CRM

SQConnect for printIQ

Streamline your Processes, Integrate your systems and unlock the value of your Data

Seamless CRM integration with print management software

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.

Key features

2-way Data Sync

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

Sales Pipeline Automation

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

Choice of Field Mapping

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

Automatic pipeline updates

CRM Deal Stages updated based on Quote Status in printIQ

Alerts & Reminders

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

Single click to printIQ

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

How it works?

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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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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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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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.

Excel Digital

“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

Testimonial (1)
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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