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QuickBooks Online & Zoho CRM Integrations: Streamlining Business Operations for Enhanced Efficiency

Businesses in today’s fast-paced digital era are continuously looking for methods to streamline their processes and boost productivity. Integrating accounting and customer relationship management (CRM) system is an effective method that has grown in favor. Businesses may reap major benefits from merging the features of two premier platforms, QuickBooks Online, and Zoho CRM, such as faster workflows, greater data accuracy, and enhanced collaboration. In this post, we will look at the benefits and features of connecting QuickBooks Online with Zoho CRM, as well as how this integration may transform your business processes.

Getting to Know QuickBooks Online with Zoho CRM:

• QuickBooks Online is a powerful cloud-based accounting software built for small and medium-sized enterprises. It provides a comprehensive range of financial administration capabilities, including invoicing, spending monitoring, payroll management, and financial reporting.
• Zoho CRM is a comprehensive customer relationship management software that enables organizations to successfully manage and nurture their client relationships. It includes lead management, sales automation, contact management, and customer analytics capabilities.

The Integration Effect:

• Streamlined Workflows: Integrating QuickBooks Online and Zoho CRM provides for easy data flow between the two systems, removing the need for manual data entry and lowering the likelihood of errors. This link allows for the automatic synchronization of customer and financial data, ensuring that all departments have real-time, correct information.
• Sales and marketing teams can receive greater insights into client purchasing habits, payment histories, and outstanding balances by linking the CRM and accounting systems. This information enables them to make data-driven decisions, customize sales methods, and more effectively target certain consumer categories.
• Efficient Financial Management: The QuickBooks Online and Zoho CRM interface optimizes the financial management process. Zoho CRM sales orders, invoices, and payments can be seamlessly integrated with QuickBooks Online, making processes like producing invoices, tracking payments, and managing accounts receivable easier.

QuickBooks Online and Zoho CRM Integration Highlights:

• Customer and Contact Sync: Sync customer and contact information between QuickBooks Online and Zoho CRM automatically, ensuring consistent data across systems.
• Sync bills and payments from Zoho CRM to QuickBooks Online, removing the need for duplicate entries and lowering the chance of errors.
• Transfer sales orders from Zoho CRM to QuickBooks Online, facilitating order fulfillment and improving inventory management.
• Financial Reporting: Create comprehensive financial reports by combining data from both systems, giving you a complete picture of your company’s financial health.

A QuickBooks Integration for Zoho CRM

Ever since Zoho deprecated their own QuickBooks integration for Zoho CRM, business owners looking to integrate the two programs have had a little difficulty finding a solution that works properly and is cost-effective.  The QuickBooks integration from ZBrains combines the two with a bi-directional sync, utilizing the QuickBooks Web Connector.  It isn’t a Zoho Invoice QuickBooks integration; we think it’s even better, as it connects your QuickBooks directly to your CRM.

Rather than a Zoho Invoice QuickBooks integration, we provide a plugin for QuickBooks that connects the program directly to Zoho.  This comes complete with custom data mapping, so everything you want synchronized goes to the right place in each system.  This eliminates the usual need for double entry, and in so doing can eliminate data entry errors.  This leads to time savings every single day, which ultimately equals more money back in your pocket via increased productivity.

See how it works in this video:

Is a Zoho Invoice QuickBooks integration possible?

Good question.  It’s possible by way of integrating with Zoho Books, which uses the same data table as Zoho Invoice.  Connecting to Books means you should be able to sync data between QuickBooks and Zoho Invoice.  And, you get the very same data flow by connecting to Zoho Books that you’d be able to get in Zoho Invoice.  Or in Zoho CRM, for that matter.

Possible data flows:

• Accounts & Contacts: Bi-directional
• Products & Items: Bi-directional
• Invoices: Bi-directional

Syncing through Books means you can also sync extra modules like Estimates, Purchase Orders, and Vendors.  Regardless, you can also sync other objects like Jobs/Deals, Classes, Sales Tax, and individual payments.  Let us know if you have special syncing needs like these.

