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FEATURED ARTICLE
What is Customer Lifetime Value (CLV) -
Definition, Formula, Calculation with Examples Learn more- Enterprise Edition
Align revenue operations and team collaboration with Zoho Billing and Zoho Workplace
About the event
For most growing businesses, the money side and the people side don't really live in the same place. Zoho Billing handles the money: your quotes, invoices, subscriptions, and payments. Zoho Workplace is where your team gets its work done, across emails, chats, channels, shared files, and more. Both do their job well on their own. The interesting part is what happens when they start talking to each other. A new subscription or a failed payment no longer takes the long way around the block. Instead of getting buried under a string of follow-ups, it lands with the right people where they already are.
We'll show you how to achieve this, using one customer as our guide. We'll start at their first subscription and go right through to renewals and payments, stopping at the moments where billing and your team meet: an update showing up in the right channel, an email or a document sitting exactly where the transaction is. You might be new to Zoho, already using one of these apps, or running both. Either way, you'll walk away knowing how the pieces fit, and why that matters when there's a lot to keep track of and not many hands to do it.
We'll show you how to achieve this, using one customer as our guide. We'll start at their first subscription and go right through to renewals and payments, stopping at the moments where billing and your team meet: an update showing up in the right channel, an email or a document sitting exactly where the transaction is. You might be new to Zoho, already using one of these apps, or running both. Either way, you'll walk away knowing how the pieces fit, and why that matters when there's a lot to keep track of and not many hands to do it.
Here's a glimpse into what you will learn
- Turn an email conversation into a customer and kick off their subscription without leaving the inbox.
- Keep customer emails attached to the invoice or quote they belong to, so the context is always present.
- Pull up a contact's invoices and subscriptions while you're still reading their message.
- Store contracts, statements, and other transaction documents in one place.
- Attach the right document to the transaction it belongs to, so nothing goes missing when you need it most.
- Send billing updates to a channel, like quotes viewed or accepted, invoices paid, new subscriptions, and payment attempts that didn't go through.
- Catch card and bank errors early, so a renewal doesn't quietly lapse.
- Reach your teammates from a chat bar right inside Zoho Billing.
- Post billing updates to a Connect channel, so your team sees subscription and payment events as they happen.
Meet the speakers
