Case Study: Integration of Zoho CRM, Zoho Analytics and QuickBooks for advanced financial management
A client with active business operations needed to optimize access to and analysis of their financial information, especially related to invoices generated and stored in QuickBooks. The goal was to consolidate this data into their CRM system and obtain detailed reports for decision-making. ChallengeThe company managed its business processes in Zoho CRM, but financial tracking […]
