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The Joys of Using TaxJar are felt by multiple departments and numerous employees

The Joys of Using TaxJar

The Joys of Using Tax Jar: Why You Should Want It

Maintaining sales tax compliance is not an aspect of running a company that business owners often get excited about. Fortunately TaxJar handles the mundane parts of the tax compliance process. TaxJar is a phenomenal way for business owners to spend less time on sales tax and more time growing the business they love. It is designed for those on an E-commerce platform, and is especially effective for businesses with nexus in multiple states. Join us as we explore and illuminate all the Joys of Using TaxJar!

Nexus, for those who are unaware, is a presence or connection in a state significant enough for you to be required to comply with sales tax law. It is precisely the differences among the 45 U.S. states (and D.C.) that make complying with sales tax laws such a hassle. The good news? TaxJar is not only easy to use, it is cost-effective, and using it as your tax compliance software affords you top notch customer service. The best way to enjoy all the aforementioned benefits is to integrate TaxJar with Zoho. That’s precisely where we come in. 

How ZBrains CPQ Combines with TaxJar

A great integration couples two parts of your business with ease, providing synergy that makes your job easier. Thus is the case with our Configure Price Quote (CPQ) and TaxJar. Generate sales quotes quickly and easily using our CPQ. The resulting process means you rely on just one system rather than an array of programs and personnel.

Here are the important facts about our CPQ:

-All your SKUs update automatically, no more looking through hundreds of defunct item codes

-All your item descriptions and pictures (if necessary) are up to date

-Your quotes come with a configurator: never search through line items that have nothing to do with the items you sell

Who is TaxJar For?

Although the design of TaxJar caters to eCommerce businesses, the software helps businesses everyday of all types and backgrounds. Versatility is undoubtedly one of the best joys of using TaxJar. It calculates tax for companies in any U.S. location as well as Canada, Australia, and the EU. Rest assured that if you have sales tax issue(s) to rectify, TaxJar can ensure your problems are a thing of the past. 

Use TaxJar to calculate sales tax for each state your business is in or where you have already been collecting taxes. It determines what taxes should be collected, and whether tax has been over or under collected. Discover those details by determining in which U.S. Sates you have nexus, a major topic in the second half of the Joys of Using TaxJar blog.

In addition to our TaxJar Integration for Zoho, we have numerous other Zoho Integrations to make your life easier.

This is part one of a two-part series.  Check here for Part 2 of The Joys of Using TaxJar.

Comparing and Contrasting TaxJar vs Avalara

TaxJar vs Avalara

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!

Pricing

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.

Customer Support

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!

The Benefits of the ZBrains Commission Calculator

Calculate Commissions on Time Every Time with ZBrains Commissions Calculator

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 Zoho 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. 

Questions about our commission calculator for Zoho – or any other Zoho consulting question?  We’d love to hear from you.  Drop us a line!

ZBrains Magento Integration for Zoho

Connecting Zoho and Magento: Why it Matters and How it Works

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 and integrations. 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.

Zoho CRM vs. NetSuite

Zoho CRM vs. NetSuite: Part 2 of the Ultimate ERP Showdown

This is part 2 of our comparison of NetSuite vs Zoho CRM.  You can read the first part right here.

Customer Service

A comparison of NetSuite vs Zoho CRM cannot be genuine without examining the customer support characteristics of both. In the end, any good product can be handicapped by sub-par customer service. Even experienced business owners can run into issues and time-sensitive problems that need immediate attention. The reality of NetSuite as a software is that the aforementioned problems of user experience and navigability bleed over into the customer service. When problems arise and NetSuite is markedly absent, it forces users to try and craft their own solutions and workarounds. This is a huge headache, especially compared to the ease of Zoho, with its interwoven network of applications. In the end, having a team of Zoho experts at your service gives you the peace of mind to attend to your business.

When you use Zoho, you have the advantage of Zoho Support and an interface that is easier to manage and maintain. Plus, you can rely on ZBrains with our support retainers to help you through issues with implementation. This setup stands in stark contrast to NetSuite, whose support plans are likely more expensive, necessitating a dedicated NetSuite resource that is pricier.

Winner: Zoho

Zoho is simply better in this category, with NetSuite customers forced to endure more expensive support that isn’t always readily available to meet your needs.

Who’s it For?

Comparing NetSuite vs Zoho CRM, it is evident that they offer some of the same functionality, but the two software programs are ultimately suited for different audiences. The price point of NetSuite makes it much less accessible for smaller companies; conversely, Zoho CRM is much more affordable, providing startups, small companies, and medium sized businesses with a fully baked  CRM / ERP solution that does not break the bank. Given the capacity of NetSuite, booming businesses that excel with Zoho CRM often make the jump to Oracle when they have the financial security.

