Tag Archive for: Zoho

Zoho customers and partners gathered in Mexico City in November 2022, and as Zoho Partner, Commercient had to be there, too! Our solutions engineer Rebeca Oliva assisted #ZoholicsMX2022 in Mexico City. She met many amazing people, made valuable #connections, and learned a lot about what’s new and coming for Zoho in 2023.

Zoholics is Zoho’s conference series, where they share product updates, educate customers, and announce game-changing new product releases. It also allows attendees to meet Zoho’s team face-to-face and learn directly from the staff behind their apps. Zoholics offers:

-Informative Product Briefings 

-Personal 1-on-1 Sessions 

-Networking & Fun

So we interviewed Rebeca Oliva about her experience at this event, and here’s what she has to say about Zoho and the integration apps Commercient develops to connect our client’s Zoho CRM with their ERP accounting system:

Learn more about the Zoho and ERP integration

Click here to see the Zoho CRM integrations.

Why did Commercient attend Zoholics?

We are expanding our strategic partnership with Zoho LATAM, so when they invited us to Zoholics, we decided it was time to go. We also wanted more information about what’s new with Zoho and their plans for the future.

We wanted to connect with Zoho implementation partners and users from Mexico and Latin America. As part of the Commercient Sales team, the goal was to bring all the knowledge we could to use as a sales tool as part of our data integration services. For example, Zoho Analytics allows data analysis, showing data on reports and dashboards that as of now, come from different sources (both internal and external).

Any takeaways you’d like to share?

Many partners are committed to Zoho and looking for ways to enhance growth together.

Zoho’s interface is intuitive and robust, as it has access to more than 50 apps within the Zoho ecosystem.

The Zoho team was kind, friendly, and respectful. All attendants could see how passionate Zoho’s staff is regarding the solutions they provide for their clients and the plans ahead.

Many were pioneers when Zoho decided to break into the Latin American market.


News on Marketing, Sales, Customer Service, Development, Operations, Productivity, and Collaboration.

What’s coming in 2023.

Zoho’s Values and how they strengthen their work in terms of investment, security, innovation, privacy, and an ecosystem that includes clients, partners, and employees.

Investments so they develop or improve the best apps in the market.


We connected with Zoho partners in Mexico and other countries that may be interested in partnering with Commercient to offer an integration between Zoho and more than 110 ERPs.

There were in-person meetings with Commercient partners before the event.

We received the recommendation to integrate Aspel SAE and Contpaq in Mexico. 

They also recommended working on an integration for Zoho Books Mexico, one of their newest products.

I met with the Zoho LATAM team and discussed how to strengthen our partnership in Mexico and Latin America to help more companies that need to connect Zoho CRM and the different apps in Zoho One.

We planned Business Development strategies to bring Zoho and Commercient SYNC in front of more potential customers in a more effective way.

Questions about how you can connect Zoho CRM, Zoho Books, Zoho Analytics and more to +110 ERP accounting systems? Contact us today to discuss your data integration needs.

In 2020 Commercient plans to continue with the rapid expansion and moving on to bigger and better things. Here is a small taste of what’s to come.  

Artificial Intelligence

In 2020 Commercient will be extending the use of Artificial Intelligence not to only streamline SYNC processes such as data deduplication but also to drive the creation of an AI Sync engine that will autonomously build integration between products based on learned connections. Armed with an Oculus headsets and our virtual reality platforms, Commercient’s foray into 4th generation technology is what keeps Richard Jenkins, Co-Founder and Chief Technology Officer, motivated and excited to begin each day. His vision and enthusiasm motivates each person at Commercient to be a technologist.

The AI initiative includes:

  • Guided Commercient Sync implementation in virtual reality using Amazon Sumerian
  • Speech interaction during the Commercient Sync implementation using Amazon Lexbot in conjunction with Sumerian. 
  • Humanlike speech generated using Amazon Polly for combinations of 5 CRMs, and 85 ERPs in 5 languages to be used in conjunction with Sumerian and Lexbot.

