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.
Challenge
The company managed its business processes in Zoho CRM, but financial tracking of customers (such as payments, outstanding invoices, and itemized details) was in QuickBooks, making it difficult to have comprehensive visibility from a single system. Additionally, they needed to present the information clearly and visually for different profiles within the organization.
Implemented Solution
Through a custom integration between Zoho Analytics, Zoho CRM, and QuickBooks, a solution was developed that enables:
- Viewing all invoices associated with a customer directly from their record in the CRM.
- Creating a link within the Deals module in Zoho CRM that connects to a specially designed Zoho Analytics dashboard.
- Displaying detailed information such as:
- The total amount payable by the customer.
- Monthly payment history and the evolution of billed amounts.
- Status of each invoice: paid, pending, and payment dates.
- Items included in each invoice, with their respective description and value.
Results
- 360° financial visibility from the CRM, without needing to access QuickBooks directly.
- Time savings in searching for and analyzing invoices.
- Better business decision-making thanks to the availability of up-to-date financial data.
- Increased collaboration between sales and finance teams, with unified access to information.
This integration represents a key advancement for companies using Zoho and QuickBooks in parallel. The solution allows financial and commercial data to be centralized, strengthens customer tracking, and generates dynamic reports with business intelligence tools like Zoho Analytics.
If your company is interested in implementing a similar solution, integrating Zoho tools, or optimizing your financial and commercial systems, we invite you to contact us. Our team is ready to analyze your needs and create a personalized strategy to boost your efficiency, visibility, and growth. Let’s work together.
