Sage 300 and Zoho CRM Integration
- Once new Accounts and their Contacts are created in Zoho, these Accounts and Contacts will be automatically synced in Sage 300 ERP as Customer and their associated Contacts respectively. Details that include their billing and shipping addresses, contact information of existing Accounts and Contacts will also be synced. Customer/Accounts and Contacts sync works bi-directionally. Existing customer & Contact details can be sync back to Zoho from Sage 300.
- Any Item listed in your Sage 300 will be uploaded as Products in Zoho CRM. One Sales Price in Sage 300 will be mapped as the standard price in CRM system.
- The Zoho CRM Sales Orders with its current status will be synced as Sage 300 Sales Orders. Items selected, tax, billing, shipping address, due date, etc. of the Sales Order will be synced in Sage 300.
- ERP Invoices will be synced under the Invoice section in Zoho CRM.
APPSeCONNECT recently organized a webinar titled ‘Zoho Integration with Microsoft Dynamics NAV through APPSeCONNECT’. Check out the video and round-up blog now.
The users of Zoho CRM already know that it has a built-in reporting and dashboard feature. However, if they have seen the capabilities of Zoho Reports then it would be easy to understand the entire vicinity of data analysis. Now, let’s see how we can integrate Zoho CRM with Zoho Reports!
Both Zoho CRM and Salesforce CRM are leading Cloud based CRM Platforms in the market where Salesforce Automation is offered as Software as a Service (SaaS). Often SMEs choose Zoho CRM because it is easy to use with lower cost and their requirements are pretty much straight forward. As the Zoho CRM usage increases, the need for Sales and Marketing Automation arise. It is this point that the organizations plan for a change and the easiest option that they get is Salesforce CRM. Here is the easiest way to migrate from Zoho CRM to Salesforce CRM.
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