ZoHo CRM Integration
Client visits, time on site, travel costs all automated!
“If you have staff in the field and use ZoHo CRM you can’t afford not to have this.”
By integrating ZoHo CRM with iHound you can:
- Schedule client visits for staff straight to their device
- Be notified when staff begin travelling toward a client visit
- Be notified when staff arrive at a client visit
- Be notified when staff complete a client visit
- ZoHo Contacts are updated automatically with visit dates & duration
- ZoHo contacts are updated with visit notes from staff devices
- See real costs of visits and cost efficiency reporting
- See client sales versus visit costs and efficiency reporting
- Simple to use
- Easy self installation and activation
- No custom hardware needed. 100% web based
The ZoHo / iHound integration will provide unfathomable benefits to your workflow, productivity and forecasting.
Field Staff Benefits
Your staff will have direct and immediate benefits in the field by:
- Being autonomous and not needing to attend the office
- Navigational aids accompany scheduled client visits via Google Maps
- Automated route efficiency. More then two visits and the system will navigate the user on the most distance efficient route to see more clients in less time.
- Enter ZoHo client notes immediately after visit
- See client visit efficiency reporting
- Privacy Mode – Devices only tracks location during working hours
App designed to be used on company owned and / or BYO devices.
How does it work?
Firstly you will need to install the iHound app from either the App Store or Google Play on both your own and all of your staff devices. Then, integrate the iHound app from the ZoHo Marketplace with your ZoHo CRM Account. (Detailed instructions provided below)
Once you have done this, in the iHound Desktop you will be able to add staff / users individually and generate an “asset key” which they will use to log into the iHound app on their device. Once they log in with the asset key the device will be paired to your iHound account and show their current location and activity on your desktop.
When you integrated ZoHo CRM with iHound our system automatically imported all your clients contact addresses and created geofences around all of these premises. Now, when your staff enter and exit these geofences you will be notified as well as their time being recorded while at that location. All of this data is then pushed back to the clients page in ZoHo CRM.
iHound seamlessly integrates with your ZoHo leads, accounts, vendors and contacts allowing you to easily schedule visits, review notes, review historical client visits and costs within ZoHo and iHound.
By use of our custom GPS Location software we automate a huge part of the daily grind ultimately reducing your overall costs and increasing efficiency.
After entering your average hourly labour cost, iHound will, via GPS loaction, calculate the time spent at client premises and return you a cost per visit report.
When staff accept a new client visit and click “Going To” iHound will track the travel time until arriving at the client premise and return you a cumulative travel time report.
If you are tracking your client sales through ZoHo CRM iHound will compare your individual client visit costs against your client sales and return to a client by client cost / sales efficiency report.
See which staff are completing the most client visits and their average time with each client. Also see which staff spend the most time in and out of the office.
iHound works globally on any Android or Apple handset. Instantly see on your desktop to the locations of all your staff worldwide.
If the device has an unscheduled power off (inside work hours) the device will send the administrator an alert advising the location and status.
We have given you the power to decrease or increase the GPS accuracy of the device and the frequency of it’s location reports to increase battery life and decrease data usage.
To save both battery power and data usage the app can be set to motion wake. In this state the device will only report its location if it moves more then a set distance from its current location.
Be notified whenever your staff arrive at or depart any International Airport.
Receive your notifications via:
- Desktop popup
- Phone notifications (if app is installed)
Receive all the latest updates free and automatically
Client geofences are created automatically when integrated with ZoHo CRM but you can also build your own set of geofences, such as non-clients buildings, your offices, places of interest etc and be alerted when you staff access or leave them
24/7 multi lingual support system with live chat and support ticket system.
Receive live scheduled reports of client visits and time spend on site, distance travelled, working hours and productivity. Create automated reports based on your needs and easily customise the system to best suit your business
Travelling to areas where mobile data coverage is poor? No need to worry, the iHound app will still record all the relevant GPS data and upload it to the system once it either receives a mobile data signal or connects to a wifi network. It will then automatically delete the local data file to save memory space on the device.
In the work environment most people would not be comfortable with their locations being reported when outside of work hours.
To solve this issue we have incorporated a “Privacy Mode” which allows you to set the days and hours that the app is active. The app will not record any data outside of these times.
iHound is working towards multiple translations.
Currently available in:
Soon to come / in development: