Zoho introduced Zoho TouchPoint on Nov. 12, a tool that turns an in-person or offline contact into a lead in Zoho CRM. A TouchPoint is a link placed on an NFC card, a digital card shared over WhatsApp, a QR code on packaging or an email signature. When someone taps or scans it, they land on a page the seller chose, such as a profile, a booking calendar or a short form, with nothing to install.
Zoho says one TouchPoint can point to different pages by situation, which it calls Smart Routing: the same card can open a profile on a normal day and a lead form at a trade show. Follow-up steps, such as saving the contact, sending a thank-you note and pushing the person into Zoho CRM as a lead, run from the app, and the seller can add a note to each new contact. The CRM integration carries those notes and tags along with the contact data. There is a free plan, Zoho One customers already have the Enterprise edition, and paid plans add custom short links and team management.
What it means for field and event sellers
Zoho’s blog says the meeting itself usually goes fine: “It’s everything after it that falls apart.” For field reps, that gap shows up as a week-old stack of cards with no context. Retail and CPG vendors are attacking the same handoff from the other side, as in GOcxm’s Signal IQ for field teams.
In our reading, the useful part for sales managers is the note and tag fields arriving in the CRM with the lead. That is the context a rep forgets by Monday. Teams adopting it should agree on a short tag list before the next event so leads from different reps can be compared. Zoho has been adding capture tools around its CRM, including live call transcription in Zoho Voice.
Source: Zoho Blog
