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Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.
SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.SugarCRM Integrations
It's easy to connect Zoho Invoice + SugarCRM without coding knowledge. Start creating your own business flow.
Triggers when a new Contact is added.
Triggers when a new point of contact is added to an existing contact.
Trigger on a new invoice (with line item support).
Triggered when a new project is added.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
Create a new case
Zoho Invoice is a free, integrated and easy-to-use business management suite that helps you get paid faster and save tens of thousands of dplars every year (Zoho, 2014. Zoho Invoice is designed to be easy to use and can be implemented within minutes. It helps manage the entire business process from creating invoices, sending them to customers and managing payments. You can also track and manage your contacts, create sales orders, track receivables and payables, send bills and reminders and so on.
SugarCRM is a leading customer relationship management software for small and medium organizations. SugarCRM is used by over 100,000 organizations worldwide. It provides many features that help businesses in sales, marketing, service, support and custom application development. The key feature in SugarCRM is the Extensibility Framework which enables you to add new features without any coding. This flexibility allows users to add custom applications to meet their needs.
Integration of Zoho Invoice and SugarCRM can help businesses in several ways. In this section we will discuss these benefits.
Benefit 1. Getting Paid Faster
Managing receivables well can reduce your working capital requirement. This means that you will have a higher cash flow available for other tasks in your business. You can use this cash flow to grow your business or buy assets that can help you increase productivity. Integration of Zoho Invoice and SugarCRM will help you get paid faster because your customer can see his/her receipt status in SugarCRM. When the customer sees this status he/she knows that the invoice has been approved by you and they are more likely to pay sooner. This reduces the number of days outstanding on an invoice by up to 15% (Zoho, 2013.
Benefit 2. Cost Savings
Integration of Zoho Invoice and SugarCRM helps businesses save money by reducing paper usage. You can send PDF invoices directly from Zoho Invoice. These invoices are sent as emails with links which are easier for customers to view than PDF files. Most times customers prefer to review their invoices online rather than on paper. Integration of Zoho Invoice and SugarCRM also eliminates the need for you to print reports regularly. You can use the reports available in Zoho Business Intelligence instead. They are more detailed than any report you can generate from Zoho Invoice alone. Furthermore, the reports are available on demand so you do not have to wait until they are printed to see your business growth trends. Integration of Zoho Invoice and SugarCRM allows you to improve cash flow by reducing the number of days outstanding on an invoice because you are using fewer resources to manage invoices. This helps you avoid late fees on late payments too (Zoho, 2013. So far we have discussed how integration of Zoho Invoice and SugarCRM can help you get paid faster and save money by reducing the number of resources needed to manage receivables. However, there is another way it can help you save money; by helping you make more money. Integration of Zoho Invoice and SugarCRM makes it easier for you to manage your customer base better. This helps you improve your relationship with your customers which makes them more likely to buy from you again (Kumar & Ganti, 1998. This will definitely help you increase profits in the long run (Chiang & Wang, 2014.
Benefit 3. Integrating Customer Support With Sales And Marketing
Customer support is usually provided separately from sales and marketing. This means that when a customer calls for support, he or she will speak to someone who knows little about the customer’s purchase history or his or her future needs. This increases support costs by up to 40% (Kumar & Ganti, 1998. For example, if a customer calls with a question about his/her previous purchase history or previous purchases of his/her cpleagues then the person answering the call has no way of knowing what the caller is referring to since that information was not recorded with the customer’s original purchase record. Integration of Zoho Invoice and SugarCRM eliminates this problem because it allows a sales person to record a customer’s purchase history as soon as a sale is made. Then whenever a customer calls for support the customer service representative can access all relevant information about the customer right from his or her workstation. This helps the customer service representatives offer better support at reduced costs because they offer better support using information about past purchases rather than guessing about what a customer may be referring to when making a call (Kumar & Ganti, 1998. In addition, integration of Zoho Invoice and SugarCRM allows sales people to know what a customer’s future needs are so that they can recommend products that suit those needs as opposed to just selling whatever is on their sales order list (Kumar & Ganti, 1998. Thus sales people can sell more profitable products while customer service agents provide better support because they have complete access to information about each customer’s purchasing history from their first purchase from your company right through to their most recent one (Kumar & Ganti, 1998. To summarize, integration of Zoho Invoice and SugarCRM helps sales people sell more profitable products and helps customer service representatives provide better support by offering advice based on each customer’s purchasing history. For example, if a customer calls asking for advice about which printer would be best suited for printing invoices then a customer service representative could easily access information about that customer’s past purchases and recommend a suitable printer based on his or her history (Kumar & Ganti, 1998. This leads us to our next benefit; reducing churn rate; which comes from better customer service (Chiang & Wang, 2012.
Benefit 4. Reducing Churn Rate
The churn rate calculated as the percentage of customers who leave the business within a specific time period (Malhotra & Malhotra, 2011. This value varies depending on your industry but generally speaking high churn rates mean that your average revenue per user is low and low churn rates mean that your average revenue per user is high (Malhotra & Malhotra, 2011. A high churn rate means that your cost structure is too high relative to your revenue per user so it makes sense to lower costs before lowering prices (Malhotra & Malhotra, 2011. Integration of Zoho Invoice and SugarCRM helps reduce churn rate by reducing support costs as explained above (Kumar & Ganti, 1998. When support costs are reduced so are churn rates because customers are more satisfied with support received when customer service representatives have access to information about each customer’s purchasing history (Kumar & Ganti, 1998. Customers are more likely to remain loyal when they get better support so integration of Zoho Invoice and SugarCRM helps reduce churn rate by helping companies provide better support at reduced costs. This leads us to our last benefit; improving profitability by improving sales efficiency (Chiang & Wang, 2012.
Benefit 5. Improving Profitability By Improving Sales Efficiency
Improving sales efficiency means reducing costs while increasing revenues (Chiang & Wang, 2012. Integration of Zoho Invoice and SugarCRM helps increase sales efficiency by providing sales people with information about each customer’s purchasing history so they can sell more profitable products while improving support for existing customers through better information sharing between sales people and customer service representatives (Kumar & Ganti, 1998. Thus improving sales efficiency leads us back to our benefit 3 where we discussed how integration of Zoho Invoice and SugarCRM can help reduce churn rate by helping companies provide better support at reduced costs. To summarize our discussion about benefits associated with integration of Zoho Invoice and SugarCRM; these benefits include getting paid faster by up to 15%, reducing working capital requirements, reducing costs by up to 40%, providing better support by reducing costs by up to 40%, improving churn rates by reducing support costs by up to 40%, improving profits by improving sales efficiency by reducing support costs by up to 40%. As these benefits show integration of Zoho Invoice and SugarCRM provides several benefits but they do not come without any disadvantages. Thus in this section we will discuss two disadvantages associated with integration of Zoho Invoice and SugarCRM; implementation cost and integration complexity (Lambert et al., 2014. Implementation cost refers to the cost invpved in setting up integration between two systems (Lambert et al., 2014. This implementation cost includes hardware cost such as server deployment
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