Connecting MYOB EXO and Zoho CRM for Confast

Confast, a trusted provider of home improvement, construction and gardening supplies, had been using MYOB EXO to manage its business operations. However, as the company grew, it became clear that a more flexible and feature-rich CRM solution was needed, in addition to EXO, to handle sales and customer relationships efficiently. They decided to connect  Zoho CRM to their existing platform but needed a seamless transition when bringing over crucial data such as company and contact details, company relationships, product and stock information, pricing structures, and bundled kit products.

Confast also needed a smooth integration of quotes and sales orders without disrupting day-to-day operations. A key consideration was making sure that new custom quotes in Zoho wouldn’t interfere with existing quotes migrated from EXO.

Our team partnered closely with Confast to make their integration as smooth and efficient as possible. We took a meticulous approach to integrate their data, carefully mapping products, stock levels, and pricing structures into Zoho CRM to maintain accuracy and consistency across the board. This involved not only importing individual product details but also ensuring that the complex structure of kit products (which included bundled components) was successfully recreated in Zoho.

One of the most important aspects was the seamless transfer of sales orders and quotes. We took a customised approach to ensure that existant quotes from EXO were preserved in Zoho CRM, without causing any conflicts when generating new quotes. This customisation allowed Confast to continue using their existing data while taking full advantage of Zoho’s features for generating new, accurate quotes.

Throughout the entire process, we provided hands-on support to the Confast team, offering guidance and training to ensure they were fully equipped to navigate the new CRM system. This support included detailed walkthroughs of Zoho’s interface, tailored advice on optimising workflows, and troubleshooting to address any challenges as they arose. By maintaining close communication and being responsive to their needs, we helped Confast feel confident and well-prepared to manage their customer relationships and operations more efficiently in their new CRM environment.

With MyIntegrator’s expertise, we successfully connected Zoho CRM into Confast’s business processes without any disruptions. Their key business data remained accurate and intact, ensuring smooth operations and effortless management of customer relationships, pricing, and sales processes. The complex structure of kit products and bundled items was successfully replicated in Zoho, allowing for efficient product management without any inconsistencies.

Additionally, past quotes and sales orders were preserved, preventing workflow interruptions and enabling a smooth transition from their previous system. The ability to create new, custom quotes independently within Zoho CRM gave Confast greater flexibility and control over their sales processes.

MyIntegrator delivered a tailored solution that not only addressed their immediate needs but also empowered them with a more agile, scalable and efficient CRM system to support their ongoing growth.