Zoho Subscription Work

  • Subscription Overview
    • Handle your customer subscription billing life cycle from end to end. Automate recurring billing, manage subscriptions, send professional tax-compliant invoices, and get paid on time, every time.
    • Take this one step further with automation/integrating to Zoho CRM and other Zoho applications.
    • Below are some details of what WebSalesDesign has implemented for others.
  • SetupZoho Subscriptions
    • Subscriptions and integrate it to CRM
    • Help define Product, Plans, AddOns etc.
    • Defining where the data should reside (Subscriptions or CRM or …)
  • Data Manipulation
    • Move data from Subscriptions to CRM and vise versa
    • Change data when needed based on rules
  • Advanced Reporting
    • Analytics reports that combine Subscriptions, CRM and other Zoho products data
  • Automation
    • Automatically check if customer has a bank account associated at the customer level and subscription level and auto assign bank to the subscription if needed
      • This comes into play if your subscription starts in the future, but you want them to put their bank information in right away
    • Automatically send out Request Payment Method based on workflow
  • Smart Website Form
    • Smart form (Zoho Creator) that reads CRM and Creator data to make up page and changes fields and dropdown values based on the data
    • Saves to CRM and Subscriptions
      • Subscription is great for billing, and CRM is great for sales and marketing so it is best to put the data where it can help you the most.
      • Created a form that allows multiple contact to be entered
        • Once subscription is created it only saves key person into subscription and the rest in CRM with the appropriate relations between them.  Subscription only requires one contact, however you may need to have multiple contacts associated to the subscription.
  • Tools
    • Zoho Subscriptions
    • Zoho Subscriptions API
    • Deluge
    • Zoho Creator
    • Zoho Creator API
    • Zoho CRM API
    • Zoho Books API
    • Zoho Workdrive API
    • Zoho Writer API
    • Php
    • WordPress

 
 
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