Zoho’s apps, integrated with ScanSnap’s versatile scanners, streamline business processes like document and customer relationship management

Business operations can get chaotic fast. They require multiple files, organized books, cross-team collaborations, and real-time updates. Without a centralized platform that enables seamless document, people, and project management, companies often struggle with data silos and outdated information.

Zoho’s software suites address these challenges through comprehensive applications that optimize business processes. Whether your company needs an online file management tool, customer relationship management (CRM) software, or a human resource portal, Zoho has a solution. Its apps work well together, allowing different departments to collaborate seamlessly.

Integration with ScanSnap scanners brings Zoho app efficiency to the next level. ScanSnap digitizes documents, such as contracts and invoices, and directly uploads them to several of Zoho’s apps. Companies can easily import physical documents to their business software, enabling real-time access and teamwork.

What is Zoho?

Zoho is a cloud-based solution offering over 55 apps, tools, and software suites to make business processes more efficient. These products streamline document, project, people, financial, marketing, and sales management. Below are some of Zoho’s popular offerings and what they do:

• WorkDrive: This document management tool facilitates real-time collaboration through a shared workspace that has a full office suite including Writer, Sheet, and Show. Administrators can also set permissions up to the sub-folder level to ensure that team members only have the necessary access.
• CRM: This software organizes customer data, enabling salespeople to generate quotes, invoices, and orders. It also comes with a lead management system that identifies, analyzes, and tracks lead information. Users can automate their sales routines, such as sending multiple emails to customers and updating required fields.
• Expense: This expense management platform captures and processes receipts to extract the necessary information. The digitized receipts can be forwarded to your email to help streamline reporting. Expenses such as airline and hotel bookings can also be split among multiple employees.
• Sign: This electronic signing tool lets users import documents from their desktops and online drives. It includes several easy options to draw, type, or upload your preferred signatures. Sign also automatically creates a transparent audit trail of the document signing process.
• Books: This accounting software can quickly create and send personalized quotes. Its invoice creation feature calculates taxes accurately and can be configured for multi-currency. Additionally, vendor bills can be tracked, recorded, and paid in recurring mode, minimizing delays and busywork while maintaining good relationships.
• Projects: This project management tool breaks work down into trackable tasks and milestones. It notifies team members of updates across different projects through an interactive feed. Project visualization makes it easy to track your team’s progress against its goals.
• Social: This social media management software enables planned posts and content publication queuing. Its content assistant, Zia, can help write posts and respond to comments. In addition, the analytics feature lets you know how your content is performing.
• Commerce: This ecommerce platform provides a ready infrastructure for web store launches, including security certificates and sub-domains. The pre-built themes and site builder features are intuitive, making building a sales-focused site stress-free. You can also manage your orders and inventory, and integrate the site with payment portals.
• People: This HR management software handles onboarding, attendance and leave tracking, and payroll. Its learning management system can track and administer uploaded training programs. Additionally, People’s case management feature provides employees with an easy way to start and track their queries.
• Analytics: This data management tool integrates your data from over 250 sources, such as files, feeds, web URLs, and business apps. Its self-service feature lets you plug in raw numbers and receive the insights you need. You can also format and change your data without coding.

Thousands of businesses use Zoho’s efficient and interconnected solutions. Its software has over 100 million users across more than 150 countries. Even still, Zoho is continually exploring more ways to optimize workflows, remove data silos, and boost productivity.

Did You Know?:The ScanSnap iX1600 can perform double-sided scans up to 40 pages per minute. It also creates various files, including searchable PDFs. Click here to find out why our customers have given it 4.7 out of 5 stars.

Zoho and ScanSnap integration

Zoho partners with ScanSnap to make its tools even more accessible and user-friendly. That includes integrated document scanning with the WorkDrive, CRM, and Expense apps. This integration lets you immediately capture physical documents and upload them to the appropriate folders or send them via email. No more missing invoices and receipts.

Scanned contracts, invoices, and customer correspondences can be attached to customer records within Zoho CRM for accurate documentation and tracking. Meanwhile, Zoho Expense and ScanSnap integration can streamline the receipt-to-expense-report creation process down to one click.

Your ScanSnap scanner only needs a one-time setup to integrate with these apps. Several ScanSnap optimization features, such as auto-size detection and rotation, color detection, and removal of blank pages, also reduce the need for time-wasting editing or rescans, especially when scanning in bulk.

Zoho and ScanSnap take productivity to the next level

Zoho’s intuitive business solutions optimize your workflows so you can stop doing repetitive tasks and focus on higher-value goals. When combined with ScanSnap’s direct scan-to-cloud functionality, managing your files and reports is fast, convenient, and stress-free. Plus, ScanSnap and Zoho’s optical character recognition capabilities let you instantly extract information from scanned documents (even in multiple languages).

Visit Ricoh’s website to shop for the latest ScanSnap scanners and start optimizing your document management. To learn more about how you can streamline your business processes, contact Zoho.

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