A bi-directional way of data exchange to provide seamless and end to end data and synchronization that is as secure as you would want to be , Zoho CRM and QuickBooks have finally integrated themselves into a single unit. Before looking deep into the integration let's explore a bit about both the software applications which will help us understand more about the relative information.a
ZohoCRM : A leading cloud based application CRM which is developed to manage the sales , customer support , marketing , relatable and potential contacts ,and other business functions in a single platform . It is also ranked among one of the best CRM systems for business and other customization services.
QuickBooks : It is also a cloud based accounting software which is developed for the lookout of sales and expenses ,and tracking daily business activities records of a particular organization. Also a popular software which does not need any recognition for the services it provides is probably one of the best and this is why both the emerging software were integrated to maximize their potential users as well as uses.
How does the integration between ZohoCRM and QuickBooks work?
Integration can be done by simply following some steps and there are a lot of softwares which make it easy for users to do the same. They automatically sync , gather and update both the software in a unified way. Well there are some significant points which show as how the integration works.
1. If you created a contact in the Zoho CRM , then upon integration it will automatically address this as an associated customer in the QuickBooks .
2. If a product is created on the Zoho CRM application , then the QuickBooks will automatically update itself with the relative information as an associated item .
3. If a sales invoice is being created for the QuickBooks the it will automatically update the invoice in Zoho social CRM software too.
4. Updating about a customer in ZohoCRM will automatically be identified as a lead in QuickBooks or sometimes as a new customer with potential conversion.
How does it benefits ?
Now we will take a look at the benefits that is born with the integration of both these software.
a) It adds and updates about a customer basically creating their database and also replenishes the existing ones .
b) It also inculcates the cheque and payment mode so that the sales process can be made easier , the faster the sales process , the rapid the rise of the company.
c) It can also add a new product or service which might sound appealing to the customers that are existing as well as the new ones since both the software upon integration maintain both property of clients.
Conclusion:
Ever heard about the good books in software and their selection? Well, both of the mentioned software make up to the list and Binary Clues is happy to be a valuable partner of Zoho meeting, which eventually leads to the updating of QuickBooks since they have integrated. We hope we were able to clutch out the best details about both the software when engaging as one.