Category : Zoho Integrations

10 Reasons to Integrate Your Quickbooks With Zoho CRM

10 Reasons to Integrate QuickBooks with Zoho CRM

Creating an atmosphere of cooperation between front and back offices can become strained even in the best companies, add to that the frustration of not having coordinated systems and the result can be disastrous. If you are a small or medium business looking to add a CRM component or integrate your CRM and accounting systems be sure to consider the dynamic duo, the Zoho Quickbooks integration.

Power of Integration

When everyone from the receptionist, bookkeeper, salesperson and service personnel all have access to the same information, wonderful things can happen. Imagine a situation where the salesperson collects an outstanding invoice from a client in arrears during a routine sales call because the information was available to them on their smartphone. Or a receptionist that sends a quick email direct to a sales rep that a client is looking for a quote and the information is posted to the clients account for the rep to see instantly. This way to integrate QuickBooks is possible and enhances all aspects of your business, front to back.

Data Transfer

Keep tabs on all your information with automatic or manual data transfer: integrate QuickBooks and Zoho. This allows for all information to be instantly updated automatically or at a time of your choosing. Keeping all systems up-to-date allows better work flow processes.

One Entry

With an integrated system, any information entered into Zoho CRM or QuickBooks is automatically transferred to the other. This one entry saves immense amount of time over traditional double entry systems. You could literally save an entire salary with this feature alone.

Remote Access

Let’s face it, ERP systems have not always been the easiest systems to access remotely. With the combination of Zoho and QuickBooks your data is available from any web browser on any device anywhere in the world at any time. This is the advent of cloud computing at its finest.

Always Updated

Tired of wasting time looking for the most recent and updated transaction record? With a synchronization of your records you can simply sync your programs and know that the information is up to date.

Easy Export

Implementation could not be easier than with these two software environments. Integrate QuickBooks and Zoho and simply export and import the records you need from one to the other to get started. This simple process allows instant implementation instead of weeks of manual entries.

Mapping

This export and syncing process gets even easier with field mapping capabilities between the two ensuring that all your information is deposited into the right places without deleting or overwriting important information.

Sync Tracking

Do you need access to tracking of your synchronization activities with the ability to delete the most recent transfer? With Zoho and QuickBooks this is easy and available allowing you the flexibility to ensure your data transfers are accurate.

Accounting Info on the Go

One of best parts of this combination is the ability of sales histories, invoice histories and estimates to be cross transferred into Zoho CRM allowing the information that truly empowers your sales reps. It also lowers your overall cost by reducing your number of QuickBooks user licenses needed.

Quotes to Orders

Being able to the convert Zoho Quotes into QuickBooks Orders or Invoices is a must-have for sales organizations. This feature makes the efficiency and workflow of order processing efficient.

Contact us today to learn just how we integrate QuickBooks with Zoho CRM. Hundreds of customers are using our integration, and we’re happy to report that dozens of customers are happy with their improved CRM/ERP workflows!

The Zoho / Quickbooks Integration

The Zoho Quickbooks Integration

quickbooks crm integration

The integration of Zoho CRM and QuickBooks is a match made in heaven. Unfortunately, too many businesses have had a failed integration of their CRM and ERP systems in the past causing wariness of CRMs that may miss the mark. It has been proven that the front office staff is less likely to adopt the CRM if it is not connected to the back office ERP accounting software in a way that empowers them. There are several questions and concerns you need to be aware before entering any CRM-ERP union.

Integration is Key

One of the most critical pieces of the equation is ensuring that your CRM module can be fully integrated into your ERP software, like Quickbooks. If your front line customer service agents and salespeople do not have access to important data such as sales history, complaint history, communication history and have to enter information twice, once into each system; your CRM adoption is doomed to fail from the start. Only consider options such as Zoho CRM Online and Quickbooks where complete integration of the two actually automates a number of processes and provides accurate and up-to-date information to everyone that needs it.

This integration is critical to the success of the system, not only from an adoption standpoint but also to ensure that the extra cost of a CRM system is made up for in workflow efficiencies. Enabling salespeople to make sales on the road be productive in the field with information available on their mobile devices with access to documents and reports ensures increased production.

quickbooks crm integration

Red Flags

If you experience any of the following issues in your company then your current solution may actually be doing more harm than good. It may be time to reconsider your options.

Is all your information available in a central way to all the stakeholders that need it? Can sales people access customer sales information? Can customer service access customer communication histories?

