TaxJar vs Avalara
Determining the best Tax Software for your business is a crucial step in the evolution of any company. A good sales tax compliance software is a cinch to implement, easy to use, and ultimately solves your problems so you can get back to running your business. To compare TaxJar vs Avalara, we evaluated each SAAS (software as a service) on: Ease of Use, Customer Support, Pricing, and Overall Customer Satisfaction. We hope this comparison article helps you make an informed decision about the best tax software for your business.
Ease of Use
Since the dawn of software solutions people have put a premium on usability. What good is a software if it takes months or even years to master the nuances? In terms of the customer/user experience, TaxJar is simply easier to use. TaxJar is built for multi-channel sellers, who can easily import data with a few clicks from Shopify and Amazon. By contrast, Avalara users are forced to download CSVs (comma separated values) and re-format them to meet AvaTax requirements. In the end, you don’t have to take our word for it when it comes to the functionality of each SAAS, you can look what customers are saying for yourself!
When evaluating TaxJar vs Avalara on price we considered the offer of a TaxJar free trial, the contract differences, and the extra fees charged by Avalara. A good first impression goes a long way, which is why TaxJar provides potential customers with a 30-day free trial. According to their website, this trial does not require a credit card. Plus, new customers to TaxJar do not face setup fees, cancellation fees, hidden fees, or forced annual contracts. From our research we found that annual contracts are the standard for Avalara customers: some being multi-year. Meanwhile, TaxJar proudly offers monthly plans because they stand behind their service rather than rely on contracts to keep customers around.
Last but not least are the fees built in to each software. Our research indicates that a typical 20K transaction year with TaxJar will cost $2,150, a pittance compared to the $12,515 price tag for Avalara customers. The combination of an activation fee, annual connector fee, annual license, and monthly billing (among others) from Avalara contributes to this hefty final figure. All of this information illustrates why TaxJar is the more cost-efficient model.
Another pillar of great software is strong customer support, and unfortunately for Avalara customers, this is where they fall significantly short. The Avalara adage of ‘Tax compliance done right’ does not accurately reflect their customer support services. Time and time again customers have complained about the abysmal support from Avalara. The general consensus among TaxJar customers is positive for their customer support. Calculating accurate taxes is important and the consequences can be more than a bit frustrating. As a result, TaxJar’s solid reputation of good customer support is so integral to the overall customer experience.
Overall Customer Satisfaction
No matter which software you choose, we hope this comparison has been useful. Although both serve the same purposes, our ZBrains Tax Jar integration provides all the benefits of TaxJar without the price tag of Avalara. As an added bonus, if you use Magento to help sell, TaxJar offers free sales tax calculations!
Long-time users of TaxJar and brand new customers alike can benefit from our Zoho Integration for TaxJar. Discover the benefits of this and all of our Zoho integrations!
Elegantly Crafted to Integrate with Zoho CRM or Your Accounting Suite
Paying employees on time is vital for team morale, financial planning, and evaluating your sales progress on a regular basis. The ZBrains Commission Calculator does just that, effectively eliminating all the hard work involved in the commissions calculation process. We designed it to make your life easier and put smiles on the faces of your sales team. In the end, paying your employees accurately and on time will keep them happy and eager to sell more.
Integration is the name of the game, which is why we designed this Commission Calculator in Zoho Creator for integration with your accounting software. Whether you use QuickBooks, Zoho Books, or Exact Online, our Commission Calculator pulls invoices from your software to begin the process of calculating commissions. This flexible commission software solution works with every kind of commission table out there: Commission on Gross Profit, Sales Revenue Commission, Revenue Tiers, and Placement Fees. The result? An invaluable product that integrates with Zoho and makes life easier for you and your entire sales team.
Why You Should Want the ZBrains Commission Calculator
The mark of a great ZBrains integration is one that fills a necessary gap or automates a process, cutting down on both labor and man-hours. The ZBrains Commission Calculator fits that definition perfectly. It automates a regular process and places it firmly within the Zoho environment for your benefit. In addition to saving plenty of time and effort, this calculator ensures employees are paid on time, every time. At the end of the day a happy sales team is a more effective sales team. When your hard-working sales force is consistently recognized for their efforts, their motivation to sell will increase.