How the Zoho QuickBooks integration works:

• We employ a bi-directional data sync, which data can go from QuickBooks to Zoho or from Zoho to QuickBooks.
• The sync can update Accounts, Customers, Products, Invoices, Quotes, Sales Orders, Vendors, and Purchase Orders between QuickBooks and Zoho CRM, but, you can choose to have the plugin sync less data if you don’t need all of it synced.  (Click here for full pricing structure.)
• The plugin works through the QuickBooks web connector and also uses web hooks.
• ZBrains handles all installation and service

With the integration, you get:

• A team of experts – Our team of Zoho consultants are here to guide you through the installation process, ensure everything works exactly how it’s supposed to, and offer as much service as you need throughout the life of the integration.
• Custom workflow – We’ll make the integration do exactly what you want it to do, and nothing you don’t.  For example, you can choose to have the integration sync only active products as opposed to all products.
• Custom mapping – Rather than use predefined data fields and invoice numbers, you may substitute your own custom fields, invoice numbers, and other variables as you see fit.
• Record batching – To minimize API calls (and thus waiting time) we batch records 200 at a time for scheduled sync activities.
• Data back-filling – We can also migrate older legacy data to your QuickBooks as you see fit – just let us know at the onset of installation.
• US-based customer support – Rather than outsource our support, we keep everything in-house, so you’ll know you’re always talking to a ZBrains Zoho consultant.

Better than a Zoho Invoice QuickBooks integration, this integration can be modified and customized to your exact specifications because we developed it right here.

Get started today with QuickBooks Zoho integration

Integrating QuickBooks Online and Zoho CRM combines the power of accounting and customer relationship management, changing business operations. This interface improves efficiency, accuracy, and collaboration by reducing manual data entry, optimizing workflows, and offering a comprehensive view of client interactions and financial health. Accept the potential of QuickBooks Online and Zoho CRM integration to alter your business procedures and create new prospects for growth.

Give us a call at (888) 207-4111 to get a free introductory consultation on the QuickBooks integration.  Or contact us anytime to get started.

Start Your QuickBooks Desktop Integration

Ever since Zoho phased out their own QuickBooks Desktop integration, businesses have been sleuthing away for a solution to the lack of connectivity between the two business management programs.  And, while many solutions have arisen from the rubble, there seems to be a dearth of good solutions that link the desktop version of QuickBooks API with Zoho CRM.

Close, but not quite

There are many solutions that connect QuickBooks API with Zoho available, to be sure.  But, they usually either miss key features or take you on a circuitous route through something that should be relatively straightforward.

• Zapier can connect QuickBooks to Zoho CRM, sure.  But, doing so requires a third party (Zapier) that’s likely neither very familiar with Zoho nor QuickBooks.  So, who do you turn to when you run into trouble?

• Method CRM can integrate with QuickBooks, but, that necessarily requires you move away from Zoho CRM.  And, while Method CRM is simple and sleek, it doesn’t contain any of the marketing campaign tools that make the Zoho suite of apps such an intuitive choice for so many businesses.

As if it wasn’t bad enough to go through a third party or lose key CRM features, some solutions only cater to QuickBooks Online users, leaving Desktop users in the dust.

A Zoho QuickBooks integration that works

We’ve spent years perfecting our integration to QuickBooks, so, when you do business with us, we’re prepared to offer you a QuickBooks API with Zoho that functions exactly the way it’s supposed to.  Our integration uses the QuickBooks web connector and web hooks to synchronize data from modules you choose and performs these functions:

• Creates and updates customers, products, orders, invoices, sales orders, and purchase orders between Zoho and QuickBooks
• Synchronizes data both ways (bi-directional sync) so data remains constant across both platforms
• Reduces time you or your staff have to spend re-entering data into either program

Can we help you integrate the QuickBooks API with Zoho CRM?

The answer to that question is yes, of course.  All our support is completely based in the USA and comes with the purchase of an integration of QuickBooks API with Zoho.  And, as well:

1. Our team of experts will see your installation through from start to finish, ensuring your QuickBooks API with Zoho works exactly how it should, and ensuring you don’t have any trouble later.  We can set up a consulting session with you to get your field mapping correct.  We’ll also train you so you know exactly how to use the sync tool.
2. If you need a customized sync, such as only active products, don’t worry about it – we can configure that for you as well.  We can assist with any specialized workflow you need created.
3. If you’re like most businesses, you need your data quickly – so, we engineered our integration of QuickBooks with Zoho to batch records 200 at a time in order to minimize API calls.
4. And, if you’re like most businesses, you probably also have custom fields in your Zoho CRM.  We can help you map those fields as well – just let us know!

