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Tag : QuickBooks Desktop

Zoho Quickbooks Integration

Zoho CRM Integration: Benefits and Process

Published on: August 23, 2023Category: Zoho CRMLast Updated: December 6, 2023 Comments: 0

With more than 80 percent of the SMB market share, QuickBooks is by far the world’s most popular accounting software. Businesses use QuickBooks to track income and expenses, pay bills, send invoices, and produce files and reports for their accountants. Integrating Quickbooks with Zoho CRM takes account management capabilities even further, automating repetitive data entry processes and enabling more agile interactions with customers.

Simplify Sales and Order Process: QuickBooks Integration with Zoho CRM

Integrating QuickBooks with Zoho CRM saves businesses a lot of time by eliminating the need for duplicated, manual data entry. Integration helps to lessen errors in the sales and order process and eliminate data conflicts by synchronizing contacts, quotes, products, vendors, sales orders, invoices, and other data fields.zoho crm

Following integration, the salesperson can enter the order in CRM and the software manipulates the record type as the order is processed, filled, and invoiced. Once the order has been filled and invoiced, the software syncs the information back to the original system.

The process of integrating QuickBooks differs depending on whether you use QuickBooks Online or QuickBooks Desktop. Here’s an overview of the integration process for each.

QuickBooks Online <> Zoho CRM Integration

For QuickBooks Online, there are two integration alternatives – using Zoho’s integration platform, Zoho Flow, or using a service provider to allow custom syncs.

Zoho Flow is Zoho’s DIY tool for connecting cloud applications and automating complex business workflows without needing to write any code. The platform works with over 400 business applications (including QuickBooks Online) and offers over 500 ready-to-use integrations. Its drag-and-drop integration builder can also accommodate a degree of custom integration. If you need deeper integration or run into problems using Zoho Flow, reach out to us at ZBrains.

Companies that need custom synchronizations or don’t feel comfortable undertaking such an important task on their own should work with an experienced service provider like ZBrains. We’ve done hundreds of QuickBooks Online <> Zoho CRM integrations.

Modules That Can Be Synced

Essential modules that can be synced in a QuickBooks <> Zoho CRM integration include:

  • QuickBooks Customers with Zoho CRM Accounts
  • QuickBooks Customers with Zoho CRM Contacts
  • QuickBooks Items with Zoho CRM Products
  • QuickBooks Vendors with Zoho CRM Vendors

Transactional modules that can be synced include:

  • QuickBooks Invoices with Zoho CRM Invoices
  • QuickBooks Sales Orders with Zoho CRM Sales Orders
  • QuickBooks Estimates with Zoho CRM Quotes
  • QuickBooks Purchase Orders with Zoho CRM Purchase Orders

Other modules that can be synced include but are not limited to:

  • QuickBooks Jobs <> Zoho Deals
  • QuickBooks Payments <> Zoho Payments

Major Steps in the Integration Process

All integrations include at least seven major steps, starting with the discovery phase and continuing through ongoing support post-integration.

Discovery

Before any work begins, there should be one or more planning sessions to develop the information needed to create integration specifications. These specifications will be followed in field mapping, deploying the integration, and establishing the appropriate settings.

Systems backup

Next, test environments and data backups of both QuickBooks and Zoho CRM should be created before the integration deploys.

Deployment and Testing

The deployment process, which includes integration planning, data cleanup, and field mapping, is typically completed in less than one day. That includes time spent meeting with the deployment engineers, creating test records, and verifying data.

This process typically incorporates screen-sharing sessions and involves the use of a tool such as ZBrains AgilitySync.

Sync and migrate data between systems

Data from Zoho CRM to QuickBooks or QuickBooks to Zoho CRM can be migrated from as far back as 2012. This is a labor-intensive process that normally adds 2-4 weeks to the integration timeline.

Ongoing support

However your integration is undertaken, you will need ongoing support for tasks such as mapping and settings changes, bug fixes, and answers to any questions you may have along the way.

Efficient QuickBooks Desktop Integration: Expert Guidance

Since QuickBooks Desktop is locally hosted, integrations are more complicated and there is no ready-made integration option.

You will need to use a service provider who can help you decide whether integrating directly to Zoho CRM or migrating first to Zoho Books is the best option for you. ZBrains has extensive experience working with companies on their QuickBooks Desktop integrations, with or without a Zoho Books migration.

Conclusion

Any business can reap the benefits of a QuickBooks <> Zoho CRM integration, from saving time and eliminating data conflicts, to strengthening the sales cycle and enhancing the overall customer experience. ZBrains provides total deployment assistance for QuickBooks <> Zoho CRM integrations, including standard and custom field mappings, data migration, conditional syncing, and more.

Reach out today for more information.

ZBrains Magento Integration for Zoho

Zoho & Magento Integration: Improving Business & Sales

Published on: November 30, 2018Category: Certified Zoho Consultants, Success Stories, Zoho Creator, Zoho CRM, Zoho IntegrationsLast Updated: June 14, 2023 Comments: 0

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, and Google Drive.

Zoho CRM vs. NetSuite

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

Published on: November 9, 2018Category: Certified Zoho Consultants, Zoho Creator, Zoho CRM, Zoho FeaturesLast Updated: May 16, 2023 Comments: 1

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.

