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Zoho

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Zoho integrated

INTEGRATED SALES & FINANCE IN THE CLOUD: BRIDGING THE GAP WITH ZOHO CRM & BOOKS

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Zoho.com offers an online suite of cloud applications to automate all your major business functions, from back office functions like HR, accounting, to customer facing functions like sales and marketing. During this webinar, we'll be talking about Zoho's easy-to-use, online accounting software, Zoho Books. We will also be talking about how you can track and manage key CRM as well as accounting information in the same place.

Learning Objectives

  • Learn what a CRM app is, how it works, and why it's important for growing businesses.

  • Learn about Zoho Books, a powerful cloud accounting platform with powerful built-in integrations.

  • Learn how to integrate Zoho CRM and Books.

  • Explore features of a robust sales and finance integration and how it can reduce manual data entry and automate tasks.

Linkedin

Talha Baqar

Zoho
Program Manager, Zoho Books Advisor Program

Zoho

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Zoho
The Operating System for Business. Zoho offers a comprehensive suite of 35+ applications that help businesses manage their sales and marketing, productivity and collaboration, finance, human resources, and more. Customers use Zoho apps to run their businesses from front office to back – all in the cloud and on mobile. With more than 20 years in the books and 4500 dedicated employees helping over 23 million Zoho users, we're excited to welcome you to the growing Zoho Family. Explore the Zoho Suite of Apps at www.zoho.com.