Get started today with the QuickBooks API with Zoho CRM

Schedule an appointment today and get your QuickBooks working with your Zoho CRM like you always imagined it could – because it can!  Submit your info here and we’ll be in touch with you shortly.  While you’re waiting, you can read up on our QuickBooks integration extensions in the Zoho Marketplace.

Zoho Document Assembly

When you like your documents a little more…complex

We all know about Zoho Docs, of course.  Zoho Docs is Zoho’s document organization arm; it classifies and categorizes your various documents, creates spreadsheets out of existing data, gives an easy conduit for sharing, and, gives you the controls you need to set various permissions.

But, there are some things Zoho Docs simply can’t do – and, for this, we’ve developed Zoho Document Assembly.  Zoho Document Assembly differs from Zoho Docs considerably in a few ways.

How It Works

Zoho Document Assembly is designed for you to feed it information from any source: a spreadsheet, a database, a word document, or another format.  It then parses through that information, extracting data and applying it to customized templates designed specifically for your business.

Special Features of Zoho Document Assembly

• Creates amortization schedules

  • Loan repayment documents are filled with many figures and numbers that Zoho Docs simply isn’t equipped to handle itself.  Zoho Document Assembly can assemble loan amortization schedules for you based on simple data you provide, like the principal amount and interest rate.

• Creates other complex documents

  • You can assemble custom documents with Zoho Document Assembly by providing a few pieces of information from anywhere; the easy-to-use interface will parse through the information you input and guide you through the document assembly process.

• Integrates with Microsoft Word

  • When you’re all done with your document and want to put some finishing touches on it, export it as a PDF, print it, or make other basic changes, Zoho Document Assembly integrates with Microsoft Word.  This gives you the full functionality of Microsoft Word with your newly assembled document.

• Offers a variety of storage options

  • You can download your documents immediately, save them in your email signature, attach them to an email, or save them directly to Zoho CRM.

• Automates your document creation process

  • With this custom Zoho add-on, your document creation process can be as simple or complex as it needs to be – or, you can even automate it entirely.  The system lets you choose any number of templates to merge into one document – and, if you don’t want to bog down your sales team members with the same task many different times a day, you can program the document assembly engine simply to perform a given task – for example, attaching a repayment schedule to an email template – and be done.

Why use Zoho Document Assembly rather than just Zoho Docs?

Only this custom add-on gives you the ability to create custom, complex documents with just a few clicks.  Microsoft Word integration gives you the power to use your documents however you see fit, and, a Zoho CRM integration lets you disseminate your documents easily.

Make your documents as robust as you need them to be.  Get started today!

Have any questions about our Zoho add-on?  We’d love to give you a tour of Zoho Document Assembly that’s tailored to your exact business.  Give us a call at (888) 207-4111, or, use this contact form to get in touch and we’ll give you a call back about Zoho Document Assembly or any Zoho CRM consulting need.

Drive Your Sales Team’s Success with Zoho Motivator

Note: As of February 2020, Zoho has deprecated Zoho Motivator.  Rather than keep the special KPIs and charts separate from the CRM, Zoho Corporation has moved these items into the CRM.  In addition to making these features more accessible, this move has improved the general user experience of Zoho CRM.  Please read on for our write-up on Zoho Motivator, but bear in mind these features are either available or in development for Zoho CRM.

Zoho‘s Motivator app for Zoho CRM is designed to make your sales team work even harder for you – and, as the name suggests, really want to do it.  Just how does that work?  Well, it’s simple…

What Zoho Motivator Does

Zoho Motivator turns an ordinary day doing sales behind a desk into a game.  And, the thing about playing games is they’re much more fun than doing work.  What about playing games that contribute to getting work done?  It may sound too good to be true – but, it isn’t!

Zoho Motivator compiles statistics about your team’s performance and pits individual team members against each other in friendly competition.  You can leave your team members to try besting one another.  Or, you could up the ante by providing a prize to the sales winner, complete with a countdown to victory.

As for access, you can give your sales team access to Zoho Motivator, sure.  But, for a true big game environment, you can project Zoho Motivator onto your central office TV monitor(s).  Your sales team – and, soon, your expectations – will completely transform.

