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INTEGRATED SALES & FINANCE IN THE CLOUD: BRIDGING THE GAP WITH ZOHO CRM & BOOKS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 18, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Course Description

Zoho.com offers an online suite of cloud applications to automate all your major business functions, from back office functions like HR, accounting, to customer facing functions like sales and marketing. During this webinar, we'll be talking about Zoho's easy-to-use, online accounting software, Zoho Books. We will also be talking about how you can track and manage key CRM as well as accounting information in the same place.

Learning Objectives

  • Learn what a CRM app is, how it works, and why it's important for growing businesses.

  • Learn about Zoho Books, a powerful cloud accounting platform with powerful built-in integrations.

  • Learn how to integrate Zoho CRM and Books.

  • Explore features of a robust sales and finance integration and how it can reduce manual data entry and automate tasks.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Talha Baqar

Zoho
Program Manager, Zoho Books Advisor Program

Zoho

About Our Presenter

Zoho
The Operating System for Business. Zoho offers a comprehensive suite of 35+ applications that help businesses manage their sales and marketing, productivity and collaboration, finance, human resources, and more. Customers use Zoho apps to run their businesses from front office to back – all in the cloud and on mobile. With more than 20 years in the books and 4500 dedicated employees helping over 23 million Zoho users, we're excited to welcome you to the growing Zoho Family. Explore the Zoho Suite of Apps at www.zoho.com.