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WES for Zoho CRM
Auto-fill fields in your CRM with knowledge from different modules, roll up knowledge, mix fields, and way more—all from a easy drag-and-drop editor! No customized code is required. Ever.
Enterprise wants
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Customers want to have the ability to replace fields from different fields, mix two fields right into a single one, and do that throughout present data, lookups, and associated lists.
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Customers additionally have to “roll up” knowledge to depend, sum, and common values in associated lists.
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Customized code is time-consuming and costly to supply, clarify necessities, and take a look at.
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New or modified necessities means relearning outdated code or reengaging builders.
Resolution
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WES (Workflow Enhancement Suite) is an easy drag-and-drop instrument that allows you to transfer knowledge between Zoho CRM and different apps with out writing any customized code.
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WES helps knowledge motion inside the identical module, to/from a lookup document, and even associated listing data. It may additionally robotically replace contact addresses with account addresses and extra.
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WES additionally gives the flexibility to mixture (sum, depend, most, and many others.) knowledge from associated listing data to frequent lookups. An ideal instance is summing the Quantity subject for all Closed Gained offers underneath a single account.
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As your online business modifications, the drag-and-drop editor makes it straightforward to replace knowledge on the fly.
Advantages
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Save time by automating repetitive duties like updating fields with the worth of one other subject.
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Keep away from time-consuming and expensive back-and-forth with builders to carry out fundamental duties in your CRM.
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Permits agile growth for brand new and modified concepts. Implement them in minutes as a substitute of weeks, and allow fast suggestions cycles.
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Benefit from the confidence of figuring out that you just and your staff personal your sturdy Zoho CRM resolution, versus being depending on code written by unknown third events.
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