We’ve completed several migration projects, helping customers move from older desktop Accounting systems (Peachtree, Sage 50, QuickBooks) to the online, cloud-based Zoho Books, and one of the project deliverables typically involves integration with Zoho CRM. Once set up correctly, this seamless integration enables powerful collaboration between Sales, Operations & Finance. You can synchronise Customers, Vendors, Products, and build workflows based on pipeline stages and probabilities that can send documents from Zoho CRM to Zoho Books. Likewise, transactions completed in Zoho Books can be viewed under the Finance Tab in Zoho CRM.
The short 15-minute video below will give you a good idea on the integration possibilities, however, if the steps make you hesitate, I recommend getting a Partner involved to help set this up correctly. Also, whilst the technology is all about configuring parameters, a prerequisite is to identify business objectives and agree relevant business processes and workflows. User Profiles and security controls become increasingly important and complex and be sure to uncheck sending unnecessary emails to customers!
Finally, there is a lot packed into this video, so if you want a no-obligation, unravelling of the steps involved, pertinent to your business, just reach out!
