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Tag : zoho crm integrations

zoho for manufacturing and distribution

How Zoho Can Solve Business Problems for Manufacturing and Distribution Companies

In this article, we’ll look at how to solve business problems around three common issues we’ve seen impact others in your industry and share some ideas that have been successful for them. Zoho solves business problems for many types of businesses, but Distribution and Manufacturing by the nature of their industry are especially suited for the use of Zoho CRM and other Zoho applications.

You might spend time trying to solve for traveling work orders, time tracking, asset management, RMA and MRP requirements. If you’re encountering them, these problems can take up a lot of time and inhibit innovation.

You’d rather be focusing on hard numbers, actionable steps, and measurable KPI efforts like:

  • operating efficiency
  • utilizing capacity to the fullest extent
  • keeping a keen eye on profitability
  • working to ensure that your shipping is staying on time

These days you may also be looking for even more in-depth functionality in order to do more with existing resources, including redeploying talent, improving productivity, and shifting operations. Let’s take a closer look at three problems in manufacturing and distribution that Zoho can help you solve.

Problem 1: You’re aiming for Lean Manufacturing goals and falling short

Lean manufacturing goals with ZohoAs a decision maker in the manufacturing industry you need to introduce and foster ideas and methods to increase sales, manage orders and the warehouse, and more. You do all of this while trying to keep a pulse on the end-to-end tracking of your process, too.

Zoho Inventory helps here:

  • So you can manage inventory in multiple warehouses.
  • It integrates with Zoho CRM and Zoho Books to automatically sync contacts and your orders.
  • You get a few steps closer to the financial data you need, while addressing lean wastes of waiting and extra processing.

Zoho Inventory not cutting it? No sweat, tools like FieldTech have been produced for more robust ERP requirements using Zoho Creator for things like inventory management, and to optimize your production routing.

These ideas scratch the surface of the data you can access with the Zoho ecosystem.  How else could organized and actionable data provide information to help guide your lean manufacturing efforts as you solve business problems you encounter?

Problem 2: Forecasting for your business is a foggy endeavor

forecasting for distribution and manufacturingYou need visibility to what’s being produced, purchased – and when –  in order to make the best inventory management decisions. And if you can get the information in a tidy dashboard with less data input, even better!

Zoho Inventory provides data-driven insights to help you understand your customers in a meaningful way. You gain a more accurate forecasting for production material needs.

Add Zia’s prediction tool in Zoho CRM to take advantage of key business indicators such as the likelihood of a lead converting to a deal, revenue forecasts, and how likely a site visitor is to purchase. Zia predictions can be implemented for both standard and custom modules so your business can take advantage of this tool.

What predictors would be most meaningful for your organization?

Creating a prediction using Zia is relatively straightforward, but you can also work with a ZBrains Zoho Certified Consultant to get a head start on taking advantage of your data.

Finally, in addition to predictions, Zia also looks for trends. Using the data you have, Zia relies on past experiences to offer predictions. Receive alerts for spikes or dips without having to check on a dashboard daily. Decide if you want notifications about leads, contacts, deals, tasks, events, calls, email, or something different depending on the components you select for Zia to watch.

Having the power to forecast and even predict business events in distribution and manufacturing is essential to smooth operations.

Problem 3: You need solve business problems more quickly and spend more time on innovation

people meeting with laptopUntangling from daily business operations and on-the-fly problem solving in your organization can be a daunting undertaking. In other words, it’s time to start solving those issues more quickly. You want to resolve them completely so you have time to devote to innovation.

Naturally, this is where a business can cut even more of the lean wastes. They can spend money less on operations, and begin to excel. If you had the time, what innovation would you put into place immediately for your organization?

Having a plan to remain adaptable, and the visibility to metrics you need to communicate for success starts with information architecture. Zoho’s CRM and streamlined ERP solution to manage your inventory and orders, along with the multitude of possible integrations to fit your process is a great place to start your journey. Consider this change if you currently:

  • Pay for several systems wherein a change to one affects the others resulting in development expenses.
  • You manage multiple vendors, and spend a lot of time reiterating the same business needs and goals.
  • Your teams are working from siloed data.
  • Existing systems make global reporting cost-prohibitive and time consuming.

Start with a Zoho solution that gives end-to-end visibility to your organization. Quit struggling to track, report, and act on data. Finally start solving problems for good so you can achieve a better, leaner business.

Begin solving business problems for your manufacturing or distribution organizations with Zoho solutions.  Don’t put it off any longer, contact us for an assessment that’s geared specifically to your business – our ZBrains team of Zoho Certified Consultants are eager to help!

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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, 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