Do you integrate with Zoho CRM?

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  1. Home
  2. Knowledge Base
  3. Initial Setup
  4. Do you integrate with Zoho CRM?

app with zoho crm integration

The Zoho CRM is great for collecting and organizing customer data. Zoho stores and arranges your data to make your client relationships more manageable.  When in the field, Badger can work with your Zoho CRM to map all the clients you want to visit.

Badger Maps is a sales app with Zoho CRM Integration. Badger Maps brings the power of Zoho to your reps in the field. It gives your sales team a visualization of your CRM data – displaying customers and important info directly onto sales territory.

 

“Utilizing Badger to visualize CRM data in the field makes our CRM even more valuable.”

Brandon Arsenault

Director Sales Operations, Kerr

 


Schedule a meeting to discuss integrating Zoho CRM with Badger here: https://calendly.com/badgermaps

Email support@badgermapping.com or call 415-592-5909 to learn more about how Badger can help your sales team.


 

Badger uses your data in Zoho to:

 

Visualize Customers

See your customers, leads, and opportunities by color.  Use filters to see different types of customers or your last check-in dates.  Completely customize filters and visualize what is important to your business.

 

Schedule Meetings

The Zoho CRM is in the palm of your hands with Badger.  Don’t worry about setting and keeping track of meetings when you’re on-the-go.  Badger allows you to get the most of your data by scheduling your meetings from anywhere.  See appointment times and locations at any moment in the Badger app.  Sync your meetings with your calendar and set reminders to never miss a meeting again.

 

Optimize Routes

Use your Zoho Data and see what clients are closest to each other on Badger.  Effortlessly schedule your routes based on proximity with the lasso tool.  Optimize your routes to get to each meeting efficiently.  Save time and spend less time driving when you optimize your routes with Badger.

 

Make Reporting Easy

Take notes in Badger to keep track of all your clients needs.  In the field, make check-in reports to easily record any meeting details.  Export check-ins for easy access to weekly reports. Everything your record in Badger syncs to your Zoho CRM for easy reporting.

 

Bring Zoho to the Field

Badger works across any device your reps want to use. Start a free trial at www.badgermapping.com and download the app in the Android or ios store. Badger syncs between your computer and your mobile device, never lose data again.

Companies like Kerr, a Fortune 500 company in the Medical Device industry, use Badger to connect with their CRM in the field. The impact of a visual CRM brought each Kerr rep 2 extra meetings per day. Learn more about Kerr’s success here.

 

“Seeing data in Badger while out in the field increases sales efficiency to the 10th power.”

Ken Buck

Regional Sales Manager, Kerr

 

 

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