What Does This Commission Calculator Do For Me?
Think of every member of your sales team: the budding sales novices, hungry mid-tier sellers, all the way up the ladder to your experienced aces-in-the-hole. Imagine how long it takes to manually calculate sales commission, and develop Excel reports separate from your accounting software or CRM. Numerous problems are likely to arise from this setup, such as commissions delivered late, off a decimal, or simply unaccounted for. In our on-demand world rife with immediate gratification, this laborious process sticks out like a sore thumb.
Fortunately, our Commission Calculator fills that void and makes certain your sales team is paid appropriately and promptly. It offers numerous valuable features:
- Automatic Commission Calculation
- Commission Approvals
- Commission Statements
- Payroll Integration (optional upgrade)
Create commission tables, assign them to your sales reps, and approve commissions on your schedule. The goal with our commission calculator is to put you securely in the driver’s seat. You can approve commissions bi-weekly, monthly, or on your own custom schedule as you see fit.
ZBrains Magento Integration for Zoho Makes Order Management Easier
Zoho CRM is known for its ability to connect multiple aspects of running a business and ultimately employ more automations. The result is more time for you to do what you do best: run your company. However, sometimes there are gaps between the software you use and the Zoho CRM suite of applications. The ZBrains Magento Integration for Zoho is a perfect example of that, chock-full of significant value. At its core, the most noteworthy benefits of this integration are:
- Syncing customers with account or contacts
- Syncing products and inventory
- Syncing orders and shipments
Streamline Inventory, Products, Shipments, and Customers
We crafted this integration to give business owners greater control and ultimately improve how their business operates. Among the most integral improvements: enhanced reporting through the integration can increase sales, improve delivery time responses, and enable the sales team to sell more accurately with up-to-date inventory. The result? No more combing through your product listings on the website with a fine-tooth comb to confirm sufficient inventory! Updates are made automatically, ensuring your entire team is on the same page.
Common Use Cases for the ZBrains Magento Integration for Zoho
Let’s take a look at three of the most common use cases for the Magento integration:
1. Zoho CRM + Magento (Sales+Operations)
Businesses that use both Zoho CRM and Magento are likely to encounter many head-scratching moments when the two programs fail to effectively communicate. Without a direct connection between the two, you are forced to take multiple steps to sync the information you need. Fortunately, our integration fills this gap, combining the two components. Data integration lets you use Magento for fulfillment while tapping into useful Zoho applications such as Zoho Desk and Zoho Projects.
2. Sales + Magento (Sales)
Other companies are organized without Zoho CRM, relying instead a traditional Sales team equipped with Magento. In this scenario, you are forced to couple the data gathered from the Sales team with information stored on Magento before migrating all of that into Zoho CRM. The key takeaway here is that our integration takes care of that extra manual step to allow all three processes to work in harmony.
3. Zoho + Magento + QuickBooks (Finance Department)
A popular arrangement companies use is a three-pronged approach: Zoho, Magento, and QuickBooks. For example, orders are processed in Magento, approved in Zoho, and the financial details are then synced with QuickBooks.
Our integration effectively eliminates the need for manual input of customer information into QuickBooks, saving your finance department valuable time and effort.
4. Executive Team Benefits
The beauty of this integration is that it benefits so many parts of a company, not least of which is the executive team. But Executive team members and CEOs do not have the luxury of combing through all the details of the business process. Our integration provides the logistics and data in real time to better pinpoint where a problem is impeding the workflow. For example, correcting a delay in shipping by using a different supplier, or ensuring a seasonal sale is properly noted on the website and during sales calls.
Whether you are the CEO of a small business or part of a seasoned executive team, our Magento Integration ensures you see the big picture while also granting access to the vital details that make up your business process.
