This webinar was conducted on 2nd March 2016. Watch the recording below:
A sales person's job doesn't end when a deal is closed. After striking a deal, you have to provide service to your customers and answer common questions like:
Do you have the item I want in stock?
Is my order ready?
Can you send me a copy of the invoice?
Answers to some of these questions usually resides in the accounting systems, which sales teams may or may not have access to. Rather than wait on accounting teams to answer these questions, you can access all this information from CRM using our integration with Zoho Books
Join us for a one hour online session where you will learn how to:
Seamlessly share information between your Zoho CRM and Zoho Books account.
Customize the integration as per your business needs.
Set permission levels for accessing data.
Keep your salesforce up to date on customer orders and payment status.
Identify new opportunities and avoid delinquent clients.
Set up workflows to automatically create quotes and invoices.
We will also give you a sneak peek of the new Zoho Books module which you can access in Zoho CRM.
Reshma Roy is the Product Marketing Manager for Zoho Books. She’s currently evangelising the benefits of an integrated system that connects the front office and back office of small businesses.
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.