crm4ecommerce

ZohoCRM Bidirectional Synchronization

  • Popularity Score 99 Popularity Score

    Popularity ScoreReferrals to Site/Downloads

    0 0 1+ 1+ 250+ 250+ 1000+ 1000+ 10000+ 10000+

Great extension allow synchronizing data bidirectional between Magento stores and Zoho CRM system.
Compatible with:
This extension is currently unavailable on Magento Connect. Please contact the developer.

You will be re-directed to the developer's website to complete your purchase.

You must be registered and logged in to get extension key.
In order to get this extension, you must be logged in to the Magento Community. Click here to login or register.
In order to get this extension, you must have active Magento Go Store. Click here to create Go store.

Magento Connect

$449.00
Overview

ZohoCRM Bidirectional Synchronization

1. Why do the online merchants need a CRM solution?

Have you ever heard the saying that “The success of your business depends on the way you treat your customers”? This is one of the most important truths of business activites. But how do you treat your customers in the right way? That's what CRM solutions are in place for.

Each customer is a different individual with different likes, dislikes and behavioral patterns. Then, how to report each customer has purchased how much? Who are leads? Where are the potentials? Who are the strategic customers...? As a businessman, these are extremely important issues that you have to keep in mind to ensure that you treat each customer in the best possible way.

A good CRM solution will be not only bring the professionalism in the management of customer's activities and customer care services, but also gives your business more utilities in:

  • Increasing your sales with a professional marketing tool – “close more deals in a less time”: Support the easy creation and professional management marketing campaigns;
  • A good tool for analysis your business activities: Make more easily to analyze the strengths, weaknesses, opportunities and threats are brought from your vendors, warehouses, products, services, leads and customers;
  • More easily to manage your spending, cost, profits and income;
  • And more and more excellent utilities, but it is so difficult to a normal online shopping store can controlling all these!

So, do you want using a good CRM solution for your sales?

However, if you decide to use a CRM solution in your sales, so, there two posed questions are: Have you to hire more workers for daily data updating from your online stores into CRM? Increase fee for managements?

The answer will be NO if you use an automatically data synchronizing solution between your online stores with CRM system...

2. Where are the differences?

CRM4Ecommerce Magento ZohoCRM Bidirectional Synchronization is the BEST and UNIQUE Magento extension allows synchronizing data instantly bi-direction between Magento stores and Zoho Customer Relationship Management system (Zoho CRM - http://zoho.com/crm/). Besides the advantage utilities that provided by Zoho CRM, combined with the superior features compared with all the same type products/services (1), such as:

  • Allows synchronizing all types of data: Customers, Newsletter Subscribers, Products, Quotes (Cart data), Orders, Invoices, Order's / Invoice's / Shipment's / Credit Memo's Statuses History & Comments, Promotion Catalog Price Rules and Shopping Cart Price Rules from Magento stores into Zoho CRM Leads, Accounts, Contacts, Products, Campaigns, Potentials, Quotes, Sales Orders, Invoices, Events and Tasks;
  • Allows merging all Magento guests and customer account that have the same email address into only a ZohoCRM Account (HOT).
  • Allows synchronizing Quotes, Orders and Invoices even when products were deleted (NEW);
  • Allows using Price Books in ZohoCRM Quotes, Sales Orders and Invoices (NEW);
  • Allows mapping smartly manually between Magento built-in / custom attributes and ZohoCRM built-in / custom fields;
  • Allows or disallows deleting leads, accounts, contacts, products and campaigns in ZohoCRM when corresponding customers, subscribers, customer's addresses, products or promotion rules are deleted in Magento store (NEW).
  • Allows exporting option values of multi-choice attributes to file (easily to add them into zoho picklist field) (NEW);
  • Supports synchronizing data instantly, synchronizing data in queue smartly by ajax technique and based on schedule (cron job);
  • Supports loading data of Leads, Accounts, Contacts, Campaigns, Products, Quotes, SalesOrders, Invoices and Tasks from ZohoCRM into Magento store by instantly from ZohoCRM or manually and based on schedule of Magento;
  • Supports reporting synchronizing statuses by pie charts;
  • Allows saving the log of all actions of data synchronization;
  • Compatibles with CRM4Ecommerce Magento ZohoInvoice Synchronization and plugins Magento ZohoCRM Exim Express, Magento ZohoCRM Make Quotation, Magento ZohoCRM Solution, Magento ZohoCRM Case and specially, it is not conflict with any other Magento extensions from other providers;
  • Easy installation - just upload files and No overwrite any file in Magento store!

