Zoho CRM + ShipRocket Integrations

Zoho CRM?

Zoho CRM is a cloud-based Customer Relationship Management (CRM. software that helps companies to manage their customer interactions, campaigns and marketing efforts. It can be accessed from any device (laptop, desktop, mobile or tablet. It is a free application for up to 10 users and has premium plans starting at $9 per month. Zoho CRM is built on the Google Apps Platform, making it a trusted choice for Google Apps customers.

ShipRocket?

ShipRocket is a 3PL logistics company that simplifies all the logistics related activities of its customers. It provides its services in all 50 states in the US and even in Canada. The company’s system includes apps for both drivers and shippers to make shipping easier and faster. It also offers integration with other popular applications such as Zoho CRM and allows customers to track shipments online, view order history, etc. ShipRocket also helps customers streamline their business processes by integrating with accounting systems, email services, etc.

Integration of Zoho CRM and ShipRocket

Integration of Zoho CRM and ShipRocket will allow businesses to:

• Manage Customer Relationships

Zoho CRM allows businesses to easily manage their large number of customers across various channels such as phone, email, social media, etc. Businesses can contact most of their customers through Zoho CRM’s email service rather than using a separate email client. Moreover, they can send automated emails based on conditions such as time of the day, order history, etc. They can also quickly update customer information such as address, phone number, etc. This eliminates the need for manually tracking customer information, updating it in multiple areas and losing information through mistakes.

• Track Orders Easily

The integration of Zoho CRM and ShipRocket enables businesses to keep track of all their orders in one place. They can search for orders using various terms such as order number, type, status, etc. They can also quickly find the status of an order by clicking on the order number or accessing it from a list of orders in the view section. They can also create notes about a particular order so that they don’t forget important details about it while interacting with customers. A summary report of all orders including total revenue generated, average revenue per order, etc. can also be viewed from the summary tab. This report is useful for businesses to understand how well they are doing financially.

• Streamline Business Processes

Businesses can streamline their business processes by integrating their accounts receivable system with ShipRocket’s sputions. This allows them to directly import invoices from ShipRocket into their accounting systems instead of manually entering them into the system. They can also send invoices from Zoho CRM directly to ShipRocket which will give them a single point of access for all documents related to an order. This will eliminate the need for manually printing documents and sending them via mail or fax to ShipRocket for processing. The integration also allows businesses to automatically generate bills based on ShipRocket’s shipment records for all the shipments that have been sent through ShipRocket’s platform. This will minimize the amount of time that is currently spent on generating invoices manually and sending them for processing through postal services or couriers. Businesses can also integrate their inventory management system with Zoho CRM and setup automatic replenishment rules so that they don’t run out of stock unexpectedly. In addition, they can automate the process of updating inventory levels when they receive new shipments through ShipRocket’s platform and automatically send out purchase orders after the inventory level reaches a specified threshpd.

Benefits of Integration of Zoho CRM and ShipRocket

• Better Customer Experience. Integration of Zoho CRM and ShipRocket will help businesses provide a better customer experience by allowing them to communicate with their customers more effectively without spending too much time on manual data entry or tracking down information about customers who have placed orders before. For example, a business can easily keep track of the status of an order using Shiprocket’s tracking app and update the customer about it accordingly without having to spend time looking up past orders using yet another system or manually confirming that the order has been received by checking for a tracking number. Moreover, businesses won’t have to worry about losing customer data since it is automatically updated on Zoho CRM for all future orders. In addition, businesses will be able to provide a better customer experience by sending out customized emails to their customers based on their needs instead of sending out generic emails which may not be relevant or even read by the customer. For example, if a business wants to send out an email reminder about an upcoming event which is relevant only to some customers, they can use conditional fields on Zoho CRM such as order number, customer name etc. to send out emails only to those customers who are likely to attend the event.
• Better Productivity. Integration of Zoho CRM and ShipRocket will help businesses become more productive by automating certain processes that are currently done manually by employees or third party vendors. For example, businesses can automate their accounts receivable process by importing invoices from ShipRocket into their accounting system instead of manually entering them into it which will save them significant time compared to manual data entry which invpves additional steps such as printing documents, scanning them into PDF files, sending them through MMS/email/fax services and then waiting for these services to send them back so that they can be entered into accounting systems later on. As another example, businesses can use automated billing rules to generate bills based on records from ShipRocket’s shipment platform instead of manually taking print outs of shipment records from ShipRocket’s platform and inputting them into their own billing system or invoice generation software which takes even more time than just copying data from one platform to another. In addition, they can set up automatic replenishment rules so that their inventory levels remain at optimum levels without running out of stock unexpectedly which would create a bad impression among customers since deliveries might get delayed due to stock outs which is not good for business. Businesses can also automate their purchase order generation process by setting up automatic replenishment rules so that purchase orders are generated automatically when inventory levels reach a particular threshpd instead of having to do this manually after receiving new shipments from suppliers through Shiprocket’s platform which would take even more time than just generating purchase orders automatically without having to use any third party software or software developed in house since this would invpve additional steps like searching for purchase order numbers in multiple databases etc.

The process to integrate Zoho CRM and ShipRocket may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.