Automate Your Sales-to-Invoice Workflow with Zoho One: From CRM to Payment
Automate your proposal and billing process to send quotes, invoices, and payment options to eliminate delayed billing and payment friction and get paid faster.
The Challenge – Manual Handoff Slows Cash Flow
Quickly sending invoices is crucial for closing deals, but manual processes slow things down and can lead to delayed and lost payments. Without sales to billing automation in place, billing teams are out of the loop when deals close. This results in delayed invoices, lack of customer follow-up, and payments getting lost in the shuffle.
Automated Workflow Overview
Zoho One gives you one set of tools to bring CRM, invoicing, approvals, e-sign, and analytics together.
- Zoho CRM and Zoho Books integrate to cause a smooth flow of data between sales and finance.
- Sales closes a deal once a quote is approved.
- Invoices are automatically generated and emailed.
- Customers pay their invoice online.
How Does Zoho One Help Connect Every Step from Sales to Invoice?
Unified Platform
Zoho One has a single login to access the entirety of your business tools. Your sales and billing tools integrate to provide one seamless experience.
Zero Manual Data Entry
As a deal progresses, an invoice is automatically generated and sent, saving time for both sales and billing teams. Deal and customer info is pulled automatically to eliminate manual data entry errors. Real-time updates are sent to both sales and finance teams as payments roll in.
Built-in Workflow Automation
Zoho Flow is a drag-and-drop tool to build custom workflows across apps, automatically triggering custom actions as your sales team moves through the sales process. Expand on Zoho integrations or build new ones to fit your unique business needs.
Tools in Zoho One That Power This Workflow
- Zoho CRM
- Zoho Books
TESTIMONIALS
How Lubrication Engineers boosted conversion rates 10-20% with Zoho One
Paul Grimes Chief Operating Officer, Lubrication Engineers.
Disconnected processes spread across emails, sticky notes, and spreadsheets produced serious problems with data loss and reporting. By switching to Zoho One tools, they:
- Track multiple data sources with Analytics
- Custom quoting automation to keep deals on track
- Pull leads directly into CRM from social networks
- A cost-benefit ratio of 1:10 with Zoho tool implementation
Result? With invoicing and more in Zoho CRM, Lubrication Engineers observes conversion rates up to 10-20%. You can read more here.