CRM

Creditsafe Connect

Creditsafe extension for Zoho CRM – integrate & automate your credit checks in Leads & Accounts

Connect your creditsafe account with Zoho CRM for fast credit ratings

The Creditsafe extension for Zoho CRM allows you to run credit ratings for your Leads and Accounts without leaving your CRM. Transfer company details and credit rating information and get an optional credit report PDF for the associated record. You will need the creditsafe Connect API set up to use this extension – contact your creditsafe Account Manager to arrange a free trial before installing this extension.

Key features

2 Way Data Sync

2 way Company and Contact data sync so you only enter data once

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Sales Pipeline Automation

Create a Quote in printIQ and a Deal is automatically created in CRM

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Choice of Field Mapping

You choose the data set / fields to sync between CRM and printIQ

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Automatic pipeline updates

CRM Deal Stages updated based on Quote Status in printIQ

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Alerts & Reminders

Automate alerts and reminders in CRM based on Quote Sent Date or Deal Stages

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Single click to printIQ

Easy, one click to view printIQ quote from associated Deal in CRM

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How it works?

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Overview

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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.
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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. Click through to view videos of the integrations available for Zoho CRM, Hubspot and Salesforce.
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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 Request.
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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.
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For 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.
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Testimonial

“Just a note to say the integration between printIQ and Zoho CRM is in and working well so far. Thanks to your team for their support during this process. We have found all of your team an absolute pleasure to work with.”

Jonathan O’grady

Excel Digital, Marketing Manager

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PrintIQ CRM Integration

Frequently asked questions

What are the system requirements?

Zoho Professional plan or above is required along with the IQconnect – API module for printIQ.

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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.

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Hear what our clients have to say

Data Image UK

“The systems Squirrel has implemented have already simplified our processes and made us more efficient…ultimately it has improved customer experience.”

Robert Farfort

CEO

“SETEC has been fortunate enough to have SQiBLE come on board and provide effective IT solutions to assist in processing our large range of custom power solutions. They have shown a great level of professionalism and knowledge, whilst also gaining a thorough understanding of Power Management and Battery Management, which has been incorporated effectively into the IT development process. SQiBLE have been spot on with the delivery of their projects and have communicated ideas and concepts in a very clear manner and we wouldn't hesitate to use their services again in the near future.”

David Sims

CFO, Setec

“We are happy with SQiBLE's business intelligence consulting work. They have a good knowledge of BI requirements in the automotive industry, high professionalism and overall exceeded our expectations. We are happy with the service, follow up, documentation and on time delivery. Our time with SQiBLE has reinforced our confidence in our BI direction. I would certainly recommend SQiBLE to other businesses.”

Kim Wilson

managing director, pentana solutions

“We recently engaged BrainStorm to provide extra resources while our in-house development staff were tied up on a series of special projects. Their extensive ERP knowledge and Infor Cloudsuite experience meant they could “hit the ground running”. Feedback from users was excellent, and I now see them as a vital extension of our Syteline support organisation.”

Andy Laughlin

IT director, Horizon Global

“Implementing Cloudsuite Industrial granted us the capacity to swiftly update our Bill of Manufacturing, offering comprehensive insight into our costing and facilitating prompt price adjustments, thereby preventing financial losses.” “SQiBLE have been exceptional in their assistance in implementing the ERP and we are so happy that we chose Infor Cloudsuite Industrial Syteline.”

Steve Schott

General Manager, Newkem

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Case Studies

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