When evaluating who uses NetSuite vs Zoho CRM, there are some important questions to consider:

  • How much will implementation cost?
  • How much will ongoing maintenance cost?
  • Will you have to hire an on-site expert?

These issues hearken back to customer service, more specifically how the Zoho Consulting and Support we at ZBrains provide is cost-effective. A final note on cost, ZBrains offers flexible pricing for consulting time – we offer hourly consulting  blocks a more desirable option than having to hire someone and pay them to be on-site as a full-time employee. (ZBrains wants to be part of your business solution, we aim to be a partner and not just a pump and dump IT shop).

The bottom line here is, we understand the unique needs of the industry, and our knowledge of manufacturing is translated directly into an ERP solution that can be personalized to your business.

Winner: Tie

There’s no clear favorite here, as both programs offer similar applications. However, the important distinction are the stark differences in support plans and the ERP gap that ZBrains bridges for Zoho users.

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Zoho CRM vs. NetSuite

Zoho CRM vs. NetSuite: The Ultimate ERP Showdown (Part 1)

Zoho CRM vs. NetSuite: The Ultimate ERP Showdown

zoho vs netsuite

Businesses of all sizes and industries operate efficiently with the help of Customer Relationship Management (CRM) software. From closing deals to managing budgets to juggling the schedules of multiple field technicians, these magical pieces of software help CEOs everywhere rest easy with invaluable automations. However, how do you decide which CRM is right for you? Choosing a CRM that works best for your business is no easy task; but, we aim to ease your concerns, answer your questions, and illustrate the pros and cons of two different software packages in this comparison article. Read on to discover the details of Zoho CRM vs. NetSuite: how they are similar, how they are different, and they affect the bottom line for your company.

Zoho vs NetSuite CRM Usability

A program’s ease of use significantly influences customer opinion of that software. This is so because a clunky UI can be incredibly frustrating and ultimately destroy buy-in for that software. Unfortunately, many NetSuite users have voiced their displeasure with the UI, commenting on it feeling outdated and depressing. You can read their thoughts on Oracle NetSuite, both good and bad hereOther complaints from NetSuite customers reference the subpar search function,  noting how difficult it is to find things and how the CRM is not intuitive. Last but not least, NetSuite has built a reputation for not integrating well with other systems.

By contrast, Zoho CRM is known for having a user friendly interface and marries all of its applications very well. Plus, if Zoho customers encounter any issues, we at ZBrains are here to help. Our team aims to please, as evidenced by our collection of useful integrations:

Winner: Zoho CRM

Ultimately, the frequency of user complaints about NetSuite gives Zoho the edge here.

zoho vs netsuite

Overall Value of the CRM

When discussing the overall value of Zoho vs NetSuite, it’s important to note that NetSuite carries the Oracle name. This distinction, in turn, makes the software more expensive. Although on the surface the applications within both CRMs appear to be the same, one can purchase Zoho for considerably less.

Also noteworthy in this category are the complaints of NetSuite users, who grumble about the CRM out of the box. Multiple users mentioned the hassle of having to buy more add-ins just to get the essentials of the software to function properly. This folds into an often overlooked cost, the implied cost. We will go into implied cost in more detail in a future article, but in essence, NetSuite support plans post launch are likely very expensive, requiring a NetSuite (Oracle) resource that is pricier in the long term.

Explained further, NetSuite is an ERP solution that has all the big-box player financial tools out of the box, as well as several integrations. On the other hand, Zoho out of the box does not have full ERP functionality, but it can be augmented quickly and cost effectively when combined with our Zoho ERP. The difference is that when you combine Zoho with our Zoho ERP the result is better than NetSuite because our solution incorporates a full end to end business engine into a single Zoho app suite.

Winner: Zoho CRM

Zoho tops NetSuite in this category, in particular because of the required add-ons you need for NetSuite in conjunction with the implied costs of future support.

This is part one of a two-part series.  Click here for more analysis in part two.

Exterior of Cross Campus Downtown Los Angeles location

Zoho Community Meetup at Cross Campus DTLA

Zoho Community Meetup at Cross Campus DTLA

At 1PM on Wednesday, October 3rd, ZBrains will host our next Zoho Community Meetup in the heart of downtown Los Angeles Cross Campus:

800 Wilshire Blvd. Los Angeles, CA 90017

Come learn how ZBrains provides solutions to the most common Zoho CRM challenges. This event is FREE and open to the public!

Community Meetup Agenda

Join ZBrains as we help you better understand the Zoho CRM, journeying through the following topics:

Zoho Projects

  • Plan, track, and ensure positive collaboration among your employees. Projects allows for better time management and resource utilization.

