Tag : Zoho CRM value

The Joys of Using TaxJar are numerous, a fact which every accountant can get behind.

The Joys of Using TaxJar Part 2

Establishing Nexus and Complying with State, Local, and County Tax Laws

In Part 1 we covered why you should want TaxJar, how the ZBrains CPQ tool integrates with TaxJar, and who TaxJar is for. Join us as we move towards a greater understanding of TaxJar:

When it comes to calculating your taxes and taking advantage of the joys of using TaxJar, tax nexus is vital. Determining nexus is an important element of tax compliance, and how you establish nexus can vary from state to state. Most definitions of nexus include the terms “doing business” or “engaged in business.” This blog details all the specifics regarding the various state laws.

The significant questions to ask yourself are:

  1. Do I have a location, warehouse, or other physical presence in a state?
  2. Do I have an employee, contractor, sales person, installer, or someone else working for me in a state?
  3. Do I have products stored in a state?
  4. Do my sales or number of transactions in a state exceed that state’s economic nexus threshold?
  5. Do I have a drop shipping relationship with a vendor in a state?
  6. Do I have an affiliate program with affiliates in various states?
  7. Do I cross state lines to sell my products at a trade show, craft fair, or other event?

Of note are the most common items that may not be taxable in some states:

-Grocery food

-Clothing

-Certain books (textbooks, religious books, etc.)

-Prescription and nonprescription medicine

-Supplements

-Magazines and subscriptions

-Digital products (books, music, movies, etc.)

Other Noteworthy Tax Nexus Issues

Once nexus is established it is crucial to do these three things:

-Register for a sales tax permit in that state

-Charge sales tax to customers in that state (regardless of how you sold them a product, or from where that product was shipped)

-File sales tax returns in that state

Perhaps the most obvious hurdle is the variability among state laws. For example, if you do not use TaxJar and have nexus in multiple states, you are forced to research the laws for each state on your own. This process can be tedious, especially when considering state, local, and county tax differences. Given all of this, the TaxJar automation of sales tax computation is truly an invaluable resource.

*Sometimes an identical product may be taxable in one state and non-taxable in another. A product may also not be taxable at the state level, but still taxable at the local level. *

Drop Ship, Ship Direct, and Multiple Warehouses with TaxJar

There are a few important scenarios to address when it comes to tax compliance. Drop shipping occurs when you use a vendor to ship an item directly to a customer. For example: you sell phone cases through your website and use a third party printing company to print designs on the cases before they are shipped to the customer.

Three things happen in this process: the customer buys the item from you, you buy the item from the vendor, and the vendor ships it to the customer. If your vendor has nexus in your state they must charge you sales tax on that purchase, unless you issue a resale certificate! The resale certificate indicates that the item you bought is for resale. This is where it can be complicated: you may be required to charge sales tax to your customer, and concurrently your vendor may need to charge sales tax to you.

Conversely, when shipping directly to the customer, you simply have to determine the sales tax in the buyer’s ship-to address.

Last but not least is the multiple warehouses scenario, which dictates that you must charge sales tax to buyers living in every state where your inventory is warehoused. A great example where this law may be overlooked is when sellers put their products Amazon FBA (Fulfillment by Amazon). It is easy to forget that you need to charge sales tax for buyers living in each state that your goods are warehoused through Amazon FBA.

API and Customer Service

One beauty of TaxJar is the SmartCalcs Sales Tax service, which is very easy to utilize using modern restful APIs. Once integrated, it can easily determine if, when, and how much sales tax to collect. Collect the right tax amount every time you sell a product! It also makes sales tax reporting and filing easier for you or your merchants. The SmartCalcs Sales Tax service is clearly one of the best joys of using TaxJar.

The New Kid on the Block: Economic Nexus

As of June 21, 2018, a new law went into effect: Economic Nexus. This nexus law requires that sellers collect sales tax in a state because:

-They make a certain dollar amount of sales in that state (most common threshold is $100,000 per year)

-Have a certain number of sales transactions in that state (most common is 200 per year)

Approximately half of the states with a sales tax have economic nexus laws, and more states have announced they will soon also pass economic nexus laws or regulations.

The Shortcomings of TaxJar

Although this blog explores the joys of using TaxJar, we would be remiss if we did not mention any of the problems. Despite all of the areas in which it excels, there are some caveats. Most notable is that it is not very flexible. The good news is that within Zoho Creator, you can perform your tax reporting without going to TaxJar. From drag and drop reporting and ad hoc reports to all the transactions in Creator, the bottom line is that it is easier to use than TaxJar. Simply use TaxJar to acquire accurate percentages, and then store that data back in Zoho Creator to generate your own reports.

Whether you are trying to determine tax nexus or simplify your tax compliance process, TaxJar can get you there. Explore this handy software for yourself and ensure you calculate your taxes with accuracy.

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

The way software appears to a user, the user interface, is a significant determining factor in customer opinion of that software. Navigability is huge, because a clunky UI can be incredibly frustrating and ultimately can turn users off entirely. 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 playing well with other systems, i.e. lack of intuitive integrations.

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 these two pieces of software when comparing Zoho vs NetSuite, it’s important to note that NetSuite carries the Oracle name, and is therefore more expensive with that enterprise label. Although on the surface the applications within both CRMs appear to be the same, the main difference is that Zoho is considerably less expensive.

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 and 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. Considering the entire value provided, you have access to the Productivity app suite of Zoho to centralize your business processes and reduce administrative overhead created by a combined solution built on Zoho’s native Creator platform.

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.