There
are times when there is a need to use services from some
off-the-shelves softwares that differ from a regular CRM. For instance, a
dial-pad for calling someone. Although it is available as a separate
software, it isn't conventionally available in a CRM. But fret not!
Widgets in Zoho CRM are embeddable UI components that you can create on
your own, using our JS Software Development Kit. These widgets can be
used to perform certain functions that utilizes data from third-party
applications seamlessly.
Let's say you have
certain metrics that you measure using an Analytics software. You need
to open a new tab for analytics, and if you use other services, like
monitoring your website, data from other services, etc, the things that
you have to work with are separated into different parts. Through
Widgets in Zoho CRM, you can use data from these services and display
and use them to perform actions within the CRM. For instance, you can
have a widget which displays a heatmap of the distribution of sales in a
city. You can get an idea of the locations where the sales are booming
and where they are not, and plan accordingly.
Through Widgets, you can:
- Add a Custom Dashboard
- Incorporate Web tabs
- Utilize services from outside CRM in a Custom Button
- Add a Custom Related List
The
provision to include external services to Zoho CRM helps to extend the
functionalities of your application by a notch. Zoho CRM's Widgets,
enable you to build embeddable UI components in the CRM and integrate
them with the external application seamlessly.