Zoho Creator

  • Whether you need complex processes automation or just less tedious work on your plate, Zoho Creator lets you craft a custom app that fits your business.

Zoho Campaigns

  • Building a strong customer base is made that much easier with smart email marketing campaigns, and Zoho Campaigns helps you do that and then some.

POP and IMAP for Better Email Management

  • Achieve a greater understanding of POP and IMAP, and how Zoho integrates with them through various email clients.

SalesInbox to Prioritize your Emails

  • The email client built exclusively for salespeople to bring the most valuable emails to the forefront.

MS Outlook plugin to manage emails, contacts, and events

  • Collaboration is key, which is why this plugin pulls from your emails, tasks, and calendar for one convenient data hub.

Layouts for dynamic customization

  • Custom layouts allow you to tailor your CRM for your business, including the fields that are relevant for your industry.

Subforms to associate multiple line items to a primary sale

  • Custom-create subforms to add accessories to a primary product, or add contact details to accounts, among other uses.

API version 2 for enhanced integration capabilities

  • Released in February 2018, this updated API includes better call methods, output responses, and more!

Zoho CRM Integrations

  • Zoho Projects
  • Zoho Creator
  • Zoho Books
Maximize Business Processes with Zoho Flow

Maximize Your Business Processes with Zoho Flow

Even if it’s not immediately apparent, your business has all kinds of moving parts that contribute to its overall performance– and, sometimes one bad part can bring down the whole lot. Even if you have a suite of Zoho apps that function like a well-oiled machine, if you aren’t automating simple workflow processes between apps, chances are you’re losing out on valuable productive work time. With this in mind, Zoho has created Flow, a tool to do just that: help your business do what you want it to do with very little extra input by helping information flow across your third-party apps to your Zoho apps automatically! Zoho Flow brings the power of Zoho into even more of your business and allows for all sorts of optimization that wasn’t possible before, giving you the power to make the very most of your most significant and repetitive workflows.

Zoho Flow iconHere’s how Zoho Flow helps you maximize your Business Processes

Within the workspace, you’ll find a handful of tools to keep your workflows organized and manageable. Here’s a breakdown of six key areas to get you started!

 

User-friendly Flows Custom Builder

Search and create new workflows in the Zoho Flow Builder Tab! Here, you can connect and integrate the key applications that your business uses. This dynamic builder helps you to visualize and customize your workflows as needed. Begin by giving your workflow a name and description if desired, then use the easy drag-and-drop function to configure the apps you use, and the triggers, actions, and steps that follow. Use Flow’s logic to create contextual workflows and introduce decision branches. Build, configure, or edit your workflow by using four simple builder tools: Save, Auto Arrange, Undo, and Redo.

Advanced Flow Design

Need to customize your integrations further? Zoho Flow allows you to get down to the nitty gritty using Zoho’s Deluge scripting language. Using the Customer Functions tool, you can solve your integration complications and create more detailed automated decisions. Flow gives you the ability to use Deluge scripting for complex functions, workflow reformatting, and creation of advanced decision workflow trees. Whether you choose the simplified editor or custom function, Zoho Flow enhances visibility into your workflows and makes it easier to automate processes than ever before.

Data-driven Insights Dashboard

zoho flow data-insightsWith Zoho Flow, you don’t have to sift through multiple applications and platforms to manage and track your business workflows. Keep track of total, live, paused, and drafted flows in the Dashboard. This gives you full visibility of your processes and metrics to get real-time data driven-insights about your workflows, up to the current year’s execution success or failure rate. The Dashboard gives you actionable insights into your flows to help you determine what works best. As soon as a workflow isn’t executing properly, you’ll know, and you’ll be able to address it! View your top five flows and recent executions as well to stay on top of your business processes.

Monitor and Troubleshoot Flow History

zoho flow history-monitorEvery action of your workflows is recorded, making it convenient to track and troubleshoot what may have gone wrong. With a centralized log of the history of each of your workflows, you can identify any actions and problems as they occur. Apply filters to view a specific timeframe on the specific workflow in mind. This tool allows you to troubleshoot and fix any issues as they arise, instead of waiting until they occur again, or they turn into bigger issues.

Coordinate and collaborate with your team

When building workflows across multiple teams, or across multiple departments, it’s important that you orchestrate your processes and functions together. Collaborate with your team, and save time with the ability to add members to your flows, and build workflows that will benefit everyone involved. Manage the members of your team and decide their user-level and deactivate, reactivate, or remove members. Your team can also share, unshare, test, and reconnect connections to limit and allow the flow of data as needed.

