zoho & xero: increase sales efficiency
TRANSCRIPT
Increase sales efficiency with Zoho CRM & Xero
Alderbest Solutions & Pipemonk present:
Follow us on Twitter @pipe_monk and @mike_trow,Join the conversation #CRM_Accounting
Your Presenter
Overview➢ Optimizing lead conversion➢ Improve productivity from sales & accounting
process ➢ Improve visibility into your sales funnels➢ Segment clients based on payment history➢ Quick demo of latest Zoho CRM & Xero
integration
Optimizing Lead Conversion
Alderbest Solutions & Pipemonk present:
Follow us on Twitter @pipe_monk and @mike_trow,Join the conversation #CRM_Accounting
Key takeaway
➢ An example of a workflow
➢ When sales and marketing activities are aligned, and the technology integrated, productivity and performance improve
Your Presenter
What are we looking at?
Customer Relationship Management is a strategy.
The technology is the enabler.
● The principles, practices, and guidelines that an organization follows when interacting with its customers.
● Using Data and Intelligence to make informed sales and marketing decisions● Using features to enhance productivity and optimize processes
○ Including workflow automation● Enhanced Engagement. Increased revenue
THE STANDARD ENVIRONMENT
CRM Accounting
OfficePrograms.
File Storage.
1. Manual sharing of data2. “Standard” Integrations3. “Native” Integrations
Challenges of the Standard Environment
1. Duplication of data entry2. Elongated communications3. Poor visibility into client history4. Inaccurate data5. Uninformed decision making
Insufficient workforce
Risk of debtorsLess prospecting
Missed cross-sell/up-sell opportunities
Flat or nominal growth
Ultimately onus is on sales and accounting to ensure each other are informed.
Challenges
What To Strive Towards
Bridging the gap between Sales and Finance to improve visibility and results through more effective sharing, and distribution, of Estimates, Sales Orders and Invoice history. A Possible Use Scenario
Sales Engages Accounting
Sales and/orMarketingFollow Up
Upsert Engages
Creating or updating records
Field update and outcome based triggers
How Sales and Finance Benefit● Improved document creation and distribution ● Improved workflow ● Automated notifications
● Knowing customers buying and paying habits● Having additional data to leverage● Prioritizing outreach based on fact● Less debtors
● Reduced prospecting time● Increased upsell and cross-sell
Your Presenter:Rakesh Pathak , Product Manager
Quick Demo of Zoho-CRM & Xero Integration
Integration Highlight
Questions?
Michael TrowPresident, Alderbest Solutions
Try Zoho & Xero Integration here:
http://bit.ly/zoho-xero-web
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