Streamline your Processes
Integrate your Systems
Unlock the Value of your Data
seamless CRM integration with print management software
HOW WILL THIS HELP ME?
Get your key systems working effectively together. Use the power of CRM to drive your lead and sales pipeline management and then handover to printIQ for online quoting, ordering and production management. Customer data is entered once and synced through ready for quotes and orders to be raised. No more siloed data or manual re-entry of information.
Account and Contact data is entered into CRM and synced across to printIQ to create Customers along with billing and delivery Contacts. You choose the fields to sync between the systems including address, phone, credit terms, industry/sector.
Quotes or Orders raised in printIQ create Deals in your CRM using key information including products quoted, quote date, value and status. There is a handy URL link in the CRM Deal to the Quote in printIQ and as the quote status changes so does the Deal stage.
Using the workflow automation in your CRM you can set-up internal alerts and reminders for follow-up along with automated notifications to customers in your sales pipeline. Sales reports are accurate, last purchase dates are known and customer orders are visible to the entire team. We have integrations available for both Zoho CRM and Hubspot.
You can extend the integration to create Leads or Deals from your ticketing system i.e. Zoho Desk ensuring customer enquiry is captured and directed to the right team. Other workflows may include creating placeholder Quotes in printIQ from your CRM or pushing job production status from printIQ to CRM to track and communicate with Account Managers and customers at each stage of job delivery.
Frequently asked questions
Zoho Professional plan or above is required along with the IQconnect – API module for printIQ.
Typically 3-4 weeks allowing time for scope approval, development and user acceptance testing.
Yes there is an annual Managed Hosting fee for the integration. The integration is deployed and maintained on our secure platform hosted within the Amazon Sydney data centre.