MS Office integration with your Zoho CRM account
Zoho CRM for MS Office lets you easily integrate all your MS Office documents with your Zoho CRM account and manage all documents, spreadsheets, presentations and databases from within Zoho CRM.
Create personalized module-based templates using Zoho Writer. Manage templates in secure folders. Get updated user information in user documents. Access your Office suite from within Zoho CRM.
How It Works:
MS Office suite’s documents are synced with corresponding Zoho CRM records. Create mail merge templates and send it to recipients using Zoho Writer.
Whether it’s address labels or form letters, month-on-month bills or mass emails, sharing tailored information with multiple recipients can be quite a challenging task. The Mail merge feature automates creating hundreds of such customized documents to share relevant information with your target audience easily in less time.
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