Surely, this would be a powerful tool to enhance effectively the controlling your business, boost your sales and promoting your products to customers.

3. What are the benefits it can bring to you?

When using CRM4Ecommerce Magento ZohoCRM Bidirectional Synchronization, you added more additional utilities for your magento stores in the sales and customers management:

  • Replace professionally Inventory Management systems (2) for Magento stores;
  • Follow purchasing of customers: Number orders that customer placed, total paid, total refunded, total due, total revenue from customers...;
  • Analysis potentials that created from customers when customers create quotes (shopping carts), place orders, process...;
  • Report about promotion programs: Analysis total revenue, total orders, total customers...;
  • Create Quotes (Cart data), Sales Orders, Invoices for any customers (registered or not logged in) of Magento from ZohoCRM – replace for the Quotation systems on your stores;
  • Allow customers and you - store owners - are able to negotiate price when customers go shopping. You can edit price in carts, orders or invoices for invidual customer;
  • Use ZohoCRM to customize Quotes, Sales Orders and Invoices tempate and export & print them for customers via pdf downloadable documents;
  • Use other great applications that are provided from Zoho Corporation such as Zoho Invoices, Zoho Books, Zoho Creators, Zoho Projects, Zoho Supports...;
  • And specially is reducing fee in human management activities.

4. How does it work?

Depending on the configuration of the user that data will automatically be synchronized immediately from the Magento site to ZohoCRM system and backwards as soon as the data is updated or data will be synchronized simultaneously from the Magento via cron job.

CRM4Ecommerce Magento ZohoCRM Bidirectional Synchronization Workflow

5. User guide document

Magento ZohoCRM Bidirectional Synchronization Overview & User guide Magento ZohoCRM Bidirectional Synchronization Overview & User guide

6. Compatibility

Zoho Editions: Free, Standard,Professional and Enterprise.
Notice that: Zoho Free & Standard Accounts haven't modules Products, Campaigns, Quotes, SalesOrders and Invoices.

Magento Versions:

  • Community Edition: 1.3.x - 1.4.x - 1.5.x - 1.6.x - 1.7.x - 1.8.x.
  • Enterprise Edition: 1.9.x - 1.10.x - 1.11.x - 1.12.x - 1.13.x.

(1). There are many providers are providing products and services allow synchronizing data between Magento stores and ZohoCRM, however, all of these products and services only allow synchronizing data via queue in provider’s cloud, consuming high costs (pay by monthly / yearly) and specially, they disallow synchronizing data instantly bi-direction!

(2). CRM is not only a customer care and marketing online system but also an inventory management system.

Release Notes

More flexibility with a new big change

2014-04-29 22:50:31
  • Version number: 1.2
  • Stability: Stable
  • Compatibility: 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1
Now, module allowed using Price Books in ZohoCRM Quotes, Sales Orders and Invoices.

Recognize Customers via Guests and Prevent deleting objects in ZohoCRM

2014-04-06 04:08:40
  • Version number: 1.1.5
  • Stability: Stable
  • Compatibility: 1.3, 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1
Add three new great features:
  • Allows merging all Magento guests and customer account that have the same email address into only a ZohoCRM Account.
  • Allows merging customers / newsletter subcribers of the multi stores on the different Magento installations.
  • Allows or disallows deleting leads, accounts, contacts, products and campaigns in ZohoCRM when corresponding customers, subscribers, customer's addresses, products or promotion rules are deleted in Magento store.

