Introducing Zoho Forms – Empowering the Mobile Business

by Denise Hazime on July 2, 2015

Zoho recently introduced Forms, which allow you to add forms to your website or internal tools that automatically feed into your Zoho Customer Relationship Management (CRM) tool. Forms isn’t just another website form builder; they allow you to use them on a mobile device with fully responsive design, ensuring that your Forms get pushed to key employees in the field on their phones. You can also get a customer signature on a work order using Forms, receive real-time feedback, and much more.

Forms will also allow customer devices to scan a QR code and be brought straight to the relevant form, making class registration, event registration and similar uses easy; just put the QR code on a poster or other print collateral and encourage potential clients to scan the QR code to sign up.

Designed for Mobile Clients and Your Mobile Workforce

Sure, you’ve got forms on your website right now. But have you tried using them on a mobile phone? Inputting data often involves locking the screen and zooming in on form fields. For this reason alone, Zoho Forms are worth adopting.

Collaboration is Hardwired into Zoho Forms

You can allow users access to edit their records, change dates, or do anything else they need to do. This can save a bunch of phone calls and emails to your support department, as well as build confidence in your company by allowing clients control of their records.

Internally, Forms syncs with Google Docs, MailChimp, Zoho Sheet, Zoho Support, Zoho Campaigns and much more.

Get All the Data You Need, Instantly

Traditional website forms send your company an email and possibly store data in a database somewhere you can access it. Zoho Forms improves your access to data by allowing you to generate reports on all form submissions on the fly, download spreadsheets, and much more – a great tool for busy event planners or anyone who needs to handle a large number of forms in a small amount of time.  

Zoho Survey – Add Content and Gather Relevant Data

While implementing Zoho Forms, don’t forget to have a look at Zoho Survey. You can conduct surveys that help you gather real-time information relevant to your product – a Zoho Survey is also a great fill-in for a blog post on your company’s content feed. Want to know what people think of a major overhaul to your website? Want to get feedback on which social media channels your customers want to see you on? Get any question you have for your clients answered immediately and organized in convenient reports.

Get started with Zoho Forms by contacting UpCurve Cloud today.

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PRODUCT: Zoho CRM

AUDIENCE: End Users

Denise Hazime
VP of Alliances at UpCurve Cloud
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