How Zoho Motivator Works to Boost Sales

It can be a little tough to grasp how such a simple concept as gamification can have such a drastic effect on your sales team.  Here are some ways the motivational app can contribute to your team’s success:

• Having fun makes it easier to make sales.  When you’re not having a good time at work, it affects how you deal with your clients and prospects, whether you’re in a meeting or simply talking on the phone.  Conversely, doing better at work is as simple as having a good time; the people you communicate with will be able to tell you’re in a good mood. And, as you know, that often translates into warmer receptions and more sales.

• Access to stats means you can pinpoint and replicate successes.  Without knowing when your team’s best calls or meetings are, and who your respective team members’ best clients are for their unique personalities and other particulars, it’s difficult to achieve any degree of success consistently.  With that in mind, Zoho Motivator comes equipped with a variety of sales dashboards that show success rates by geographical region, by time, and by other factors that you can customize to best take advantage of your pool of talent.

• Competition encourages growth – and, so collaborates.  Letting your team members see each other’s successes through Zoho Motivator is a wonderful way to encourage competition.  But, it also fosters a collaborative spirit if your sales goals are team-oriented.  Having access to statistics means your team leaders know which of their team members are doing the best and which members need the most help.

• Seeing statistics improves overall morale and makes your team work even harder.  Adding onto the previous note, giving your team access to their statistics as well as those of their peers can give them a sense of pride.  And, it can encourage them to work even harder to match their peers.

How does Zoho Motivator make you more money?

Increased sales aside, what exactly does the Zoho sales gamification app do to put more money in your pocket?

Every business has questions like, Why did this deal close faster than that deal?, or, How can we shorten our sales cycle even further for maximum output?  Motivator gives you the tools to answer those very questions.

Sales Dashboards show all your KPIs on one screen

You can choose between a selection of KPIs like several calls, deals closed, meetings, and other indicators you choose on your own.  Having these numbers at your fingertips allows you to more accurately assess your team’s performance.  And, in turn, it lets you create strategies to improve sales numbers even more.

Furthermore, if you get bogged down by seeing too many numbers at once, you can customize your KPI dashboard to show only the numbers you want to see.  You can also hide the ones you don’t want on a different dashboard for later use.

Your dashboards can not only display figures but analyze them for you

As is often harped on this website, saving time gives you more money in the long run.  And, when it comes to analyzing and reporting sales numbers, this certainly holds.  The Motivator app’s dashboards cut down the time you might spend crunching numbers and analyzing data by giving you real, meaningful stats.  For example:

• Trend charts gather historical sales data, making it easy to pinpoint monthly anomalies.  In turn, you can set sales benchmarks using this data.

• Individual breakdown charts.  Giving employees due feedback is a great way to let them know you value their work and that you’ve noticed their contributions.  And, of course, it gives them the tools they need to improve their work.

• Pipeline velocity charts show how quickly deals move through your pipeline en route to closing by breaking down your sales cycle by stage and showing trends for each of those stages.  These sorts of calculations are specific to Zoho Motivator and can’t be done by scouring Zoho CRM or QuickBooks.  As with many Zoho features, this one can be customized to your liking as well.

Encourage the sales behavior you want

Turn your own organization-level goals into sales goals by breaking them down into personalized chunks.  Zoho Motivator can help by creating a daily target phone call goal for your team, as well as many other customized, trackable goals.  You can assign these goals to individual salespeople, teams, or your entire organization.

On the back end, you can track the progress of your salespeople as necessary.  Zoho Motivator gives up-to-the-minute reports without disrupting anything.  This, in turn, gives you a clear picture of anything happening on the sales floor at any given time.

Zoho Motivator is perfect for sales contests!

Almost nothing beats the thrill of a high-stakes sales contest…  So, why not foster that kind of environment at your office and see how it puts a spring in everyone’s step?  You can use Zoho Motivator to create contests derived from your sales goals in just a few clicks.

Use contests as a way to build teams

When there’s something real to be gained, especially an actual prize, your salespeople will band together if you put them on teams.  You can use this as a way to strengthen your team members by placing them on teams with sales veterans.  When their success depends on the success of others, you can be sure they’ll jump in to help your less experienced team members.

