The Zeus 4 team is pleased to announce the release of an extension that integrates part of Magaya's supply and transportation management system with the CRM of Zoho web platform. This extension is connected to two systems that are at the top of their respective industries.
Nowadays, business intelligence (BI) and artificial intelligence have become very important topics for large and small companies alike, aiming to keep business continuity and productivity unaffected.
With the situation created by COVID-19, many small and medium-sized companies faced unnecessary disruptions because they were using separate siloed applications and data systems, making it difficult for employees to collaborate remotely, provide reliable customer service and build trust with their business partners despite the situation. Digital transformation, and with it , ERP (enterprise resource planning) systems, become a necessity to succeed in today's highly competitive marketplace.
As enterprises have struggled to adapt to the digital transformation forced since 2020, it has become clear that independent business applications are not enough to stay on a healthy-digital growth path. The organizations need an operating system unified across a connected ecosystem of operations to truly transform their business successfully and exploit the power of digital tools.
Importance of the integration with Zoho CRM
Importance of the integration with Zoho CRM
In today's market for the sale of products and services, working with a CRM system is very significant due to the benefits it brings to the sales, marketing and customer service area of any company; facilitating customer loyalty, what gives profitability to your business in a long term.
For Magaya users, the integration with Zoho means the treatment of sales processes linked to logistics, but from a separate dedicated interface, that increases performance efficiency and eliminates redundancies in operations. From Zoho CRM, they will gain more profit in their business by managing and monitoring customer interactions and improving sales pipeline performance. In order to achieve the quotation flow that best suits their company and in correspondence with the customer, they will get the necessary impetus towards making better decisions around key process indicators (KPIs), with the flexibility and the required information management.
The extension features
The extension features
In the implementation of the project, we used the development tools provided by Zoho, mainly Sigma; with which the CRM is extended through new interaction interfaces for the user, more available data, automations and functions that facilitate the information management.
The operation compatible between Magaya and the CRM is the quotation, since it is the first one in the logistic process and from which other transactions are generated. The "Magaya for Zoho CRM" extension is compatible with all Zoho editions. When installed in your organization linked to this platform, you will have immediate access to a number of features, which are explained as follows.
- Synchronization of customer data
The acquisition of new customers and changes in the information of those already in your CRM are automatically expanded to your connected Magaya database. You can also import all the customers you have stored in Magaya into Zoho CRM, at any time.
- Handling of freight forwarding quotations in the CRM.
You can prepare freight quotes in the CRM with all the necessary and compatible data. These can be transmitted to Magaya to generate other transactions, facilitating the integration and communication of your company's operation teams. In the information management, you will have available a variety of automations, which will ease the work with it and the creation of new records.
User-friendly interface for the sales team
The extension contains an interface to manage the quotation process in a simple and organized way by designing SPA applications and taking advantage of the flexibility of web pages. The data flow and architecture is similar to the one used in Magaya applications, allowing a friendly adaptation to users who are used to Magaya's interface.
Customizable extension of your CRM
By installing the extension, a series of modules and fields are added to your CRM that make up all the data necessary to manage and make both systems compatible. The display of all records and the interfaces to manage them are flexible and highly customizable, having the possibility to create a design that suits your needs.
Unified classifier data
All the classifying data of your management, related to the configuration and administration section in your Magaya system, and that are linked to quotations and customers, can be imported into your organization in Zoho CRM. You can perform this operation when installing the extension at any time, as well as check if there are new items created in Magaya.
Shipment monitoring.
You will have access to the information of the scheduled shipments at all times as an important part of the KPI, being able to visualize them as required either in graphs, charts or other ways.
Magaya and Zoho, the best of both worlds
Magaya and Zoho, the best of both worlds
Provide both your operations and logistics team and your sales team with the right tool and efficient communication achieved through the integration.
The extension is published in the Zoho marketplace under the name "Magaya for Zoho CRM" (link to marketplace).Don´t hesitate to contact us via email: team@zeus4.com, or request a demo at (link to demo form page).
For further information, please visit our dedicated page: https://www.zeus4.com/magaya-extension-for-zoho-crm
