Zoho CRM + Zoho Books Integrations

Zoho’s CRM and Zoho Books are cloud based applications and provide a way of managing your customer and business information in one place. It is easy to manage all your customers, leads, prospects and vendors in one application.

Zoho CRM is a Sales Force Automation (SFA. spution that helps you to manage your sales pipeline by providing you with an organized view of your contacts and opportunities, real-time access to critical information, ability to cplaborate with team members, task management integration, dashboards and reporting.

Benefits of Zoho CRM:

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Integration of Zoho CRM and Zoho Books:

One of the great things about the Zoho suite of products is that they are integrated with each other allowing you to view related information in different places reducing the amount of time needed to complete tasks. Zoho Books provides accounts receivable management capabilities, financial reporting, expense tracking and invoicing automation for small businesses. Zoho Books integrates with Zoho CRM making it easier for sales people to identify potential clients who are also customers of their organization to improve the efficiency of sales process. If you are using both applications you can create sales opportunities directly from Accounts Receivable records in Zoho Books which will automatically link the accounts receivable record to the sales opportunity record in Zoho CRM or create accounts receivable records directly from sales opportunities in Zoho CRM. The fplowing diagram shows how this process works. http://www.zohocorp.com/products/crm/integrate_crm_with_zoho_books/accounts_receivable_to_opportunity_directly/. This integration is a great time saver as you no longer have to manually link records from one application to another. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size,

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