SAP Business One and Zoho CRM Integration
SAP Business One with Zoho CRM
Integration Endpoints
- CUSTOMER
- PRODUCT
- ORDER
- Lead sync
Leads entered in Zoho CRM by the corresponding Sales Rep will be synced to SAP Business One B.P. Master Data as Leads.According to your business requirements, the SAP B1 B.P. Leads can also be synced to Zoho CRM. - Account & Contact sync
When Leads are qualified in CRM and converted into Accounts and Contacts, the corresponding Lead in SAP Business One B.P. Master Data will be updated as Customer and the CRM Contact will be added as Contact Person in that B.P. Master Data.Similarly, SAP Business One B.P. Customer and Contacts will be synced to CRM system as new Account and Contacts.
- Products Sync Master items from SAP B1 will be uploaded as Products in Zoho CRM.
- Price List Sync One Price List in SAP will be mapped as the standard price in CRM. Additional Price Lists will be mapped with Price Books created in Zoho. When Item is synced from SAP B1 to Zoho, multiple Price List’s price will be sync to Zoho Price Books. Price Books are generally assigned to different customer groups to offer discounted price to Resellers/Wholesellers.
- Potential Sync
The Zoho Sales Potentials along with their current stage and probability can be added as Sales Opportunities in SAP business One. - Sales Quotation sync
All the Zoho CRM Sales Quotes for any particular Account will be synced as SAP Business One Sales Quotations for further Order processing. - Sales Order Sync
The Zoho CRM Sales Orders with its current status will be synced as SAP Business One Sales Orders. Items selected, tax, billing, shipping address, due date, etc. of the Sales Order will be synced in SAP B1. - Payment Method sync
APPSeCONNECT will sync back the payment method from Zoho to SAP Business One for sales. Zoho CRM Invoices will be synced to A/R Invoice in SAP Business One.
Integration Resources
Webinar: Integrating Zoho CRM with Microsoft Dynamics NAV ERP – APPSeCONNECT
APPSeCONNECT recently organized a webinar titled ‘Zoho Integration with Microsoft Dynamics NAV through APPSeCONNECT’. Check out the video and round-up blog now.
Zoho CRM vs Salesforce CRM – An In-depth Comparison
A few days earlier, one of our clients asked us, “ We are facing some issues in managing our customers and prospects. I am searching for a CRM and currently, I am evaluating both Salesforce and Zoho CRM. Which one would you recommend me? Which one is better?”
In today’s blog post, I will cover this vital question for many organizations: “Should we choose Salesforce or Zoho CRM?”
How to Assign Leads directly in Zoho CRM?
For every organization working with B2B or B2C industry, Leads are one of its primary resources. They play one of the most important role in any organization’s Sales and Marketing department. Leads can be obtained through various resources – extensive marketing campaigns, seminars, trade shows, etc. Your approach on how your organization is managing these Leads, extensively determines your success rate.
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