OBJECTIVE
To streamline the quotation management process, improve operational efficiency, reduce manual effort, and maintain real-time accuracy across departments.
CUSTOMER FEEDBACK
“The integration simplified our entire quotation process. CloudQ’s team ensured flawless synchronization between CRM and Books, reducing manual work and saving significant time for our teams.”
ABOUT CLOUDQ
CloudQ is based in Alpharetta, GA. We specialize in cloud-based technology implementations including Salesforce and Zoho. Our clients value our transparent, highly efficient, and customer-centric approach. As a trusted consulting partner, we deliver scalable technology solutions that drive measurable business impact.
US: +1 404 410 1441
India: +91 62829 56021
CHALLENGES
Ensuring two-way synchronization between Zoho CRM and Zoho Books without data duplication.
Mapping required fields accurately to maintain consistency between systems.
Managing API limitations and ensuring smooth data exchange during integration.
APPROACH
CloudQ implemented an Agile 5D Methodology to deliver a reliable and efficient integration between Zoho CRM and Zoho Books.
Key Implementation Steps:
- Discover: Assessed the existing quotation workflow and identified key process gaps.
- Design: Planned field mappings, triggers, and data flow for smooth synchronization.
- Develop: Configured REST APIs and custom functions to enable real-time, bidirectional sync.
- Deploy: Conducted multi-scenario testing to ensure data accuracy and performance.
- Deliver: Finalized deployment and provided documentation for seamless future maintenance.
BUSINESS BENEFITS
Automation
Eliminated manual updates and reduced quotation processing time.
Accuracy
Minimized data entry errors and inconsistencies between sales and finance systems.
Efficiency
Enhanced collaboration between sales and accounts teams with real-time visibility.
Centralization
Maintained a single source of truth for quotations, improving productivity.
CLIENT PROFILE
A leading manufacturer of tents, shades, and tensile structures, serving clients across the Middle East and beyond. The company specializes in innovative designs and high-quality fabrication, offering customized solutions for residential, commercial, and industrial applications.
CLIENT INDUSTRY
Manufacturing (Tents & Tensile Structures)
TECHNOLOGY USED
- Zoho CRM
- Zoho Books
- REST API Integration
- Custom Functions
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