Zoho Japan has begun offering a support service that enables the integration between Zoom Phone (provided by ZVC JAPAN) and Zoho CRM.

Through this service, companies can build a system that automatically links sales call logs, transcripts, and AI summaries to Zoho CRM. Zoho Japan has confirmed via its own internal operations that this can reduce the work time per call by up to 60-70%. Based on this experience, the company will support the promotion of Sales DX for mid-sized enterprises facing similar challenges.

Background Zoho Japan previously utilized a combination of Zoho CRM and traditional call management tools for internal sales activities. However, the company encountered issues such as increased man-hours due to re-listening to recordings, low accuracy in automatic text generation, and reliance on manual input. To address these, they designed and built an integration system utilizing Zoom Phone’s features, confirming its effectiveness through practical implementation.

Service Overview Leveraging Zoom AI Companion, this service realizes the following: - Automatic recording of call logs into Zoho CRM - Automatic saving of AI-generated call summaries (overview, insights, next steps) into Zoho CRM - Ability to review and reference full call transcripts and recording data within Zoho CRM - Unified management of Zoom Phone data within Zoho CRM, consolidating sales activity data

This integration is a custom-built solution designed by Zoho Japan, distinct from standard packages found on the Zoho Marketplace.

Expected Benefits - Reduction of post-call documentation tasks, cutting work time per call by up to 60-70% (from 3-5 minutes down to 1-2 minutes) - Reduced time required for post-call information sharing and handovers - Improved calling efficiency and response quality for inside sales - Enhanced customer understanding, contributing to improved sales precision and conversion rates through the integration of voice data and CRM.

FACT BOX

  • Source: PR TIMES
  • Category: New Product
  • Products / services: Zoho CRM / Zoom Phone