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Zoho

Build reports and orchestrate actions as required through CTAs, and distribute the reports to internal teams

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Website
Zoho
Product
Customer Success
  • CRM
  • Direct Integration
  • Gainsight
  • Sales

Overview

Zoho CRM manages your customer relations in an efficient manner. It acts as a single repository to bring your sales, marketing, inventory management functions, and customer support activities into one platform.

Gainsight combines multiple and disparate sources of customer data into a central, CRM-agnostic source. This data is used to generate insights on business data so you can reduce churn, identify upsell/cross-sell opportunities, and more.

Integrating Zoho data with Gainsight enables you to:

  • Use the Surveys to build Reports and orchestrate actions as required through CTAs.
  • Send Reports to the internal team to draw insights on business data.
  • Pitch Gainsight solutions to customers based on the data synced to Gainsight.
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