Here are two brand-new integrations that make customer relationship management with Zoho CRM a lot simpler: Zoho CRM’s Telephony integration and the integration with QuickBooks. These two integrations have been top of our list when it comes to new feature requests from customers. So, here goes.
Zoho CRM for QuickBooks
Zoho CRM for Quickbooks will help you keep information in both
Zoho CRM and your QuickBooks accounting system in sync.
Many of our Customers were helpful in testing this and giving us feedback. Based on their feedback, here’s what we have got for you in this update – it is now possible to integrate both Customer and Inventory data with your QuickBooks system.
What are the implications of using this feature? No more dual entry, complete visibility of customers and you can focus better on your sales cycle, from lead nurture to the close of a sales deal. This means that your Sales and Accounting departments can have a single version of customer data, even when they continue to work independently.
Here are some of the highlights of this integration. Zoho CRM for QuickBooks supports the Contacts, Vendors, Products, Quotes, Invoices and the Sales Orders modules in Zoho CRM and is available for the Premier and Simple Start offline Editions of QuickBooks. We also give you the flexibility to schedule your data transfer between Zoho CRM and QuickBooks at your convenience. That’s not all. You can avoid data entry conflicts between Zoho CRM and QuickBooks by setting your priority and also map any custom fields that you have created.
As a Professional and an Enterprise Edition customer of
Zoho CRM, you can try this integration at a cost of $25/Month, per Organization. So, all QuickBooks users,
learn more about this feature and give it a try!
Zoho PhoneBridge: Zoho CRM’s Telephony Integration
As the name suggests, PhoneBridge connects your telephone system(PBX) with Zoho CRM and allows you to interact with your CRM account during all your customer interactions through inbound and outbound calls.
Consider the case of a Call Center. Cold calling, telemarketing calls, telesales calls, customer care, customer support - these are the typical operations of call centers. Now, how would it be to leverage the data from your CRM System during a call? Zoho PhoneBridge is the answer!
Here’s how you can make your outgoing and incoming call operations simpler with Zoho PhoneBridge:
Make outgoing calls with a single mouse click from the Leads, Contacts and the Accounts modules. All you have to do is to click on the telephone icon next to the telephone number in the record details page. For incoming calls, you have the key details of the call displayed as a screen pop-up (provided you have logged into your account). You can also capture all details of a call with the ‘log the call’ feature, instantly and simultaneously during the call. Logging a call inside Zoho CRM
has plenty of benefits.
So, how does this work? It’s simple. As an administrator, you can configure PhoneBridge for your Zoho CRM account by entering a few details, such as users, their telephone extension numbers and dial codes for your outgoing calls. You can then install the adapter for your PBX system and you are done.
At present, we support Avaya, Elastix, Asterisk and Trixbox. And if your company has multiple contact centers that are geographically distributed, you can operate them as separate entities by creating a separate PhoneBridge group for each of them.
Learn more about this integration and give it a try. A 15-day Trial version is available in all editions of Zoho CRM and it is priced at $6 per user, per month. If you’re interested in this, and have a PBX system that we don’t support, please don’t hesitate to let us know at firstname.lastname@example.org.
How do these latest features work for you and what more would you like to see in Zoho CRM? Please write to us,and let us know. Or drop us a comment right here.