Replace for the Quotation system on your Magento stores

2014-03-15 21:18:37
  • Version number: 1.1.4
  • Stability: Stable
  • Compatibility: 1.3, 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1
With this version, you can really create the quotations for your customers from ZohoCRM and you use ZohoCRM to export & send quotation pdf to your customers via email. After that, as soon as your customers logged in store, they can place order with created cart.
Beside it, in this version, we also fixed some bugs:
  • Can't create order in Magento Admin;
  • Canculate subtotal and shipping fee of saleorders and invoices are incorrect;
  • Convert ZohoCRM SalesOrder into Invoice and change Invoice from status Created to Approved (in Magento store will be Paid) but in Magento Order, items not change status to Invoiced.

More powerful and flexible with new released version 1.1.3

2014-02-23 02:42:42
  • Version number: 1.1.3
  • Stability: Stable
  • Compatibility: 1.3, 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1
Add two new great features:
  • Allows synchronizing Potentials, Quotes, SalesOrders and Invoices even when products were deleted.
  • Allows exporting option values of multi-choice attributes to file (easily to add them into zoho picklist field).

Magento ZohoCRM is now really synchronize instantly data bi-direction

2014-02-01 16:51:13
  • Version number: 1.1.2
  • Stability: Stable
  • Compatibility: 1.3, 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1
This is the UNIQUE Magento extension over the world that really allows synchronizing bi-directional data instantly between online shopping stores built on Magento platform and Customer Relationship Management system Zoho (Zoho CRM). Besides the advantage utilities that provided by Zoho CRM, integrate with the great features such as synchronize all types of data, synchronize data instantly, synchronize data based on plan (cron job), synchronize magento newsletter subscribers, customers to zoho leads, accounts & contacts..., auto-create potential to analyze quotes & accounts, statistics by charts and save the log of statuses of data synchronization process, surely this would be a powerful tool to enhance effectively the controlling your business and promoting your products to customers.
Reviews

About the Developer

This extension was developed by and is supported by crm4ecommerce

ZohoCRM Bidirectional Synchronization 1 5 2 2
Had bugs, developer wanted another $600 We bought the extension and tried installing it for nearly 2 weeks. We had one problem after another, some easier to troubleshoot than others. The developer was responsive, I eventually asked him to help us troubleshoot an issue we thought was caused by his extension. When the developer saw that we have a multi-store magento site he demanded that we pay an additional $600 usd for a multi-domain license. Seeing as how we couldn't even install the single domain, I asked for a refund. The developer controls the license keys remotely so I thought this wouldn't be an issue. TLDR: we couldn't get it working, developer wanted more money, and refused to refund. July 9, 2014
Great !!! Thats what I wait for so long. First extension for CRM with two-way sync. I can't believe it -that finally somebody connected it - for normal price not for $2000-50000. I need to re-think - cause I planned to sync with SugarCRM. will the sugarcrm connection be available - also for TWO-SYNC ? M. October 3, 2012
1-2 of 2
Q&A
(1 Question : 1 Answer)

Product Q&A

Ask your questions. Share your answers.

 
 
« Back
 
 
Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_27164609
Customer avatar
by
paul_beattie
-
1 year, 1 month ago
0points
0out of 0found this question helpful.
Was this helpful?Yes0No0

Answers

Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_26089387
Customer avatar
Answer: 
Hi Paul, we are very so sorry, at the moment, our extension is not compatible with Magento Go, but in the future, we will make it compatible.

Best regards,

CRM4Ecommerce Team
by
crm4ecommerce
-
6 months ago
0points
0out of 0found this answer helpful.
Was this helpful?Yes0No0
1 of 1
1 of 1
Get Help

Support for This Extension

The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

Magento Platform Support

If you need support for a Magento platform, there are different options for support depending on which Magento platform you are using. Below are links for specific platforms.

In order to upload extension, you must be logged in to the Magento Community. Click here to login or register.

Close

Register

* Required Fields

Close window

Forgot Your Password?

Please enter your email below and we'll send you a new password.

* Required Fields

Close window

Login

To upload extension you must be logged in.

* Required Fields

Close window

You are using an outdated browser

We built Magento Connect using the latest techniques and technologies.
This makes Magento Connect faster and easier to use.
Unfortunately, your browser doesn't support those technologies.
Use the links below to download a new browser or upgrade your existing browser.