Have there been issues of miscommunication between your accounting team and the sales team?

Do your sales people consistently sell items that are not in inventory, sold out, back-ordered, or discontinued? If they do not have access to inventory it may worsen this situation.

Does the sales team over sell client’s credit limit increasing your businesses risk to bad dept? Are sales being held up because of the credit department?

Are the note systems of customer service, sales and accounting integrated? Or does each department keep separate notes?

Are your salespeople helping accounting by collecting on outstanding invoices during routine sales calls? Or are they missing the opportunity because they do not have access to this information?

Is too much time being spent researching answers across multiple departments causing customer service lags because the information is not readily available?

If you have had any of these issues actually cause a loss of business, missed sales opportunities, increased labor costs, missed month end sales targets, cash flow deficiencies then you may be suffering from an integration that ended in separation with your CRM and ERP systems. Contact us today and let us help you identify the right integration solution to get your business back on track – or, take advantage of our Zoho certified consulting for any other aspect of your business with Zoho CRM.

Zoho CRM Integrations

Zoho CRM Integrations: the way to run your business to its fullest potential

zoho crm integrations

Zoho CRM

If you are researching Zoho CRM integrations, you most likely noticed that there are a lot of options for integrating your CRM with your accounting or ERP system. As you evaluate those options, here are some points to consider while doing your research. It’s always recommended to work with a certified Zoho consultant who can help with your integration after a thorough needs assessment.

1.) Do Not Enter

Why enter customer records if others are willing to do it for you? The best part about CRM integration into company websites, surveys and other apps allows you to collect information from clients by allowing them to enter their own information. It can then be assessed and included into your database. This can save large amounts of time if done properly.

2.) Enter Only Once

If you ever have to enter information more than once, your CRM and ERP integration was done poorly. Moving information or copying it from one program to the next ultimately leads to mistakes through human error. Ensure all new customers and old customers are available to all the stakeholders that require the information, such as marketing, sales, and customer service without having to acquire the information separately.

3.) Let History Repeat

In business, letting your customers repeat their invoicing and sales histories enables sales departments to better understand their client’s sales cycles. Make sure any CRM integration includes these vital areas of information.

4.) Order Processing

Any quote offered to client should be easily transferrable into your ERP system for immediate conversion into an order without extra processing. A simple quote to order process can save billing and sales departments tons of time.

5.) Proper Inventory Numbers

To be effective in selling products, your sales team need inventory information that is accurate and up-to-date on a consistent basis. Quantity of items on hand and their location will help them ensure the quickest delivery from the nearest location, enabling more sales turnovers in the long run.

6.) It Should Save $

The bottom line of a Zoho CRM integration with an ERP is to be able to produce better efficiencies and in the end save the company money in lost productivity. Yet it can also save money by keeping ERP licensing fees to a minimum and allowing those that need information get it through the lesser cost of a CRM.

7.) Let Them Roam

Road service personnel or traveling sales reps often waste time by not being able to place an order on their mobile devices while at the client’s business. Enabling this simple solution can ensure maximum sales and better production by your sales team. CRM integration with mobile capabilities can even allow payment collection on the spot. Ensuring that executives or other employees can work offline and enable syncing when they are back online allows productivity even when traveling or flying.

8.) Easy Returns

Proper CRM integration can make returns management an easy process instead of the logistical nightmare most companies are used to dealing with. Make sure your Zoho CRM can handle return tracking with ease and integrate the process with your ERP.

There are lots of other issues that can arise when implementing and integrating a new CRM system alongside your ERP. Having the right consultant that understands your business processes, asks the rights questions and can guide you to the most effective solutions makes even the implementation easier.

Zoho One: The Ultimate in Zoho integrations

zoho crm integrations zoho one

If there’s one thing Zoho has been doing lately to up the ante, it’s add software to the Zoho “family” of apps.  In 2016, Zoho began to offer all 35 or so apps in one unified package called Zoho One.  Zoho One sets itself apart from most software bundles as it can be had for less than the cost of a Zoho CRM Enterprise license.  Many apps in Zoho One integrate directly with Zoho CRM – for example, Zoho Books for managing finances and light inventory, and Zoho Campaigns for email marketing and analytics.  For companies looking to use Zoho CRM for integrations, or perhaps looking to get all their software under one umbrella, Zoho One is a fine choice.

Want to know more about how Zoho CRM integrations can help you?

