Did you know that Zoho Online CRM integrates with QuickBooks? Have you looked and were disappointed with other CRM options available to QuickBooks customers? As ERP consultants and CRM consultants we are excited to introduce this powerful online CRM to QuickBooks customers. The Zoho QuickBooks integration provides your business with a single view of your customer interactions with your company. Since Zoho Online CRM is accessible anywhere, it allows your sales team to view critical QuickBooks data while travelling and visiting with customers on the road. Your sales team can access Zoho Online CRM anywhere they have a web browser or on their mobile device. Now your sales team can be more focused on the sales objectives of your company using one system like Zoho Online CRM to manage customer activity and opportunities.
If you have QuickBooks and are looking for a CRM option, ask yourself these questions:
- Is your QuickBooks information disconnected from customer service and sales?
- Do you spend too much money on QuickBooks user licenses?
- Has your company experienced miscommunication between your back office accounting team and your front office customer facing team?
- Have your sales people sold to customers on who were on credit hold by mistake?
- Do orders get stuck in the system because the sales person sold items that were not available in the warehouse?
- Do your sales people miss their month end targets and commissions because finance put a sale on hold due to credit issues?
- If your back office accounting team had access to your sales forecast would it be helpful in budgeting?
- When a sales quote turns into an order, does someone have to re-key that duplicate information into your QuickBooks system?
- Do your sales people use a separate system to record notes about customers that could be useful to accounting?
- Do your sales people miss opportunities to collect on open invoices because they lack visibility to them?
- When a sales prospect becomes a customer does your accounting staff have to re-key the customer information into QuickBooks?
- Do your sales and customer service teams spend too much time on and off the phone with customers researching information that could easily be answered if they had access to QuickBooks data?
Most businesses these days understand the importance of having good financial accounting software to manage their back office affairs. QuickBooks is a popular solution for small and growing businesses because it’s easy to use and affordable. In today’s competitive market, it’s not only important to have good accounting software in the back office but it’s also important to have good front office software for sales and marketing to find, attract and retain new customers. Zoho Online CRM is a great solution for small and growing QuickBooks customers who want to manage all the activities and opportunities of the front office sales and marketing departments in order to better manage new growth and revenue potential.
As ERP consultants and CRM consultants, we find that the adoption of online CRM solutions is low when the new front office CRM is not integrated with the back office accounting software. As CRM integration specialists, we find when the back office accounting software is integrated with the front office CRM software, then the front office CRM sales and customer service teams can help your back office accounting teams accomplish mutual objectives, equaling company growth.
If you answered yes to any of these questions, CONTACT US at Agile Business & Technology Solutions to learn how our team of ERP and CRM specialists can help with your Zoho QuickBooks integration. We offer new clients a free consultation to discuss your needs and learn how we can help your business use technology to increase speed and productivity. As CRM and ERP consultants with over 20 years of experience, we believe that software should work for your business to help improve your bottom line. We help customize the software to fit your unique business requirements and train your staff to take full advantage of the features the software has to offer. CONTACT US to learn how our team of experts will help customize a low cost solution that’s technologically advanced, reliable, and produces measurable results.