Therapy Online Saved a Huge Amount of Time and Reduced all Manual Data Entry Errors, And Achieved a 100% Order Accuracy With Our Zoho WooCommerce Integration Plugin.
Product Name: CRM Integration For Zoho
Key Features: Two-Way Product Sync, Multi-Currency Support, Abandoned Cart Syncronization, Bulk Data Syncronization Based On Date Range, Sync Historical Records and logs, Supports Filters with Instant or Background Sync.
What the company is all about?
Therapy Online is a platform dedicated to providing accessible mental health services through virtual sessions with qualified psychologists, therapists, and counsellors.
Users can select a professional registered with the Health Professions Council of South Africa (HPCSA) based on their own preferences and needs. Once a therapist is chosen, users book an online appointment directly on the platform. After booking, clients receive support in the privacy and comfort of their own homes, participating in therapy via the internet.
Therapy Online's goal is to break down barriers to professional mental health care by making the entire process, finding a therapist, booking, attending a session, and handling payments, simple, convenient, and entirely online.
What Were Their Challenges?
Therapy Online was facing the challenge of wasting too much time on manual data entry, which also contained many errors. From an efficiency standpoint, this process was not well refined and led to the wastage of important resources without achieving standard data accuracy.
To solve this problem, they utilized the Zoho CRM integration plugin by WP Swings to manage their customer data with ease and efficiency.
As they were already using WooCommerce, all they had to do was install the plugin and set up the connection with Zoho CRM.
What Is The Solution And Where Did They Get That?
CRM Integration For Zoho With WooCommerce plugin was the perfect solution for Therapy Online. After purchasing the plugin from the WP Swings website, they easily set it up and synced their customers’ and sales data for analysis, in minutes, which would have taken hours if done manually.
This provided them with a simple and efficient solution to meet their requirements.
What Immediate Benefits Did They See After Successfully Implementing Our Plugin?
After installing and configuring the Zoho CRM for WooCommerce plugin, they reduced a huge amount of time spent managing their WooCommerce store and customer data.
They also reduced the errors caused by manual data entry by nearly 100%.
How Does CRM Integration For Zoho Plugin Help Them Achieve Goals? (Most-Relevant Rated Features As Per Use)
Therapy Online found the following features most useful to address their challenges:
Two-Way Sync –
Two-way synchronization with Zoho CRM helps in synchronizing data both ways. Any changes made to a product in WooCommerce will be updated in Zoho, and if any changes are made in Zoho or a new product is created, it will be reflected in WooCommerce after synchronization.
Multi-Currency Support –
Zoho CRM Integration plugin with WooCommerce comes with multi-currency support. All you need to do is activate the multi-currency setting in Zoho, and you can sync orders in multiple currencies.
Conditional Filters –
With this feature, you can define conditions using statements like AND, OR, etc., so data only gets synced when specific conditions are met.
Two-Way Deletion for Products –
Just like the two-way sync, Zoho CRM Integration with WooCommerce plugins has two-way deletion. If you move a product to trash in WooCommerce, it becomes inactive in Zoho CRM, and likewise, if a product is moved to trash in Zoho CRM, it is moved to trash in WooCommerce.
Sync Abandoned Cart –
Synchronizing abandoned carts became easy with the Zoho CRM plugin. You can sync both guest and logged-in users who have abandoned their carts. This works after you set a cart abandonment time limit (how much time a user should be inactive before it is considered cart abandonment).
Woo Sync Logging –
This setting allows easy enabling or disabling of log creation for WooCommerce-based synced data over Zoho CRM.
Historical, Manual & Bulk Data Sync –
Sync data of the WooCommerce object. Select the object and related feed to start sending your existing data over Zoho CRM.
How These Features Of CRM Integration For Zoho Helped In Their Store’s Growth?
These features collectively helped Therapy Online to ease their sales and automate the entry of customer data, manage inventory, and gain valuable insights through data analysis.
A Short Quote From Therapy Online
“With this plugin, I can run my store successfully, and the support has been great.”
- Therapy Online
Is The WooCommerce CRM Zoho Integration Plugin Worth Recommendation?
Therapy Online awarded our Zoho WooCommerce integration solution an impressive 5 out of 5 stars.
