QuoteWerks Integrates with
Zoho CRM and QuoteWerksDemonstrates the QuoteWerks integration with Zoho CRM.
Zoho CRM Setup in QuoteWerksThis video will walk you through connecting your Zoho Account with your QuoteWerks installation.
QuoteWerks Web & Zoho CRMThis video demonstrates the available features in QuoteWerks Web and how it seamlessly integrates with Zoho CRM
Fill Your ZohoCRM sales pipeline with Professional looking quotes and proposals
Work your sales pipeline harder and create more comprehensive quotes, proposals, and estimates!
Use QuoteWerks, sales quoting and proposal software solution, as a tool in your CPQ and Quote-to-Cash sales process with ZohoCRM.
RequirementsThe QuoteWerks integration to Zoho CRM is only available in the Professional and Corporate Editions of QuoteWerks Desktop. The Zoho CRM integration is also available in QuoteWerks Web.
How QuoteWerks Integrates with Zoho CRM
- QuoteWerks leverages your existing Zoho CRM Contacts
- QuoteWerks will create a Zoho CRM Activity so you can track your Quote Follow-up Call
- Automatically creates and updates Zoho CRM Deals
- Automatically creates and updates Zoho CRM Quotes
- Creates products and Services in Zoho CRM and attaches them to your Zoho CRM Quotes
- Use your Zoho CRM Products & Services in your QuoteWerks Quotes
- Attaches PDFs to Zoho CRM so people in your organization without QuoteWerks can view quotes
QuoteWerks Searches Zoho CRM for Contacts
From our Sold To / Ship To tab of the QuoteWerks quote workbook, you can search Zoho CRM for a contact by name, company name, or phone number. QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that you searched for. You will never have to re-type your customer information.
QuoteWerks Creates/Updates Deals in Zoho CRM
When saving a quote, QuoteWerks automatically creates a Deal (opportunity) in Zoho CRM. When you are in Zoho CRM, you will see the Deals and their sale amounts for each quote you have created for this contact. The Deal feature is very useful in determining your projected cash flow.
QuoteWerks Creates Document Links in Zoho CRM
When saving a quote, QuoteWerks automatically creates a linked document under the Attachments section in Zoho CRM for the Deal that links to the quote you are saving. When you are in Zoho CRM and select the associated Deal, you will see all the quotes that you have done for this Zoho CRM contact. You can even double-click on the document links, and QuoteWerks will open and display the quote the link refers to. This feature is very useful for organizing and finding your quotes from within Zoho CRM.
QuoteWerks Creates Quotes in Zoho CRM
When saving a quote in QuoteWerks, QuoteWerks can automatically create a Quote in Zoho CRM attached to the Deal.
QuoteWerks Sends Line Item Detail to Zoho CRM
When creating Quotes in Zoho CRM, line item detail from QuoteWerks is attached to the quote in Zoho CRM. This enables your staff that do not have access to QuoteWerks to quickly see what your customers have been quoted.
QuoteWerks Creates Activities in Zoho CRM
When saving a quote in QuoteWerks, QuoteWerks will create a Zoho CRM Activity so you can track your Quote Follow-up Call activities.
QuoteWerks Creates Products and Services in Zoho CRM
When creating Deals in Zoho CRM, if line item detail is selected to be included with the Quote, those products and services will be created in the Zoho CRM product and services databases for future use. In fact, you can even use this feature to completely populate your Zoho CRM product database (effectively importing products into Zoho CRM) with products from QuoteWerks product databases or your QuickBooks items list.
Use Zoho CRM Products and Services in QuoteWerks
QuoteWerks enables you to use the products and services you already have in Zoho CRM. QuoteWerks can link to the Zoho CRM Products database as a QuoteWerks Product Data Source. From within QuoteWerks, you can search the Zoho CRM database and add these products and services to your QuoteWerks quote.
QuoteWerks Creates New Zoho CRM Contacts
From within QuoteWerks, you can enter a new lead in the quote and simply click on a button to create that company and contact in Zoho CRM.
QuoteWerks is fully integrated with Zoho CRM
While working in QuoteWerks, you can easily launch the contact, quote, or Deal that you are working with. You can launch the contact anytime in Zoho CRM from the Sold To/Ship To tab in QuoteWerks. While updating an existing Zoho CRM Deal, you can easily view them in Zoho CRM with a click of a button ensuring you have a seamless integration with Zoho CRM.
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