Focus Group Webinar - Integrating Zoho CRM and Zoho Books
This month's edition from the Zoho CRM Integration Focus Group series is set around Zoho Books. One major need for this integration is the singular UI it provides, from where both sales and finance operations can be performed. This works better than switching between the Zoho CRM and Books applications, and performing finance operations in the latter while referring to data from the former. The integration also smooths over a handshake between the two applications so that all transactions performed are in sync.
In addition to setting up the integration, we’ll discuss in-depth, challenges faced in a business scenario, and how to leverage the integration to fill these gaps. We also feature an extensive discussion of FAQs extracted from our community of users, along with a Q&A with our product management team.
We look forward to discussing these areas during the webinar -
- Integrating Zoho CRM with Zoho Books
- Field terminology changes with the integration
- Syncing between both applications
- Working with the finance module in Zoho CRM
- Automating finance operations through CRM
- Best practices for CRM actions leveraging the integration
- Addressing customer challenges in Sales and Accounting collaborations
- Good to know facts about the integration
We're having this same webinar over three separate sessions, so we can cover as many time zones as possible. Choose the time zone that works best for you, and register.
| Date | Time Zone | CTA |
Sept - 13 | 10 AM AWST, Singapore Time | 2 PM Auckland Time | |
Sept - 13 | 3:30 PM IST | 11 AM BST | 12 PM SAST | 2 PM UAEST | |
Sept - 14 | 12:30 PM EDT | 11:30 AM CDT | 9:30 AM PDT | Register now |
View recordings to previous webinars from our Zoho CRM integration series.
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How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
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Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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