This webinar was conducted on 16th March 2016. Watch the recording below:
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting quotes approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner.
Well, Zoho Books can offer some relief to weary business owners. Learn how the Zoho Books Customer Portal can take tasks off your plate and even enhance your customer relationships.
Here's what we'll cover in this 30 minute webinar:
Introduction to the Customer Portal
Collaborating with customers
Getting customer feedback online
Varun Singh is the product marketing manager for Zoho Books. He specializes in SEO, lead generation and conceptualizing social media campaigns.
Getting started with Zoho Books
I love the mobile application and the banking module of Zoho Books! The bank feeds are directly fetched from my account and sent to Zoho Books—I can reconcile my transactions with the app in minutes on my train ride back home. I can also scan or upload our payment receipts and expenses with the auto-scan feature and add them to our books within seconds! It has made things very simple for us.
Definitely go with Zoho Books and Zoho ecosystem. We haven't looked back ever since we started using it. Our favourite feature in Zoho Books is the ability to connect the business banking accounts and sync statements automatically. I have economized on work-hours and frustration by not having to manually get the .ofx data and import them manually to Zoho Books.