What are we looking to accomplish?

Software like Zoho really help streamline a lot of the repeatable processes in a business.

Data collection and transferring data between applications is one of those. So, for Affluence Financial Planning (AFP), review the following use case:

  • AFP provides a service
  • They have a sales process set up in the CRM
  • Once someone is closed on a service deal, they need to be invoiced. Affluence needs signature for the contract and to collect the desired payment structure (they offer a 5% discount for all upfront) or the full payment if spread out over 2-12 months
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