Tie rewards to goals – and, let the whole team (or office) know it when they win

Use Motivator to let your teams know what they can win depending on their degrees of success.  The app will send an email to the winning team (or person) once they’ve achieved their goal.  If you project the Motivator app onto your office TV monitor, you can let the entire office know at once.

Zoho MoTVator

Create custom channels consisting of dashboards filled with KPIs, individual team member statistics, and a leaderboard so teams can track their distance to their rewards.  Adding variety to your screens makes your Zoho Motivator channel look more like a company-wide TV program!

You can also use your TV screen to broadcast big announcements, like an additional prize for reaching a particular goal more quickly.  Or, you could congratulate a team member for reaching a goal more quickly than anticipated.

Are you feeling (Zoho) Motivated?

Zoho Motivator is deceptively simple!  It simply takes numbers from your sales records and broadcasts them, compiling statistics that aren’t accessible simply from Zoho CRM.  But, the power it can bring to a sales team is practically boundless.  This is especially the case when your team just needs a little kick in the pants to be great.

We’d love to talk to you more about Zoho Motivator

Call us at (888) 207-4111 or use this form to contact us and we’ll answer any questions you have about the app, as well as any other Zoho CRM consulting or CRM training questions.  Happy selling!

Zoho Inventory

Zoho Inventory is an addition to the Zoho CRM apps suite that allows a business to track inventory easily and migrate that data to its Zoho CRM.  With 3rd party store plugins and sales dashboards to boot, what more could you want?

Introducing Zoho Inventory Management

Zoho Inventory Management is part of the Zoho suite of business tools, renowned for their user-friendly interfaces and robust functionality. This cloud-based inventory management software caters to businesses of all sizes, from startups to established enterprises.

The Importance of Inventory Management

Before delving into the details, it’s crucial to understand why effective inventory management matters for businesses of all sizes.

To start with, it helps in cost control. Mismanaged inventory can result in unnecessary expenses such as storage fees, write-offs, and obsolescence. By using the right inventory management system, you can optimize your stock levels, reducing carrying costs and increasing your overall profitability.

Furthermore, maintaining accurate stock levels ensures that you can fulfill customer orders promptly. There’s nothing more disappointing to customers than encountering out-of-stock products or facing delays in deliveries. With Zoho Inventory Management, you can maintain optimal stock levels, keeping your customers satisfied.

Moreover, inventory management software provides valuable data insights that facilitate data-driven decision-making. This allows you to track sales trends, identify slow-moving items, and adjust your purchasing and sales strategies accordingly.

The Real Power of Zoho Inventory

Zoho Finance’s inventory management add-on doesn’t just make tracking your sales and products easier; it does improve your business.  With the Zoho inventory management tracking add-on, you can:

• Increase your sales while lowering overhead.  Zoho’s inventory management module integrates third-party sites like Amazon, Etsy, Shopify, and eBay. As a result, you can increase your brand’s visibility and capture data from all those sales.  Not having to enter extra data into your CRM means you can spend time doing things that can improve your business, like selling more of your products and services.
• Manage all orders from one location.  With business the way it is today, speed is everything. You or your team can create, modify, and track the status of sales orders directly from inside the app and associate those orders with your products or services.  The app can manage both online and offline orders this way.

• Manage inventory with end-to-end tracking.  With Zoho Inventory tracking, you’ll know where all your products are at all times – and, you’ll never lose track of anything again, giving you ultimate peace of mind.  The app also gives handy reminders to purchase inventory and shows exactly which products are running low, so there’s never any guesswork involved with your stock orders.
• Migrate data to Zoho CRM and Zoho Books.  Inventory integrates seamlessly with both Zoho CRM and Zoho Books, which means you can map all the data associated with your products to their proper places in your customer database and your finance books.
• Pick between multiple integrated shipping options.  Zoho’s inventory plugin works with a variety of product shipping engines like FedEx, UPS, and DHL, among others.  Therefore, when you have integrated shipping modules, you have access to the latest shipping costs. Additionally, you can track the status of in-transit inventory orders instantly.

Why not just use the inventory component of Zoho Books?

For Zoho newcomers, this question comes up a lot–and for good reason.  Why have a separate inventory app at all if Zoho Books already handles it?  The simple answer is Zoho Books’s inventory module doesn’t quite have the capabilities of Zoho Inventory. The Books’s inventory module would work just fine if you run an e-commerce business selling uncomplicated items that do not need to be modified in any way.  However, if you require bundling, PO- or SO-splitting, light warehouse management, or anything similar, Zoho Inventory is a better bet.