Additional Benefits of the ZBrains Magento Integration
Our Magento Integration for Zoho saves time and avoids headaches all over your company. It streamlines the checkout process, allowing you to perform checkout both through the Magento store and offline. In addition to saving past orders, your sales team can manage customers and orders through Zoho rather than logging into a Magento admin panel. We developed this integration as a bridge among systems; a unified path of information to benefit you and your employees. It eliminates context switching and manual input. Plus, it gives your Sales team a tool to access data in real time and generate more business.
Magento is not without its own flaws, as evidenced by this list, but when used correctly and in conjunction with Zoho, your business can truly succeed.
In the end, whether you are a Magento user curious about the benefits of Zoho or a Zoho fan looking to connect the dots of your company, we at ZBrains can help. Magento and Zoho are both valuable parts of any business owner’s arsenal, and we make sure they work together. Learn about our other integrations, such as QuickBooks, Sage 100, and Google Drive.
You may be wondering how these three things are related. Let’s begin by asking: What is Zoho, and who are ZBrains? Why are their offerings important to field services and improved customer experience?
What is Zoho?
Zoho is a cloud-based business suite geared to optimize your business by automating processes. Zoho encompasses not just customer management, but finance, project management, and a host of other business needs. Using all these apps effectively can be a lot to handle – and to boot, last year Zoho introduced Zoho One, its entire suite of 35+ apps, in one platform. This has given users access to many more apps than before, many with overlapping functionality. We’ve noticed it can be a little challenging to learn about the uses of all the different Zoho apps, especially when having to deal with day-to-day office or field work at the same time.
Who are ZBrains?
ZBrains is a Zoho Premium Partner that focuses on adding value to Zoho’s existing ecosystem, with a focus on field services companies. Our services include process consulting and training on various apps, providing integrations to different third-party apps, and even implementing custom add-ons to automate setting service appointments, optimize service or delivery routes, create mobile work orders, and even calculate commissions. Our in-house developers and consultants make sure you have an open line of communication to our home office.
Find out below how the union of Zoho & ZBrains is beneficial for your field service business.
Imagine this: a field technician arrives at an appointment to meet with a customer, only to discover he is unprepared: A communication error in your scheduling department has caused him to bring improper materials to the appointment. This situation likely not only upsets your customer, but can also have a negative impact on your bottom line. Thus, having all elements of your business integrated is essential: It helps to avoid miscommunications and eliminates human error caused by manually transferring information. According to Field Technologies online, “the most important concept in field service management is integration.” Here at ZBrains, we can help you do this with Zoho solutions tailor-made for your unique business needs.
It can be difficult to make important decisions and move your business forward when you’re bogged down with manual day-to-day processes. By automating your general workflow, you can let your software do the grunt work and keep the hard decisions for yourself. With Zoho One, you have access to apps that not only help your CRM run smoothly, but can help you in all areas of your business. This allows you to collect and analyze data from almost every department to help you strategically plan your next steps.
Increased real-time information is the unity of the cloud and mobile devices. If you’re out in the field, it’s important that you stay apprised of any scheduling changes or updated client information. Zoho has developed their apps to work with you wherever you may be accessing them through your phone, tablet, or other device! To match this, we’ve made our ZBrains SmartScheduler to work on all mobile devices as well! It will schedule your appointments for you, taking into account parameters you set, including territories and areas of expertise. With drive time calculation and Google Maps integration for drive time calculation, it’s the only scheduling optimization tool you need!
Better customer experience
The increased data accuracy achieved by integrating and automating your systems allows for faster response times and productivity from the different departments that run your business. With a steady flow of more accurate information that is able to be accessed on the go, you can easily keep your customers engaged and deliver messages when they’re most crucial. Integration, automation, and mobile capability together allow for more time to cultivate the most important relationship of your business – the one you share with your customer. When they’re happy, you get more referrals and repeat business, leading to a healthy bottom line.
Interested in learning more? Reach out to a member of our team today! We are Zoho Certified Consultants here to help! Give us a call at (888) 207-4111 or click the button below and we’ll reach out to you. You can also register for our upcoming Stump the Chump webinar tomorrow, Friday, Jan. 26th at 9 am PST. Ask your Zoho questions, and if you stump us, we’ll buy you coffee!
