File SYNC is a tool that gives your Sales team access to all kinds of important file types that can be stored in Zoho CRM. Having this access means your Sales team will be able to communicate more strategically and turn leads into opportunities. They will have all the files they need to seal the deal thanks to File SYNC.
Key Features:
You can SYNC Invoice PDFs to your Account records, for example, and assist clients by answering their invoice questions by reading from the document they are holding.
Quotes can be created in your ERP, and by using File SYNC, your Sales team will have the same Quote attached to a Zoho CRM Opportunity or Account. Less time will be spent searching for the correct file.
You can SYNC Order PDFs so your Sales team will know about the expected delivery date, due date, and other relevant details.
Any file from your other systems can be synced to Zoho CRM to deliver better sales and customer service to your users and customers.
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With our leading managed integration service, SYNC by Commercient, you're provided a seamless link between your ERP data and CRM, facilitating effortless collaboration across various devices and locations, including mobile devices, warehouses, and office environments. With our standard package, you'll seamlessly sync the essential data between your ERP and Zoho CRM. Our data integration apps are continuously updated, ensuring concurrent changes in your ERP and CRM systems. Having successfully developed SYNC apps for over 150 accounting systems such as SYSPRO, Sage, and Epicor with Zoho CRM. Our SYNC applications cater to both, one-way and bi-directional data integrations. Our mission is to help growing companies run their Sales, Marketing, and Customer Service teams more efficiently by seamlessly connecting their ERP and CRM systems with an AI-driven platform.
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Hello,
I would recommend you to try File SYNC by Commercient for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
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