Boosted CRM - Copyright © 2013 - 2024. All Rights Reserved.
While every department is crucial in making a company successful, the financial teams tend to be the ones that need the most support. At the end of the day, without some kind of revenue or incoming funds, a business simply could not operate. Additionally, security needs to be at its greatest to protect this information and data around a business, so the teams that you employ to run and protect your finances need to have the best tools in place in order to function properly.
There are many operations to perform in any financial role, so it’s imperative that all of them are taken into account in consideration of what’s needed. Zoho Finance Plus is a unified platform that can satisfy all of these needs in an easy to use yet safe and secure manner.
Your suite of Zoho finance tools integrate seamlessly within this master destination so that all our apps communicate with one another easily and automatically.
No matter your industry, invoice delivery and receipt is a well-known practice. With Zoho Invoice, you’ll be able to distribute customized invoices to fit your brand identify, communicate reminders about payments, and process those payments easily.
Managing your company’s finances is no small deal, so you need a reliable tool that can help you stay on top of your money. Zoho Books cleanly and easily helps your appropriate teams manage these details so that processing is simple and compliant.
For a one-stop shop that contains all of your order management process steps in one place, Zoho Inventory will allow your back end teams to stay current around order fulfillment and what is needed according to supply and demand. The tool will allow your teams to fulfill orders faster and communicate with warehouses easier.
For companies that rely on recurrent business, Zoho Subscriptions helps keep your teams on track and on time regarding when shipments need to go out, communications need to be delivered, or payments need to be processed. Avoid late fees or unhappy customers.
Processing and approving expense reports have never been easier with this tool, as your teams will be able to expedite these processes with the ongoing communication with other tools within the Zoho Finance Plus umbrella.
For your clients or customers, this is an easy way to accept online payments. From a branded page that you can customize to customer preference around their payment option, your site’s payment experience is seamless and intuitive without having to miss a valuable branding moment.
In addition to these incredible capabilities within the Zoho Finance Plus platform, there are also other benefits to using this tool for your business.
We all know that as our technology continues to advance and our devices become more capable, it may feel overwhelming when it comes to keeping everything organized and accessible. One of the greatest benefits of Zoho Finance Plus is that everything and all the tools are in one place. Since they can all work and talk with each other, all of your apps are easy to use and as updated as possible.
Because the consumer experience expects immediacy at practically every moment, it’s imperative that your operations can serve as quickly as possible. From the moment a seller communicates a quote to a lead, that information is communicated to the proper fulfillment teams to execute so that the guarantees can be met and the lead turns into client. The more this is done on a routine level, the greater satisfaction rating your company will receive in market.
In the same vein, this heightened process structure means that others can be performed just as quickly. Since so much our business world is turning into some kind of subscription model, payment processing must be seamless. This also includes the satisfaction around reimbursements and expenses. Zoho Finance Plus can remove so much of the red tape around payment processing, which will ultimately mean happier customers and happier employees.
Your finance teams were hired due to their incredible backgrounds and analytical mindsets. They may not be computer whizzes or pros at understanding software, which means that you need to provide them with software that caters to their needs and is also intuitive. It goes without saying that Zoho Finance Plus is easy to use and is informed by other financial experts in terms of what is needed and what is the most valuable.
Of course, Zoho Finance Plus works directly with your customized Zoho CRM. Your finance teams will be able to interact and communicate with other related teams to move processes along. And if a change is made in one platform, that change will be automatically reflected in the other one. Not only does this remove the possibility of error or duplication, but it ensures that the most up-to-date information is reflected to all team members. Additionally, in processing, all team notifications will work together to ensure that not one member is holding up the movement or acceleration of the flow.
Because Zoho Finance Plus relies on the cloud to compute and communicate, this means that your teams will be able to access this software and these tools no matter where they are or the time of the day. Since we know that we’re all connected essentially at all times, this eliminates any bottlenecking or delay in processing. Additionally, this also means that your teams can move these processes along on their preferred device, which will make them more comfortable and satisfied overall.
Not just anyone can handle the finances of your growing company, so you need to ensure that you proved your financial teams the best software that can support what they need to do. Zoho Finance Plus not only provides them these necessary tools, but it communicates with your Zoho CRM so your other teams stay in the know and updated as they need to be.