Zoho CRM integrations are key to nearly any well-run Zoho system, and it’s not always obvious which way to go with them at first.  But, it’s nothing a consulting session can’t help suss out!  Contact us today to learn how our team of Certified Zoho Consultants can take your Zoho integrations experience to the next level, or, reach out for any CRM training or support questions.  Just use the Contact Us button in the upper right corner of this screen and a ZBrains Zoho consultant will get back to you within 24 hours.

 

Google Apps and Zoho CRM – 6 Ways to Utilize Both Together

Google Apps and Zoho CRM – 6 Ways to Utilize Both Together

zoho google apps

 To Pair or Not to Pair?

Many people are moving to Google Apps for their personal and small business for online computing. If you are looking for an all-in-one system where you have the ability to sync with your mobile devices, Zoho CRM combined with Google Apps for Business is a great option. Zoho has been working to integrate their online CRM application with Google Apps for the last four years to become the leading online CRM collaboration tool. For instance, as a Zoho and Google user, you can now access Zoho CRM from your Gmail account. When you are logged into Zoho, you can access the integrated Google Apps and if you are in Google Apps, you can access Zoho online CRM functionality.

In this blog, we will cover 2 popular Zoho Google Apps for Gmail and Calendar along with 3 major benefits for Zoho customers using Google Apps. There are also additional Google Apps: Documents, Drive, Sites and Vault which are described in further detail on our website covering Zoho Google Apps.

3 Powerful Google Apps that Help Zoho Users Save Time and Money:  

1.)  Gmail Integrated with Zoho

This is one of our Customers favorite Zoho Google Apps and one we use heavily in our business. Our Customers find they save money when moving over to Gmail for their daily email correspondence. If you prefer to use Outlook, you can use Gmail for your backend mail exchange. All your emails are safe with Google’s secure online back up. If you need to access emails when you are out of the office or away from your computer, you can now access Outlook anywhere you have a web-browser. Feeling bogged down with emails? Easily find what you are looking for with Google’s powerful built in search functionality. Zoho and Google Apps will work with all Microsoft file types so you can open any documents while on the road.

2.)  Zoho Plugged into Google Calendar

Another favorite is the ability to coordinate your schedule with Google Calendar.  You can view all events and create multiple calendars from the same interface.  This integrates with Zoho CRM so all your events and reminders can be seen in Zoho.  Coworkers have visibility on your availability so they can easily work around your schedule.  Google Calendar allow you to set permissions so you can set who the ability to view and modify your schedule.

3.) Google Drive integration for Zoho CRM

This special connection, developed by ZBrains, allows for CRM record file storage inside Google Drive.  The Google Drive integration works by creating and associating new Google Drive folders with Zoho CRM records based on a folder structure or hierarchy that you set.  When you create new CRM records – for example, for a client project – an equivalent folder and URL will be created in Google Drive, and that folder’s URL will be automatically linked to the appropriate CRM record.

zoho google apps

3 additional ways customers benefit from Zoho Google Apps:

1.)  Save money with consolidated technology

Zoho Google Apps help you save the time and money without the expense of maintaining and upgrading expensive server hardware since most of your data will be processed online in the cloud.  Integrating Zoho Google Apps also helps save time and money while traveling. Google Apps is an affordable solution to increase productivity for just $5 per user, per month, or $50 per user, per year. Sign up for a Google Apps FREE trial and see for yourself how easy it is to get started.

2.) Increase productivity with easy file storage

Google Apps cloud-based productivity suite lets you store files, documents, spreadsheets and presentations in the cloud. Avoid emailing documents for revisions now that multiple users can access these documents and make edits in a central location.

3.) Secure your data with a cloud-based system

Google maintains your data securely in the cloud with world-class data centers. You don’t have to manage 2 separate passwords since with one point of access and one password to sign on. You simply log into Zoho with your GA login credentials.

In summary, Zoho Online CRM is the best cost-effective CRM solution that works with Google Apps for Business available in the market today. Contact us if you are interested in learning more about Zoho Google Apps working for your business. As ERP and Zoho CRM consultants, our team at ZBrains provides Zoho and Google Apps customers with migration services, customizations, support escalation, webinars, knowledge-base access, system integrations and change management for your business.

Get in touch with us to learn how our team of certified Zoho experts will help you maximize your Zoho CRM solution. Our Zoho CRM training or comprehensive Zoho implementation packages will help get your team equipped and ready to take advantage of all the critical features of Zoho CRM that are essential to help you and your team better manage existing customers and new business opportunities.