Forms are a means of gathering the necessary information in a structured and meaningful way to enable effective communication and transmission to another entity. At Clientric CRM Consulting, we utilize Zoho Forms for the automated collection, aggregation, and transfer of data to other systems, such as Zoho CRM.
What do Zoho Forms offer?
Because of the seamless integrations offered by Zoho Forms, it is a reliable front-end data collection system that works with various applications to fuel all kinds of businesses.
There are several reasons why you should choose Zoho Forms:
Easy to use:
Apart from other forms, Zoho forms are more convenient and easy to use as they provide form collaboration where teams can co-edit forms while chatting about necessary edits.
Offline Access:
It allows users to export the collected data and save it where you choose (offline), to help better manage and move data.
New Integration Options:
The main objective of these new integrations is to improve the information stream and automate workflows.
Zoho Bigin:
It helps manage your sales pipeline by streamlining contacts and leads with the Zoho Bigin integration.
Zoho PageSense:
By connecting Zoho Forms with PageSense, you will able to get insights on form fields and see how the respondents are interacting with the forms.
Highly Customizable:
Zoho offers enormous amount of customization options to the users, so that one can customize their forms according to their expectations.
PDF Settings:
It is one of the finest features of Zoho where you can allow respondents to download their response as a PDF or insert it into the CRM as an attachment.
How Zoho Forms can help your business:
Zoho Forms help businesses by automating their workflow, most importantly, at the customer intake or lead level. In addition, it has an easy-to-use builder that comes with over 30 field types. This means you can collect just about any type of data you’d like. The builder is also equipped with themes and templates to help you get up and running quickly.
You can share forms with prospective customers through email campaigns, QR codes, and links. You can embed forms on your website, as well as Contact Us forms and other data gathering forms. When you use public links, you can measure the effectiveness of your marketing campaigns and increase sign-up rates.
“The thing which I liked best about Zoho Forms is that in the beginning there were already some basic fields provided which contained almost every detail of the form.Thus, I don’t have to make any extra effort to create fields. Also it provides an option to set rules in certain fields to make it more useful. This allows you to have the form behaviour dependant on how the user selects each option. Making it a very versatile option for generic forms. Zoho Forms are an incredibly powerful tool and I will recommend that everyone use it. ” – Clientric Team Member
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Clientric CRM Consulting