In some cases, you may require custom add-ons to Zoho Finance to fit your ERP needs.  If so, we recommend FieldTech. It’s built by ZBrains on Zoho Creator to accommodate these more advanced needs.

Key Features of Zoho Inventory Management

Multi-Channel Sales: Enables you to manage sales across multiple channels, including e-commerce platforms, brick-and-mortar stores, and online marketplaces. This centralized approach guarantees real-time visibility into all your sales channels.

• Inventory Tracking: Keep tabs on your inventory levels effortlessly with Zoho Inventory Management. You can set up low-stock alerts, track serial numbers, and even manage batch tracking for items with expiry dates.
• Order Management: Streamline your order processing with Zoho’s order management features. You can create, edit, and manage orders from a single dashboard, simplifying the fulfillment of customer requests.
• Supplier Management: Maintain control over your supplier relationships with Zoho Inventory Management. You can manage purchase orders, track supplier performance, and negotiate better terms for your business.
• Integration Capabilities: Zoho Inventory Management seamlessly integrates with other Zoho applications and popular third-party tools. This ensures that you can connect your inventory management system with your accounting, CRM, and shipping solutions, creating a cohesive and efficient business ecosystem.
• Inventory Reports: Generate detailed reports on your inventory performance, sales trends, and financials. These insights help you make informed decisions and optimize your inventory management strategies.

The Benefits of Zoho Inventory

Now that we’ve explored some of its features, let’s delve into the benefits that Zoho Inventory Management can bring to your business.

First and foremost, Zoho Inventory Management automates many time-consuming tasks, such as order processing and inventory tracking, thereby freeing up your team to focus on more strategic aspects of your business.

Moreover, automation ensures the accuracy of your inventory records, reducing the risk of costly mistakes that may arise from manual data entry errors.

Additionally, whether you’re a small startup or a large enterprise, Zoho Inventory Management can scale with your business. You can easily add or remove users, expand your product catalog, and integrate additional features as your needs evolve.

Furthermore, by optimizing your inventory levels and reducing carrying costs, Zoho Inventory Management can lead to significant cost savings over time. It also helps you avoid costly stockouts and overstock situations.

Lastly, when you can fulfill orders promptly and accurately, your customers are more likely to be satisfied and become repeat buyers.

Zoho Inventory Management offers a powerful solution for businesses seeking to streamline their operations, cut costs, and enhance customer satisfaction. With its user-friendly interface, robust features, and scalability, it proves to be a valuable tool for businesses of all sizes. Don’t let inventory management challenges hinder your business’s growth. Embrace the power of Zoho Inventory Management and take control of your inventory today. Your bottom line will thank you.

Why choose ZBrains as your Zoho partner?

In the world of Zoho, there are many different Zoho CRM consulting firms and Zoho partners you can potentially work with.

Why choose us for your CRM consulting and Zoho add-on needs?

1) Experience

Most importantly, we have many years of experience working with Zoho and all of its apps and add-ons, including the Zoho One suite.  That means that with ZBrains you’re always getting the most up-to-date information and Zoho training practices when you work with us.

2) Other Integrations

Next, we bring other Zoho integrations to the table, including:

• • QuickBooks (for more detailed accounting),
  • and our own custom Executive Dashboards (for measuring overall company health and other important metrics).
  • Also, our engineers build custom integrations to programs of your choice. Your Zoho experience is completely customized. And it takes your business to a place no one else can take it.

3) Advanced Solutions

Finally, if you need something a little more robust than Zoho Inventory does on its own, look no further.  We’ve developed custom Zoho ERP software especially to accommodate those more advanced needs.  For instance, it integrates with the Zoho Finance suite, but can also plug into the CRM or even stand on its own.

You can have all the speed you get from integrating Zoho Inventory with your CRM and the power of integration. This solution means it’s applied to other parts of your business as well!

The possibilities are limitless!

Want to see how to use the Zoho Inventory? Start today!

Now’s as good a time as any to jump in and connect Inventory to Books.  Throw CRM into the mix too, and watch as your efficiency grows by leaps and bounds.  To get started, just contact us and we’ll get back to you as quickly as possible.