Akita provides a Customer Success solution that works with Zoho CRM

Zoho CRM In Brief
Founded 1996
Headquarters Pleasanton, California, USA
Founder Sridhar Vembu
Price Plans from $12/mo
Website Visit 
Company Profile

Zoho CRM

Zoho CRM is a Customer Relationship Management (CRM) solution that provides tools for companies to run sales, and marketing for a complete view of the sales pipeline. Zoho CRM enables you to use visitor tracking and email analytics to know what your customers are seeing, for optimal engagement opportunities.

Highlights:

  • Multichannel communication management across email, phone, and social media.
  • Measure and improve sales performance through analytics and gamification.
  • Automate actions with workflows and macros.​
Data Retrieved

Information We Request

When you connect Zoho CRM with Akita, we automatically collect information on the following:

Deal Every 12 hours
Organization Every 12 hours
Person Every 12 hours
Task Every 12 hours
Ticket Every 12 hours
User Every 12 hours
Connection Instructions

How to Connect Zoho CRM and Akita

  • Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

  • Click the Connect Provider button.

Connect Provider

  • Select Zoho CRM from the list of available integrations.

Zoho CRM

  • Click the link to begin the connection process.

Connect

  • Within Zoho CRM follow the prompts to approve the Akita integration.
  • That's it – all done!
Integration Results

Your Zoho CRM Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Zoho CRM data.
Bresler's Ice Cream

Ticket Submitted

  • Source Web
  • Priority Medium
  • Status Open
  • Description Hello, I'm having problems adding a new user. Help! Thanks, Janet.
Created on 14 December 2018 @ 05:46 PM
  • This data will appear alongside all your other customer interactions for a 360° view.
Accounts
1762
NPS
-10
MRR
$689,420
  • Segment your accounts based on data from your Zoho CRM account, and from your other business tools.
Ticket Zoho CRM Status Status Open Open AND +
MRR Chargebee More Than > $1000 1K AND +
NPS Delighted Less Than < 7 7

128 Accounts Matched. Save as Segment

  • Define lifecycle stages and make sure customers stay on track.

Onboarding


134 ACCOUNTS
$72,900 MRR

CSM Insight Score
62
Targets 216 / 392 Achieved
Tasks 382 / 588 Achieved
  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Get the Ball Rolling

First Steps

We'd love to show you Akita in more detail and answer any questions you have about integrating Zoho CRM with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

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Have questions about how Akita Integrates with Zoho CRM?

We'd love to hear them! Just email us at hello@akitaapp.com.