[yop_poll id=2]

Zoho CRM vs. NetSuite

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

Published on: November 3, 2018Category: Certified Zoho Consultants, Zoho Creator, Zoho CRM, Zoho FeaturesLast Updated: October 8, 2024 Comments: 0

Zoho vs. NetSuite: Choosing the Right Business Software

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.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.

Overview:

Zoho:

  • Zoho stands out for its affordability and versatility, offering a diverse range of applications, from CRM to finance.
  • It caters primarily to small to medium-sized businesses, providing them with cost-effective solutions.
  • Additionally, Zoho boasts a user-friendly interface and customizable features.

NetSuite:

  • NetSuite, on the other hand, is a comprehensive, cloud-based ERP solution designed to cater to larger enterprises.
  • Renowned for its scalability and robust financial management capabilities, NetSuite is a preferred choice for corporations.
  • NetSuite offers a plethora of modules, including ERP, CRM, and e-commerce, making it a one-stop solution for enterprises.

Features Comparison:

  1. Pricing:
  • Zoho typically offers more budget-friendly pricing options, making it accessible to startups and small businesses.
  • In contrast, NetSuite is known for its higher price point, which is more suitable for larger enterprises.
  1. Scalability:
  • Zoho allows for scalability as your business expands, although it may have limitations when it comes to accommodating the needs of large enterprises.
  • NetSuite, on the other hand, is highly scalable and can seamlessly adapt to the growth of your organization.
  1. Integration:
  • Zoho offers integration with a wide range of third-party applications, providing you with unmatched flexibility.
  • In contrast, NetSuite boasts native integration capabilities, significantly reducing the dependence on third-party integrations.
  1. Customization:
  • Both platforms provide customization options; however, Zoho is renowned for its user-friendly customization features.
  • In contrast, NetSuite offers extensive customization capabilities but may require a higher level of technical expertise.
  1. Support and Training:
  • Zoho ensures adequate customer support and offers various training resources to facilitate your software adoption journey.
  • NetSuite, on the other hand, excels in providing robust customer support and comprehensive training, which is essential for complex deployments.

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 here. Other 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.

Zoho CRM

Unlocking the Power of Zoho CRM: Discover the Benefits You Can’t Outgrow

Published on: June 28, 2017Category: Commission Calculator, Zoho CRM, Zoho FeaturesLast Updated: July 20, 2023 Comments: 0

When you are searching for the ideal CRM that will suit your business, there are plenty of criteria that must be considered – such as price point, features and functionality; yet, one point that is not always considered is the ability to scale. Arguably, this is one of the most important criteria points that your team needs to review before signing on the dotted line. Why? Because most businesses want to scale and grow, which means that you need to find a CRM that will scale with you. When it comes to the Zoho CRM, the benefits of this software are many and, rest assured, it’s a CRM that will scale with you and your business.

Unveiling Zoho CRM’s Endless Benefits & Scalability

zoho global

#1. You’ll join the ranks of global brands.

Did you that Zoho is used by the likes of Amazon, Benchmark, Mogl and Selectra?

They all have one thing in common. They’re huge.

All of these brands (and so many more) are massive in nature, and global in business reach. They rely on Zoho, and Zoho has scaled with them along the way.

#2. Zoho add-ons and integrations will expand your team.

There are many integrations that Zoho offers, and many that we offer here at ZBrains. Below are our favorites:

Commission Calculator

This calculator is something we offer here at ZBrains. The calculator helps determine commission calculations, approvals, statements and payroll integration. You can learn more here.

zoho quickbooks integration

QuickBooks integration

Need to update customer purchases, sales orders, invoices and more? Integrating QuickBooks with Zoho CRM allows you to know where your clients are at in every point of the cycle.

SmartScheduler

The SmartScheduler from ZBrains gives you the ability to search through employee information such as calendar availability, proximity to client, area of expertise, and any other data that can be collected from Zoho. This gives you, the business manager, the ability to set appointments with others in as easy as 1,2,3.

#3. It’ll remind you when your calls and meetings are coming up.

Instead of adding new team members as soon as you see growth occurring, why not consider working smarter? We love the ability to get reminders and make calls with the Zoho CRM. With the Zoho PhoneBridge, you will receive reminders to attend every scheduled call; you can also make calls from the CRM, which means you can stop wasting time by dialing phone numbers.

#4. Automation is key.

Much like working smarter with phone calls, automation will make you work smarter.

You can automate follow-up emails, processes and new meetings. For example, when you finish a call with a prospect, you can automate an email sequence to follow in order to move them further down the funnel, or develop a proposal.

zoho security

#5. New clients and employees mean you need higher security.

As you scale, you need to have the highest level of security with new clients and processes. After all, it’s difficult to scale when security is a challenge.

We’ve written a great blog on the security features of Zoho that we love here at ZBrains.

Zoho is ideal for a team of any size. Though the company focuses on small to medium businesses, should your team expand and revenue explode, Zoho will always be there for you. The benefits are plentiful, and the ability to scale delivers far beyond what other CRMs provide.

To learn more about how Zoho can scale with you, connect with us here.