Explore Templates and Apps in the Flow Gallery

Wondering if there’s an app you aren’t using yet that will maximize your control and automate your business to perfection? Zoho has identified common workflows and created convenient templates for you to explore and use if you see fit. With over 90 applications (and counting) to choose from, and 200 templates (or Flows) that cover the most important automations, you can explore ideas and solutions you may not have thought of on your own. This growing collection features the bios, triggers, and actions of all the apps available that you can use to simplify your business’s workflow processes.

Zoho flow gallery


Interested in learning more? Reach out to a member of our team today! We’re 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 Live Zoho Blueprint Q&A Webinar next Thursday, Feb 22nd at 10 am PST. Ask a Certified Zoho Consultant your questions, and if you stump him we’ll buy you coffee! 

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4 Common Problems Manufactuers Face and how zoho and zbrains can solve them

Top 4 Problems Manufacturers Experience and how ZBrains can help!

zoho manufacturing

Manufacturers hold the most important position of all at the figurative heart of most any tangible good: if they hadn’t made it, you wouldn’t have it.  Even with such an obvious thought – and so much importance given to manufacturers generally – many of these companies still operate at a fraction of their full potential, owing largely to problems that are in their control but not always so easy to really sit down and tackle.

Here are 4 common issues in the manufacturing industry that Zoho and ZBrains can help improve.

Lack of Lean Manufacturing Methodology

Lean may be the way to go for some, but many businesses still struggle with outdated production methods, multiple exchanges of inventory, too-large lots, and below-average build quality as a result.  Many of these issues stem from a simple lack of a system to help manage production correctly, and implementing a system that accounts for leaner manufacturing can quite literally help turn a struggling business around – or even just help boost sales and improve productivity.  Zoho Inventory can help manage inventory in multiple warehouses, and the more robust Zoho Creator ERP can help you order your raw materials more effectively, manage your picking, and even optimize your production routing, all ultimately helping to reduce wasted product and time.

zoho manufacturing forecasting mobile

Subpar Forecasting

If you don’t know who’s buying what, and when they’re buying it, you’re left with too much or too little to move your product at the correct pace. Future forecasting in Zoho Inventory gives you better visibility into what is needed with custom dashboards and less data input. Insights into customer trends and demands gives valuable feedback into what your optimal reorder point is and can help you use older inventory as needed. Data-driven insights help you understand your customers on a whole new level, allowing for more accurate forecasting into the material needs for production.

Bad Customer Experience, Leading to Worse Business Experience

Are you getting your customers what they want, when they want? With the advent of online reviews and the popularity of the instant gratification mentality, consumers have more input than ever before.  Sales can definitely be stifled by bad data or inaccurate lead times, and your customers can definitely be disappointed by the slow turnaround. At times, products are even sent to market without proper development because somewhere else in the supply chain, someone dropped the ball, and you’re left to pick up the slack. Maybe you just have a supplier that simply doesn’t suit your operation anymore. These are all common issues that can contribute to a less-than-stellar customer experience.  However, using a tool like Zoho CRM can give you not only the visibility you need to gauge the overall health of your manufacturing or distribution business, but can directly help your sales staff engage your customers and vendors – and, in the process help you see where to improve things.

zoho manufacturing chart

Resistance to R&D

If you’re not already ahead of the curve and using a streamlined ERP solution to manage your inventory and orders, changing the way your business operates to adapt to the technological environment may seem daunting. Why bother if resistance from your team or adaption to new technology will only take away from the main goal of delivering a product, right? Adopting new technology to fuel your business isn’t just a set-it-and-forget-it phase; it requires continuous input and adaptability. But, when done correctly, you’ll find your business flows like never before, with less waste, and even less money spent!

At ZBrains, we’re here to help you face all these problems head-on with the help of our Zoho certified consultants and our slew of software solutions.  Interested in learning more? Reach out to a member of our team today! Give us a call at (888) 207-4111 or click the button below and we’ll reach out to you. You can also join one of our upcoming Live Zoho Q&A webinars on Feb. 9th at 9 am, or Feb. 22nd at 10 am.

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zoho zbrains field services

The Zoho, ZBrains, and Field Service Relationship

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 companies and improved customer experience?

zoho field services architect

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:

zoho field services mobile devices

Integration

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.

Automation

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.

Mobile-Readiness

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 Zoho 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!

zoho field services happy customer

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.

ZBrains is able to ascertain just how Zoho can be best used for your business by engaging you in an exploratory consulting session called a Business Process Analysis.  In this session, a ZBrains consultant takes full stock of your business and can recommend a Zoho solution that is customized for your business – and then, construct the resulting system according to that vision.

 

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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