Bridge the gap between your sales and finance teams
Getting your sales and finance teams on the same page can lead to significant cost and time savings.
Zoho One comes with a one-click Zoho CRM to Zoho Books integration. This integration will help you foster collaboration and improve the flow of communication between teams in your organization.
But that's not all!
With this integration, all your customer information will be stored in one place. Your sales representatives will be equipped with financial information like customer credit history, purchase patterns, and payment details. This will help them make informed decisions, like pausing a new order made by a customer if they have outstanding invoices.
Similarly, your finance executives can easily access customer sales information, track billing activity, and work with sales representatives to expedite the payment collection process.
Your sales and finance teams can also automate routine tasks together. For example, when a potential deal is marked as won, an automated invoice can be sent to the customer.
Watch the video to learn more.