Zoho Targets the Enterprise With New Accounting, Telephony Functionality
functionality via integration with QuickBooks and several telephony
Zoho CRM for QuickBooks and Zoho PhoneBridge -- which hooks into PBX
systems from Asterisk, Avaya, Elastix, and Trixbox -- each take about 20
to 30 minutes to download and configure, Raju Vegesna, Zoho evangelist,
told CRM Buyer.
Zoho added the functionality in pursuit of its larger goal to expand its
reach into related CRM areas, such as order management and call tracking,
and embed itself deeply into the enterprise.
Zoho CRM for QuickBooks
Connecting Disparate Accounting, Customer Data
At bottom, the integration with QuickBooks -- specifically the on-premise
version of QuickBooks, not its online iteration -- is all about giving
Zoho customers a way to automate the financial data that is inevitably
generated from a sale or marketing contact, Vegesna said.
"Until now, a user would have to manually re-input the customer data that
results from the sale into the accounting systems," he said. Once the
integration between Zoho CRM and QuickBooks is activated, account and
customer data are automatically generated in both systems.
The company began experimenting with just two Zoho modules at first,
Vegesna explained. "Now we have expanded the integration to six different
modules: contacts, products, quotes, sales orders, vendors and invoices."
To implement the integration, users first download a small piece of
software offered by QuickBooks, called "Web Connectors." Then the user
configures Zoho CRM for the integration. The configuration options in the
integration allow users to resolve conflicts while synchronizing data, set
up field mapping for standard and custom fields, and view history of data
Pricing for Zoho CRM for QuickBooks is US$25 per organization per month.
The integration and implementation process for Zoho PhoneBridge is
similar, Vegesna said. The company plans to extend PhoneBridge to other
Zoho applications besides CRM -- and it plans to develop integrations to
other telephony systems, such as Cisco (Nasdaq: CSCO).
When the integration goes live, Zoho users can support telemarketers,
sales reps and customer support agents with the contact data in Zoho CRM.
It is perfect for a variety of outbound and inbound call marketing
strategies, Vegesna said, as it automatically displays key contact details
such as name, telephone number and email address as a screen pop-up during
a call, and captures and logs all call details, including notes added
during a call.
The integration allows the user to store the customer communications in
Zoho PhoneBridge is priced at $6 per user per month.
Contact us for your 'zoho' requirements:
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