Generate Zoho Expense Reports in the Sales Context
Zoho Expense reports for Zoho CRM give you great insight into your sales related expenses. Consider the example of a sales rep who travels to meet a prospect and close a deal. This incurs travel and boarding expenses - so the actual profit is the deal amount minus the expenses incurred to close the deal. To know if what you are spending is really worth it, you need to look at your expenses Vs deal amounts. As long as your sales data and expenses are in different places, it is difficult to draw such insights about sales related expenses. 

With Zoho Expense reports for Zoho CRM, your expense information is available right inside Zoho CRM, contextually. You now have a set of ready-made reports that help you understand where your money goes. Some of the reports include Deal Vs Expenses Reports, Expenses by User, Expenses by Category and so on.

This way, you will be equipped with enough information to prioritize deal follow-ups based on the deal amount as well as the expenses they fetch. You can also create dashboards out of the Zoho Expense reports.



For more info, visit our Help Guide on this topic. 

Update Status of Invoices/Estimates/Purchase Orders/Sales Orders from Zoho CRM

You can now update the status of Invoices, Estimates, Purchase Orders & Sales Orders right from Zoho CRM.

Let's say when you send an estimate to a customer for approval, the customer has accepted it in an offline mode - perhaps over a phone call. In such a case, you can manually mark an Estimate as Accepted, directly from Zoho CRM.

Similarly, there are many such actions that you can perform on Invoices, Estimates, Purchase Orders and Sales Orders directly from Zoho CRM.

For more info, visit our  Help Guide on this topic. 

Let us know your thoughts about these enhancements.

Regards
Vaagdevi Ravishankar