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Expertise on Zoho CRM |
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Applying Workflows |
Creating Alerts |
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Associating Links to records |
Using Zoho CRM API |
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Creating new fields |
Managing Layouts |
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Website Integration |
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Assignment Rules |
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Creating Email Templates |
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Expertise on Zoho Creator |
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Creating Forms |
Creating dynamic reports using views |
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Managing forms interactions |
Creating dynamic reports using Zoho CRM data |
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Auto populating values |
Creating records in Zoho CRM |
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Custom actions on records |
Sending emails. |
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Pushing records to Zoho CRM |
Linking various stateless forms together to create a single record |
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Updating Zoho CRM records |
Filtering views based on criteria |