“2019 is the awakening of AI in integration. 2020 is the year AI begins to influence integration projects in order to achieve the largest cost savings and Commercient will pass those cost savings on to the customers.” – Richard Jenkins CFO at Commercient.  

More Apps & Exclusive Offers

We will be producing more apps for Salesforce, Microsoft, Zoho, Sugar, Mulesoft, and HubSpot.

A SAPB1 app will become available in the Microsoft Appsource. Exact Online will be available soon in the Zoho Marketplace.  Also next year we will have an exclusive offering for Salesforce Manufacturing Cloud. The Manufacturing Cloud is a specific Salesforce CRM created for manufacturers. It allows manufacturers to combine sales and operations, consolidate account planning and forecasts, and deliver greater business clarity. 

In February and March, Commercient will be speaking at Salesforce’s offices in Chicago and Colarado.

Commercient’s Integration With HubSpot

We announced our partnership with HubSpot in late 2019. In 2020 our integration with HubSpot will continue to grow. Watch the space as we plan on connecting multiple ERPs with HubSpot.  

With Commercient SYNC, the #1 data integration platform for sales, you can now integrate HubSpot CRM with Sage or QuickBooks to help enhance your sales, marketing, and customer service. Integrating HubSpot CRM with Sage or QuickBooks desktop is a powerful way to streamline daily processes and save valuable time and resources throughout your organization.

Commercient’s SYNC makes it possible for you to see your QuickBooks or Sage data in HubSpot CRM. The data integration app keeps you up-to-date with changes made in QuickBooks or Sage ERP and HubSpot CRM system simultaneously.

Continued Charity

In 2020 Commercient will continue with the pledge 1% promise and continue with the contributions to the World Wildlife Fund (WWF). We are also working on even further eliminating our carbon footprint as a company, and lastly but most importantly maintaining our company culture as the company continues its rapid growth.

In 2020 our customers will remain at the heart of Commercient. Our renewed efforts to deliver exemplary service will drive the customer experience in 2020. Management has worked tirelessly to deliver state of the art project dashboards, streamlined onboarding, and implementation, as well as support that is global and fast. The goal is to keep making Sync implementations faster, simpler and even more responsive. 

On this note, Commercient wishes our customers, our staff and our partners a healthy, prosperous new year filled with joy.

Responding To CRM Needs

Zoho announced a major update recently that includes the release of multiple tools aimed at helping salespeople throughout the sales cycle from beginning to end.

What’s new in Zoho CRM? According to this Zoho blog post, “Almost everything, to be honest. SalesInbox and SalesSignals give you more context for every conversation. Expanded multichannel support makes Zoho CRM 2016 the most tightly integrated system on the market. Add advanced features like Page Layouts, Sandbox, and new customization options, and you can see we’ve gotten a major renovation.”

Zoho Is Growing In Popularity

Zoho isn’t exactly the first option many people think of when you’re talking about CRM, but the company is growing at a rapid pace with a reported some 300,000 businesses actively using the platform.

While the latest upgrade brought a literal 50 new features to the CRM, the main focus of the updates deal with three major functions—incentives, communication, and analysis—all of which have the potential to help Zoho compete with CRM giants like Salesforce in the marketplace.

SalesSignals For Real-Time Info

One of the biggest updates of Zoho CRM 2016 is Zoho’s new and improved SalesSignals feature which has been revamped so your sales team has everything they need to engage customers anywhere. Salespeople will now have multi channel support for email, in-person meetings, live chats, phone calls and social media.

You can also expect notifications whenever a new visitor looks at your company website or a returning customer opens an email. Nifty, huh?

An Email Inbox For Sales People

SalesInbox is another big feature introduced in this update that has salespeople talking. SalesInbox organizes email according to salespeople’s CRM data and prioritizes them to reflect their importance.

Salespeople can also customize the inbox as they see fit, defining their own filters based on the criteria they set. But the capabilities of SalesInbox go beyond organization, allowing salespeople to create new leads directly from email.

SalesInbox works with Gmail, Yahoo Mail, Zoho Mail and other email hosting services.

