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Turn closed deals into revenue with Zoho CRM and Zoho Billing
About the event
Sales and billing run on separate systems, so every closed deal has to be carried across by hand. The product details, the approved discount, the start date, and the billing cycle are re-entered by someone under time pressure, and the first person to notice a discrepancy is often the customer reading their invoice. This session shows how the Zoho CRM and Zoho Billing integration removes that step, so the terms your team commits to are the terms your customer is billed on.
Here's a glimpse into what you will learn
- Configure the integration and control what syncs between systems, so sales and finance work from one customer record.
- Build quotes against your own pricing rules and route them for approval, so a quote is invoice-ready the moment it is accepted.
- Convert an accepted quote into an active subscription and its first invoice, with no terms re-entered.
- Review a customer's subscriptions, invoices, and outstanding balance from within Zoho CRM, so anyone on your team can answer a billing question without waiting on a request to finance.
- Take advantage of custom functions that our customers have asked for, experimented with, and now rely on daily.
Meet the speakers