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It’s Thanksgiving! It’s the perfect time to chow down, visit family and friends, and be happy and thankful for everyone in your life. In the spirit of the holiday, we would like to share some of the Zoho Apps that we are most grateful for with you! They can help you to optimize your potential and can keep you on-track and ready to close more, win more, and earn more.
Here are 4 Zoho Apps that we are grateful for!
Zoho CRM is a powerful cloud-based solution for your business. It is your most basic database where you can reach out to your customers and reference past work or projects. You can set tasks and reminders to reach out to your customers in a timely and convenient manner all for the purpose of giving your customers a smoother journey through your sales funnel. With a multitude of integrations, add-ons, and applications you can customize this CRM to fit your specific needs. Check out how easy it is to migrate to Zoho!
Simplify project management for your business! This agile project management app designed to manage software sprints and help everyone get over their respective hurdles. Manage and track your team’s time and see where everyone stands using the Scrum Board. Use analytics which update in real time to help you make predictions, make adjustments, and identify bottlenecks. All of these features will make sure that your team is operating efficiently. Learn more here!
Being able to keep in touch with your customers is important. Instead of toggling between various software for email marketing, you can use Zoho Campaigns. It integrates with your CRM to ensure that your data is always up to date. Campaigns also gives you massive insights into your email marketing campaigns so you can know how they performed and automate follow-up campaigns. Best of all, the integration with Zoho CRM offers unparalleled visibility into those engaged with your content and pipeline. Learn more about the power of Campaigns here!
Good customer service is important! Happy customers make life so much easier. Zoho Desk is that all-encompassing solution for your business in need of a ticketing system. Desk is context-aware and designed so your service never misses a beat. With in-depth reporting for management, detailed tickets for agents, and a knowledge base for customers – this Zoho app help cover every level of customer service. Learn more about Desk here!
Love all of these Zoho Apps? Well, they are all included with Zoho One! If you are interested in learning more feel free to reach out to our team. Give us a call at (888) 207-4111 or schedule a consultation at a time that works best for you. You can also sign up for a free trial of Zoho by clicking the button below!
We here at ZBrains wish you a safe, happy, and delicious holiday!
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Some CRMs simply don’t live up to expectations – that’s a fact. Many of our clients come to us with the frustration of, “X isn’t doing what I want – so we need another solution”, and we help introduce them to the solution they need (*cough* Zoho). If you have made the decision that your current CRM isn’t working for you, you might wonder whether migrating to Zoho is worth all of the pain and effort. Well, we’re here to tell you that migrating to Zoho is way easier than you thought!
In this blog, we will walk you through the three major areas of migration that will set your CRM up for success, so you’ll get over that hump and get Zoho ready quickly and efficiently.
Data, Email, and Inventory – Why Migrating To Zoho Is Easier Than You Thought
Existing CRM Data
One major worry for most sales and marketing teams is data – when migrating over to another CRM, what happens to your data? Until everything is loaded into your new program, many of us would be sweating bullets.
Not with Zoho. Migrating data from your existing CRM to Zoho is simple. Zoho has a great step-by-step guide here to migrate data, giving you everything you need to bring your information over with ease. Within Zoho, you can map modules like users, leads, and accounts to vendors, quotes, and products. The existing fields you have in your current CRM will transfer over. Zoho’s de-duplication process also help to avoid bad data.
For email accounts and data, migrating to Zoho is also a simple process. Migration can be done with many different types of files – if your current CRM is providing EML or ZIP files, these can be uploaded to Zoho Mail. You can also use the Migration Wizard to migrate emails to accounts within Zoho Mail.
Zoho Mail is a webmail interface, just like Outlook or Gmail. It helps keep all of your contact synced with the Zoho CRM, Campaigns, Inventory and more.
