External Integration Of Lystloc With Zoho CRM And Its Benefits

Software integration is the process of connecting and putting together distinct software components or processes. Organizations commonly require software integration while shifting from an existing platform to a newly enhanced data platform. Software integrations are required for the seamless transfer of information across several platforms. Companies with several software or systems will also merge their software in order to have uniform KPIs.

By recording and processing all of their information in a unified integrated system, management teams are able to efficiently utilize and analyze any of their data. So, if the software integration tends to have these many benefits and internal sources in it, why can’t Lystloc adapt this in its internal data functioning? 

Let’s get to see how to integrate our Lystloc field force management software with one of the top and globally trusted CRM solutions – Zoho CRM.

What Is Zoho CRM?

Zoho CRM by Zoho serves as an online customer relationship management (CRM) tool for managing sales, promotion, and customer service aspects of both business-to-business and consumer engagement methods. Zoho CRM serves as one central database for all of your marketing, sales, and client support operations, as well as an interface for streamlining your processes, policies, and people. CRM solutions allow you to centralize all customer data, giving insight to all employees who deal with customers and providing multiple levels of personalization to each client encounter. 

Zoho CRM does not require any kind of software or hardware setup. It is accessible at any point and from any location using only a web browser and provides a 360-degree picture of your company’s sales flow by enhancing the oversight of the sales process, customer interactions, and marketing and service procedures. As a consequence, you will greatly boost customer retention, which will lead to increased sales.

What Are The Different Types Of Data Integrated With Lystloc From Zoho CRM?

View the software integration page, the latest addition to the admin panel by Lystloc. You may see software that is internally connected to the Lystloc app on this integrations page, including Zoho CRM, Razorpay, Darwin Box, and GreytHR. Field workforce check-in/check-out data is recorded in Zoho CRM, along with generating new leads and contact details. 

Lead Creation

In Zoho CRM, when you create a new lead on the lead module page, you get to see that the same lead you generated in the Zoho CRM gets updated in the Customer module page of Lystloc with all the lead details you updated in the Zoho CRM through external integration.

Contact Creation

In Zoho CRM, when you create a new customer contact on the contact module page, you get to see that the same contact you generated in the Zoho CRM gets updated in the Customer module page of Lystloc with all the customer contact details you updated in the Zoho CRM through external integration.

Lystloc Visits

Whenever a check-in/out is done in the Lystloc app it automatically gets updated in Zoho CRM in the Lystloc Visits module. This check-in/out is reflected in Zoho CRM only if:

• The customer list field is kept in forms
• A customer created via Zoho CRM is selected in forms

To integrate Lystloc with Zoho CRM software, you need to pay some additional charges. To know about the pricing and integration details contact Lystloc’s customer support team. 

Benefits Of Integrating Zoho CRM With Lystloc For Businesses

• Integrating with Zoho CRM delivers real-time information on employee visits, including date and time stamps, locations, geographical coordinates, and names of customers. It also gives workforce statistics for leads and contacts, including the total number of client visits and their related details. This aids in the management of Zoho CRM leads and contacts in the Lystloc customer field, where employees can choose and visit those leads or contacts provided.
• You can pair your Lystloc field force management software with Zoho CRM, offering your field workforce a unified user interface. Every record will be kept in one place, which will make it simpler to access, organize, and manage. In addition, you will also be able to monitor and assess the productivity of your field staff. This will assist you in ensuring that your staff are fulfilling the goals you have set for them.
• Since Zoho puts a high value on automating and simplifying data and operations, multiple-user worksheets and tedious chores are eliminated, saving time, reducing manual error, and allowing your employees to focus on the things they’re good at. You can streamline repetitive sales, marketing, and customer service tasks with Zoho, saving your employees time that might be spent on more important tasks.
• You can access more than 200 readily available business reports and statistics using Zoho CRM. You’ll have the ability to produce reports that are tailored to your company’s needs. The reports can be downloaded to PDF, Excel, Word, and other formats for simple reviewing and evaluation. You will also have the option to prepare and plan reports in order that you can look at them whenever it is convenient for you.
• By initiating immediate actions, Zoho CRM automates a variety of tasks inside your company process. Since employees no longer need to manually enter data, they have more time to devote to lead nurturing and increasing conversion rates, allowing companies to conserve a significant amount of time. 
• The workflow of the Lystloc software can be integrated with Zoho CRM because of its versatility. You can select which features can show up on personalized dashboards to ensure each employee can only view the features that are pertinent to their role. This results in a less crowded user interface and reduces ambiguity by letting each member of your team utilize the specific tools they require without being overloaded with choices they won’t utilize.
• Zoho CRM is trustworthy and secure, with nearly continuous uninterrupted operation, making it a perfect connection for Lystloc. It also safeguards data saved on its servers with the AES-256 encryption technique, which prohibits information from being shared or destroyed and ensures complete confidentiality for you as well as your customers. You can also set up and monitor various accessibility levels, allowing you to manage critical data and job adherence.

Summing Up

Lystloc integration with Zoho CRM may assist your field employees in streamlining procedures, building customer connections, increasing sales, improving client service, and eventually boosting revenue. In combination, Zoho CRM and Lystloc can assist you handle business operations more successfully and effectively. When utilized properly, it eliminates a large portion of your labor and allows you to focus on duties that may contribute to the company’s success. Zoho CRM serves as a central repository for client visits, leads and contacts, and support-related activities, as well as for streamlining operations, guidelines, and employees on a single platform.