All-Access Zoho

Last but not least, one of the most exciting announcements of this upgrade (in our humble opinion) is the launch of Zoho Marketplace. The Zoho Marketplace will provide app developers, ISVs, partners and others with the Zoho Developer tool, access to Zoho Creator and access to the company’s Open REST APIs.

The Zoho Marketplace is a commission-free area where developers can submit their apps and extensions for approval and once approved, sell directly to the client base.

Upcoming news: We have an announcement coming soon about Commercient’s participation in the Zoho Marketplace.

Responding To The Market

With 50 new and exciting updates to play with, Zoho users have a brand new arsenal stocked with essential tools for “breaking sales records without breaking a sweat.” This update to Zoho CRM shows a company that keeps its ear to the ground and stays on top of market demands.

Two trends currently pushing the market in new areas that Zoho has seemingly made an effort to address are the use of digital assistants to increase accessibility of business data and the emergence of machine learning to help with customer engagement.

And the icing on top of the cake?  The 2016 version of Zoho CRM has the same pricing structure customers were familiar with before all of the new updates:

Free up to 10 users with paid plans starting at $12 per user per month for the standard edition, $20 per user for the Professional Edition and $35 per user for Enterprise.

If you work in sales or marketing you’ve probably heard the acronym CRM before if you’re new to the game though, you might be wondering what CRM is and why this short term is so important.

CRM Defined

CRM, otherwise known as Customer Relationship Management, refers to software that helps companies track interactions with customers and manage the data and information associated with those interactions.

If you’re using CRM software you can store customer and prospect information, accounts, leads, sales opportunities and more within the system. These systems are valuable to fast-growing companies because they help you keep up with and manage your customer relationships.

What Can CRM Systems Do?

Their capabilities vary between systems but almost all of them can store customer and prospect information. Some provide you with the ability to log calls, email prospects, or even glean information from social media profiles.  

More advanced CRMs will provide account executives (sales reps) with the option to display their team’s pipeline, create sales forecasts, and even schedule meetings with potential clients all within the system. Regardless of the features, the whole point of utilizing the software is to provide your team with a more efficient way to interact with your customer base.

Do You Need One?

The short answer? Yes. Every company wants to grow and CRM software enables them to do that. If you’re a small company you may only need a CRM system to help you get your data in the cloud to start. But as you grow, it will be beneficial to have that CRM system in place to assist with things like team collaboration, gathering insights from social media data, sending custom emails, and getting a 360° view of your business.

If you haven’t already done so, it’s time to ditch the Rolodex and headaches that come with using Excel spreadsheets to keep track of everything. Sure, these things work fine when you’re just getting started. However, they won’t cut it for long once your business starts to grow like you’re expecting it to. You need to be prepared for all those growth spurts you’re going to hit and one of the most useful things that you can invest in is a CRM system.

How Do You Choose The Best Option?

There are tons of CRMs out there—Salesforce, Microsoft Dynamics, Oracle Sales Cloud, Zoho CRM—just to name a few, that could work for your business. It all comes down to the features you need the most. If you’re having trouble choosing one, ask yourself these questions:

  • How do we primarily interact with leads? Is my primary form of interaction phone calls, social media, emails, or a combination of all three? Research how different CRMs could make prospecting easier for your account execs (AEs).
  • Does my sales team have a defined process for whom to call and when? If you don’t you might consider investing in a CRM that gives your sales team clear insight into your most engaged prospects.
  • Does my company work on big B2B deals? Do we interact with a lot of people within one organization? If the answer is yes you should look into a CRM that makes pulling and organizing specific data a breeze.

The best thing you can do to figure out which CRM is right for you is talk to the people who are doing all the interacting and selling in addition to the higher ups of the organization. This will help you determine the features your team needs as a whole.

Making A Decision

Once you’ve found the perfect Customer Relationship Management software the next thing on your to-do list should be finding a solution that will help you maximize the benefits of your CRM in addition to your ERP software.

But that’s another post for another day. If you’re interested in learning more about an application that can help you do just that (integrate your ERP and CRM data into one master system) give Commercient a call! We’d be happy to tell you how our data integration application, Commercient SYNC, does just that.



Microsoft Dynamics CRM

Oracle Sales Cloud