Your sales team can consult and update CRM from a conversation.
The Sale People Chatbot lets salespeople access Zoho CRM in real time, consult records, and make updates from their phones, without installing another app.
Conversation with CRM
Context
Sales reps working outside the office constantly need access to information about customers, contacts, and opportunities.
In the middle of a visit or sales conversation, opening the CRM, finding the record, and reviewing the needed data can slow the work down. The same happens when reps need to update information after an interaction.
The Sale People Chatbot turns those tasks into a direct conversation with Zoho CRM.
CRM without switching screensHow it works
The salesperson writes what they need to know in the chat, the chatbot checks Zoho CRM, and responds with the information available to that user.
When the process requires it, the rep can also request record changes from the same conversation.
The salesperson writes what they need to know about a customer, contact, or other available record.
The chatbot accesses information in real time and responds using the data available to that user.
The salesperson can request changes to records from the same conversation.
With the information available, the rep can decide how to move forward without navigating across different CRM screens.
On the move
Access can be shared through a chat link or embedded in a mobile app or website.
This makes it usable from a phone during everyday sales activities.
Consult key information during visits and conversations.
Quick access before or during a sales meeting.
Log follow-up actions without returning to the desk.
Keep records up to date after each interaction.
Access
The chatbot uses role-based access control (RBAC).
This means each user can only consult or manage information already available to them in Zoho, preserving the access rules defined for the sales team.
The connection through MCP keeps the conversation linked to CRM information in real time.
Access respects the permissions defined in Zoho so each rep works with the information assigned to them.
Impact
CRM becomes more accessible for teams that spend much of their day away from the desk.
They can request the information they need directly.
The conversation can also be used to keep records up to date.
CRM becomes more accessible for teams working away from the desk.
Access preserves the permissions defined in Zoho.
Sales teams
They access sales information from their phones during visits or routes.
The team can review CRM data while the customer conversation is happening.
An experience designed for salespeople who often work away from the desk.
For processes where keeping CRM up to date after each interaction matters.
InterConnecta connects the Sale People Chatbot with Zoho CRM so the team can consult and update information through a conversational experience while preserving existing access controls.
Do your reps need to open CRM every time they want to check a detail during a visit?
Talk to an InterConnecta specialist
Your sales team can consult and update CRM from a conversation.
The Sale People Chatbot lets salespeople access Zoho CRM in real time, consult records, and make updates from their phones, without installing another app.
Conversation with CRM
Context
Sales reps working outside the office constantly need access to information about customers, contacts, and opportunities.
In the middle of a visit or sales conversation, opening the CRM, finding the record, and reviewing the needed data can slow the work down. The same happens when reps need to update information after an interaction.
The Sale People Chatbot turns those tasks into a direct conversation with Zoho CRM.
CRM without switching screensHow it works
The salesperson writes what they need to know in the chat, the chatbot checks Zoho CRM, and responds with the information available to that user.
When the process requires it, the rep can also request record changes from the same conversation.
The salesperson writes what they need to know about a customer, contact, or other available record.
The chatbot accesses information in real time and responds using the data available to that user.
The salesperson can request changes to records from the same conversation.
With the information available, the rep can decide how to move forward without navigating across different CRM screens.
On the move
Access can be shared through a chat link or embedded in a mobile app or website.
This makes it usable from a phone during everyday sales activities.
Consult key information during visits and conversations.
Quick access before or during a sales meeting.
Log follow-up actions without returning to the desk.
Keep records up to date after each interaction.
Access
The chatbot uses role-based access control (RBAC).
This means each user can only consult or manage information already available to them in Zoho, preserving the access rules defined for the sales team.
The connection through MCP keeps the conversation linked to CRM information in real time.
Access respects the permissions defined in Zoho so each rep works with the information assigned to them.
Impact
CRM becomes more accessible for teams that spend much of their day away from the desk.
They can request the information they need directly.
The conversation can also be used to keep records up to date.
CRM becomes more accessible for teams working away from the desk.
Access preserves the permissions defined in Zoho.
Sales teams
They access sales information from their phones during visits or routes.
The team can review CRM data while the customer conversation is happening.
An experience designed for salespeople who often work away from the desk.
For processes where keeping CRM up to date after each interaction matters.
InterConnecta connects the Sale People Chatbot with Zoho CRM so the team can consult and update information through a conversational experience while preserving existing access controls.
Do your reps need to open CRM every time they want to check a detail during a visit?
Talk to an InterConnecta specialist
Your sales team can consult and update CRM from a conversation.
The Sale People Chatbot lets salespeople access Zoho CRM in real time, consult records, and make updates from their phones, without installing another app.
Conversation with CRM
Context
Sales reps working outside the office constantly need access to information about customers, contacts, and opportunities.
In the middle of a visit or sales conversation, opening the CRM, finding the record, and reviewing the needed data can slow the work down. The same happens when reps need to update information after an interaction.
The Sale People Chatbot turns those tasks into a direct conversation with Zoho CRM.
CRM without switching screensHow it works
The salesperson writes what they need to know in the chat, the chatbot checks Zoho CRM, and responds with the information available to that user.
When the process requires it, the rep can also request record changes from the same conversation.
The salesperson writes what they need to know about a customer, contact, or other available record.
The chatbot accesses information in real time and responds using the data available to that user.
The salesperson can request changes to records from the same conversation.
With the information available, the rep can decide how to move forward without navigating across different CRM screens.
On the move
Access can be shared through a chat link or embedded in a mobile app or website.
This makes it usable from a phone during everyday sales activities.
Consult key information during visits and conversations.
Quick access before or during a sales meeting.
Log follow-up actions without returning to the desk.
Keep records up to date after each interaction.
Access
The chatbot uses role-based access control (RBAC).
This means each user can only consult or manage information already available to them in Zoho, preserving the access rules defined for the sales team.
The connection through MCP keeps the conversation linked to CRM information in real time.
Access respects the permissions defined in Zoho so each rep works with the information assigned to them.
Impact
CRM becomes more accessible for teams that spend much of their day away from the desk.
They can request the information they need directly.
The conversation can also be used to keep records up to date.
CRM becomes more accessible for teams working away from the desk.
Access preserves the permissions defined in Zoho.
Sales teams
They access sales information from their phones during visits or routes.
The team can review CRM data while the customer conversation is happening.
An experience designed for salespeople who often work away from the desk.
For processes where keeping CRM up to date after each interaction matters.
InterConnecta connects the Sale People Chatbot with Zoho CRM so the team can consult and update information through a conversational experience while preserving existing access controls.
Do your reps need to open CRM every time they want to check a detail during a visit?
Talk to an InterConnecta specialist