“Devtac helped me with the CRM setup, transition, coding, and setting up customer functions. The Account Manager even tutored me how to write customer functions. I am proud to say that with their help I am able to write my own customer functions and I am also able to help other Zoho users with customer function issues.”
-Josef Carlo Velina, Founder, Mostaco Marketing
Challenges
Facing challenges after three years of utilizing Zoho Books, our client recently upgraded to Zoho One for a user base of nine. However, difficulties arose in configuring Zoho CRM, prompting the acknowledgment that professional assistance is required for successful implementation. Consequently, Mostaco Marketing has approached Devtac to collaborate on enhancing their Zoho CRM platform. The objective is to introduce a new functionality that facilitates the capture of specific data from Zoho Books whenever a new invoice is generated, ensuring seamless integration and storage of vital information within the CRM platform.
Solution
Devtac proposes a tailored solution wherein a custom function will be developed to seamlessly capture specified data elements, including Invoice Number, Invoice Date, Quantity, and Offered Price, from Zoho Books and integrate them into the CRM Platform. This implementation ensures a streamlined process, enabling the automatic transfer of pertinent information each time an invoice is generated, thereby enhancing the efficiency and accuracy of data management between the two platforms.
Outcome
The collaborative efforts between Devtac and Mostaco Marketing resulted in a significant enhancement of the Zoho CRM platform. This implementation successfully facilitated the automatic transfer of crucial information, leading to a streamlined integration process and improved efficiency in data management. The outcome of this collaboration is marked by a refined Zoho CRM platform, overcoming initial challenges and establishing a more robust and accurate system for Mostaco Marketing’s operational needs.