If your business relies on the tracking of physical inventory, we are sure you will be pleased to know that Zoho offers incredible inventory tracking – and can migrate all of your current data to Zoho. Avoid double entries and safe time by migrating everything over – even if it’s on an excel sheet.
With inventory migration, you can transfer modules such as contacts, items, sales orders, invoices, bills and more. Zoho offers a great cheat sheet on how to prepare and import your files here.
We are proud of how easy it is to migrate your data to Zoho. Regardless of the CRM you are using now – Salesforce, Pipedrive, Highrise and more – we can transfer your data, email, inventory and more into Zoho. Also, with the several integrations and add-ons available, you can customize it to fit your business.
If you are ready to learn more about how you can make the switch to Zoho, our team is ready to help you along every step of the way. Schedule a consultation with one of our Zoho certified consultants, to learn more.
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Working in marketing, sales, and business development means you have a multitude of apps and software that you use on a daily basis. From email to social media, CRM to accounting, you utilize many different programs to perform activities each and every day. So, when it comes to your CRM in particular, it’s important to integrate with the programs for not only overall ease of use, but to give you more insights into your clients and prospects than ever before. That’s why we love Zoho integrations.
Zoho integrates with dozens of programs – that’s why we’re sharing our top four most favorite integrations with Zoho that we are sure you’ll love for your business.
Here are the four Zoho integrations that we can’t get enough of.
Did you know that Quickbooks can integrate with Zoho CRM? Well, now you do. It is one of our favorite Zoho integrations!
This integration can create and update customers, all of your sales orders invoices, and products. This integration allows you to sync data with the Zoho CRM, so you can have complete visibility of your customer updates through Zoho.
For example, if you are hopping on the phone with a client and they’re asking about the latest sales order that was processed, instead of flipping through the QuickBooks program itself, you can stay within their Zoho account profile and answer any and all questions they have. Need help with deployment of our integration? No problem! Our ZBrains team can help you with both your Quickbooks Desktop or Quickbooks Online integrations!
One of our favorite (and most efficient) integrations is HelloSign. Gone are the days of signing contracts on paper and waiting for snail mail to arrive; now, you can speed up your sales cycle and integrate HelloSign (signing documents online) within your CRM.
As soon as a client signs a contract with your business, this integration syncs the signed contract with their profile – keeping all of your data and files in one easy place.You can do it with the Zoho HelloSign integration built specifically for use with Zoho CRM.
3. Google Drive
When saving files, whether it is marketing collateral or signed contracts, you need a safe and secure place to store them. Many companies use storage solutions like Google Drive or DropBox, but such solutions often go out into the abyss and aren’t used or updated regularly.
With the Zoho CRM Google Drive integration, you can keep all collateral and files in one secure place, keeping the attachments you need within each prospect file. Google Drive integrates within Zoho CRM, creating a folder or series of folders that link to your CRM records of choice.
Your marketing team is likely all over email – segmenting audiences, scheduling campaigns and dissecting data. Yet, what good is it if you can’t view this data within your CRM as your sales team is actively prospecting for new opportunities?
MailChimp integrates within Zoho so you can view this data within each prospect record – whether they’ve opened an email, what lists they are part of and so much more. Our Zoho MailChimp integration syncs the contacts you need for a successful marketing campaign right to Zoho CRM as if the programs were made for each other.
There are a plethora of Zoho integrations that will work for your business – and we’re so thrilled. With over 30 different programs that will integrate with Zoho CRM, this is truly just the tip of the iceberg. To learn more, or to uncover if your favorite program will integrate with Zoho, schedule time with one of our Zoho Certified Consultants.
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When new clients come to us at ZBrains, we often hear one of two things – either they have faced significant challenges with a previous CRM software they have used and they’re ready to move on, or they have just signed with Zoho and are unsure where to start. With these two challenges, you could say that we’ve heard it all – from A to Z; so, you can be sure that we have answers to your common CRM issues.
After thousands of conversations with various clients, we’ve wrangled our experts at ZBrains to tell us their top 3 most common CRM issues from new clients. If you’re brand new to CRM management or perhaps you have questions about your current CRM, we’re sure you’ll identify with one (or more) of the challenges below.
