Tag : crm software edition

The ZBrains Zoho Integration for Exact Online has finally arrived.

ZBrains Zoho Integration for Exact Online

Bridge the Gap Between CRM and ERP: The ZBrains Zoho Integration for Exact Online

Those who love the powerful accounting tools of Exact Online will appreciate the Zoho Integration for this popular ERP/Accounting suite. Zoho integration for Exact OnlineThe wait is officially over, Zoho can now communicate directly with this ERP. Any business owner can openly admit how much they love increased efficiency. But, the unfortunate truth is that Zoho and Exact Online have historically not communicated well. Efficiency is lost through double data entry, which creates errors and hampers the overall flow. The good news is that we at ZBrains completely eliminated this problem. The ZBrains Zoho Integration for Exact Online joins our growing ranks of supremely useful Zoho integrations.

Save Time and Increase Efficiency with Bidirectional Sync

If you use Zoho CRM and Exact Online, odds are two elements of your business do not communicate effectively. No one likes extra steps or work, which is why the ZBrains Zoho Integration for Exact Online is so valuable. Save time, avoid the headaches, and enjoy the beauty of these two pieces of software working in sync. We anticipate an organization license of 100-499 (per month). The integration will operate as both a cloud-based and on-premise planning solution.

Create Invoices in Zoho to Push to Exact Online

When you combine the capabilities of Zoho and Exact Online, the most useful end product is the invoices. Create invoices with ease within Zoho and then push them to Exact Online. Enjoy the best of both worlds: the elegant simplicity of Zoho and the processing power of Exact Online.

Exact provides world class business software for Finance, ERP, HRM, and CRM processes. All fully integrated in one front and back office system across all locations, including business analytics and mobile applications. On-premise or in the private cloud.

Key Features of the Zoho Integration with Exact Online

Although the pricing of this integration has not yet been released, we can reveal the key features to expect. The Exact Online Integration boasts integrations with the following:

Zoho Applications: Zoho Books, Zoho CRM, Zoho Creator

                                            -Sales Orders                     –Invoices

                                            -Purchase Orders             -Customers

                                            -Payments                          -Items

                                            -Bills

The Bottom Line for Fans of Exact Online

Zoho integration for Exact OnlineExact Online gives sales people more access to valuable information, which adds to their sales arsenal. Not only can they discover the top, most profitable customers, they can also see when a customer last ordered. This detail is crucial, because it helps the salesperson better plan when to reach out for another sale.

Bottom line, the Zoho Integration for Exact Online is significant. It is such a useful tool that we are confident it will appeal to companies of multiple industries. From manufacturing and wholesale, to distribution, marketing, sales, logistics, and finance/accounting. This new bridge is bound to help companies of all these various industries.

Not sure if Exact Online is for you? Itching to learn more about Zoho CRM and what it can do for your business? Look no further, as our Zoho consulting team features a healthy roster of seasoned vets eager to help you make smart technology investments. In the end, we want to help you save time and money. Whether you will gain the most from a comprehensive Business Process Analysis, some Enterprise Resource Planning Consult work, Gap Analysis or CRM consulting, we are happy to help.

Why do business owners need a CRM?

Why Do Business Owners Need a CRM?

What is CRM? A way to Save Time, Money, and Gain Functionality

As the saying goes, there’s more than one way to skin a cat. Unfortunately, that phrase fails to address which way is best. Over time, business owners have found countless ways to run their companies, using a various combination of roles, software, and automations to increase their bottom line. In the end, business owners often fail to optimize their strategy for a variety of reasons. Sometimes they figure they don’t have the time to optimize. Maybe they are set in their ways and are not open to change. This leads us to the question:

‘What are the benefits of CRM?’

As you can expect, our answer is multi-faceted. Put simply, a CRM (customer relationship management software) benefits a business by saving time, saving money, and adding functionality to it. Read on to learn about all the ways a CRM can benefit your business in the short and long term:

Organize Data and Prioritize Efforts

A solid CRM organizes your effortsBusinesses of multiple industries can benefit from CRM software. The simple act of organizing data into one centralized location will tremendously help you, your employees, and your overall process. In essence, the more you know about your customers the better you can serve them. Imagine arming yourself with knowledge of all their pain points, their inefficiencies, and archaic practices. Your employees can readily retrieve any and all information about each client, including purchases, preferences, and all other pertinent details.

CRM Software Helps You Gain Visibility

When you nurture a better understanding of your customer needs and behaviors you are better equipped to identify the correct time to promote your product. In this way you give yourself the best possible chance at increasing your revenue. Solid CRM software helps you achieve this better understanding, to the benefit of your entire team. If you are interested in learning more about Zoho CRM and how it can help your business our team of Zoho Consultants is more than happy to help!

Automate and Optimize

We live in a world that is more automated by the day, and it behooves you to follow suit to survive. Fortunately a CRM is the perfect tool for establishing multiple useful automations. It is especially useful for automating all the smaller tasks associated with a sale. Your team will appreciate the automated forms, reports, and follow-ups, taking these burdens off their collective shoulders. Furthermore, this allows them to devote more time to closing deals, resolving customer pain points, and upselling when appropriate.

Zoho CRM Integration with Other Applications

Ultimately, the integrations we’ve created for Zoho CRM make the software that much more valuable. From QuickBooks Desktop and QuickBooks Online to Wordpress, Sage, TaxJar and a host of other integrations, there is a growing list of useful integrations that are bound to make your life easier.

Whether you are a veteran of CRM software, or a complete rookie, learning Zoho CRM can be a daunting task. Luckily, the ZBrains team is here to help! Take advantage of our Zoho CRM Training and enjoy 90 minutes of private training on Zoho CRM and all the applications that connect to it.