Sales and money management are more interconnected than you may think. By integrating Zoho CRM and Books, it is simple to share data between sales and money management without the hassle of emails, chats, and contact number calls. Join the Zoho team and Zoho partner Susan Clark as we do a deep dive into Zoho CRM and the Zoho money management suite to learn how to setup the integration and how to maximize its usefulness.
Key Takeaways:
– The benefits of a connected money management and CRM system
– How to set up an integrated sales and money management workflow
– How to set up and understand workflows and automation functions
– Deep dive into Zoho CRM and Books
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