Here are the top 3 common CRM issues (and their solutions).
Imagine you want to access a client contact history while en route to a meeting, or away from your desk – but you can’t access your CRM through your phone. Ugh.
Solution: Discover a CRM that works on-the-go.
Challenge: My team does not know how to use my CRM properly.
Whether it’s because of lack of process or lack of training, your team just doesn’t understand or know how to use the major features of your CRM, it can be difficult to get your employees on-board entirely with your CRM.
Solution: Educate, Track, Customize.
Save time by tracking everything- from emails to phone calls, and meeting logs in between. Zoho has it all – enabling your team to make the most of your CRM. Have a program that educates your team on the benefits and use-cases before diving in head first. In our experience, this has truly made a difference in overall adoption and usage. Develop a solid process for your team and have customizable solutions for your business processes. Get started on the right foot by signing up for one of our Zoho implementation plans.
Challenge: My CRM doesn’t integrate with the software I use every day.
Are you always flipping through tabs, browsers, applications and spending far too much time logging-in, or recovering lost passwords?Is it just another application that you need to manage?
This is especially true for sales and marketing teams, who certainly use many, many applications on a daily basis. From CRM to email, social media posting applications and more, it can be a challenge to keep track of it all. Zoho One has 35+ integrated applications that encompass everything from CRM, email newsletters, documents, inventory, and more. Here at Zbrains, we offer additional add-ons and custom integrations for your favorite business products, such as Quickbooks, MailChimp, Magento, and more.
It’s important to find a CRM that can integrate with a variety of solutions to optimize the potential of your business. It will keep you on-track and ready to close more, win more, and earn more.
From employees using your CRM (properly) to finding software that works for all teams in your company, these are our top 4 common CRM issues and their solutions. They’ve been compiled by our Zoho certified consultants here at ZBrains who are here to help you with your burning questions. Feel free to drop us a line!
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However, you may not have known that our new version of the integration is totally do-it-yourself and gives you a host of great new options for managing your data. Whereas before you’d have to consult with our engineers whenever you needed to change a field mapping or make any sort of tweak to your settings, our new dashboard makes it easier than ever to sync, filter, and back-fill your data.
#1. Customized field mapping for your company
If you’ve implemented Zoho CRM you probably know a thing or two about CRM customization – namely, that it has to be done for your business to run effectively. That said, it probably doesn’t make much sense for you to even attempt to map your data from your CRM to QuickBooks, or vice-versa, using a predetermined mapping scheme. Our DIY dashboard gives you the ability to set field mapping across platforms yourself, even to custom fields.
#2. Record filtering so you only sync what you need
Your company might have criteria in place to transfer records from one system to another so your systems don’t get bogged down with unnecessary information. For example, maybe you only want to transfer a Zoho account record to QuickBooks if that account has an email address present. Well, just because you’re moving to a new syncing system doesn’t mean you should have to lose that criteria! With our record filtering module, you can set criteria by which records can sync – as many criteria as you want, and for any of the modules you have available to you.
#3. Migrate your historical data so your systems match
When you’re moving from an old system to a new one, it can be a real pain to back-fill all your old data so your systems are communicating with each other effectively. If you simply don’t have the time to spend babysitting a data migration, why not let our data migration tool do the job for you? For migrating data from an old system to a fresh, new one, nothing works better: just select your historical sync dates by module and hit Submit.
If you already have some data on your new system, the historical data sync will still work; you’ll just have to make sure the names of your accounts, products, invoices, etc., are consistent across platforms, as the integration uses the name of any record as the key field. For more info on that, you can contact us and we’ll give you the scoop.
Total business control at your fingertips
With the various market niches that businesses can fill, it happens that no two are alike… And, so it goes with both your CRM platform and your data syncing needs. Choose a system that allows for deep customization – Zoho CRM – and choose an integration with QuickBooks Desktop or Online that allows for complete customization of your syncing needs. Have any integration questions? Contact us at (888) 207-4111.