Why Zoho is the Ideal Solution for Retailers Online and Off

by Denise Hazime on September 17, 2015

If you run any kind of retail store, either online, bricks and mortar, or a combination of the two, Zoho has apps designed specifically for your business. Zoho brings together accounting, inventory management, Customer Relationship Management (CRM), social media management, and much more under one roof – saving your business the trouble of trying to get different solutions to talk to each other. The reporting on all Zoho apps is top-notch, giving you a bird’s eye view of everything that is going on in your business. And it does it all on your choice of an annual or month-to-month payment plan, with most of its apps free for a certain amount of users or features so you can take them for a test drive. Zoho offers a complete retail management software solution.

Zoho Books

Zoho Books is Zoho’s answer to QuickBooks or other small business accounting software solutions – with the added bonus of integrated inventory management. Retailers usually pay for separate solutions for both accounting and inventory management, which can make a huge difference to your bottom line. While Zoho offers all the capabilities you need for accounting and inventory management, it really shines at integration with your various business systems.

Zoho Books for retailers

From a Point of Sale (POS) standpoint, Zoho integrates with Square, and Zoho Creator can be used by tech-savvy staff or a Zoho Creator specialist to integrate with your retail POS software of choice. Zoho Books also integrates with nearly every major online payment gateway, including PayPal. See the full list of integrations here. It also integrates with Shopify, a popular ecommerce system in use by many retailers.

Zoho CRM Plus

There are tons of features in CRM Plus for retailers, including integrated social media management, saving you from purchasing yet another solution for that function. All interactions with a customer are saved in their file from social media interactions, to how they were transformed from a lead to a sale, to past purchases.

While there is so much to talk about with Zoho CRM Plus, one feature that really excites business owners and sales managers is the integration of Zoho CRM and Google AdWords. Google AdWords reports can take lots of guesswork to interpret – Zoho CRM effectively removes this guesswork with effective lead tracking from website entry to sales conversions. This feature alone will have Zoho paying for itself, with the ability to adjust and pivot AdWords advertising campaigns with more detailed insights.
 

Zoho CRM also lets you increase online conversions by initiating chats with website visitors using visitor tracking – you’ll be able to see if they are new customers, if they have visited the website before, and what they are looking at. This feature helps reduce shopping cart abandonments and lets you give personalized help to each visitor. You can also create forms for your website, sales force and more that feed the data directly into Zoho CRM – no need for imports or manual entry.

Zoho CRM Conversion

So why would a retailer want to look at Zoho Books and Zoho CRM? These two apps handle everything you need for your business, at a very low monthly cost. Above and beyond price, you’re looking at features like AdWords integration, live chat for your website, and much more that no similar suite at this price point has. If you’re a retailer, join your fellow business owners that are already using Zoho and stop spending tons of money on multiple applications that can’t talk to each other.

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Denise Hazime
VP of Alliances at UpCurve Cloud
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