Our Process
Streamlined Solutions, Seamless Success
1
Discovery CRM
Understanding your company’s core values and translating them into a Zoho system that supports your sales and marketing initiatives is our priority. The system is designed to remain simple and user-friendly to encourage end-user adoption.
Every project begins with an exploration meeting. These meetings usually last one to three hours, although more complex projects may take longer. Regardless of your location, we can meet using conference calling and online meeting platforms.
During these sessions, we discuss your plans and objectives. We also review what has worked and what has not. Do you use Deals? Should Zoho Quotes be enabled? Do you manage multiple products? Would activity reports be useful? If spreadsheets are part of your workflow, we prefer to review them before the meeting.
Our objective is to build a system tailored to your organization. This approach increases your chances of success. It also simplifies daily tasks and improves efficiency for your team.
2
Discovery ERP
Based on your business objectives, we collaborate with you to define the most effective ERP (Enterprise Resource Planning) strategy. Our authorized Zoho solution providers help you manage operations, assets, and human resources in a way that is efficient, flexible, and scalable.
With our Zoho ERP consulting services, departments can work together more effectively. Productivity also improves. When integrated with Zoho CRM and Zoho Finance, Zoho ERP can be configured to replace other Zoho applications if needed.
3
Design
Anyone can add a field. The process itself is not complicated. However, our team has been doing this for years. During that time, we have identified common issues, resolved limitations, and developed efficient configuration methods.
We understand what works. We also recognize what does not.
After our initial discussions, we help you design the ideal Zoho system to support your operations and goals. We create clean, organized layouts. Unnecessary fields are removed. Email templates are developed to support fast responses and reinforce your brand.
We also build workflows to automate your processes. Reports and dashboards are configured to help track performance. Custom fields are created to segment your business correctly. User roles and permissions are set up to ensure security and proper access. Every detail is handled with you or on your behalf.
Zoho process customization to fit unique business needs
4
Migration
We assist with transferring your data into your newly designed Zoho ONE system. This includes migrations from other platforms, imports from Outlook or spreadsheets, and transfers from accounting software.
Our team has completed migrations from CRMs such as ACT!, Highrise, Insightly, HubSpot, and Salesforce. We have also handled transitions from support platforms like FreshDesk and Zendesk. Additionally, we have managed moves from QuickBooks to Zoho Books.
Preserving familiar data significantly improves user adoption. This makes the transition smoother and more successful.
Unlock Your Business Potential
Contact us today to discover how we can help your team achieve success by implementing or expanding your current CRM.
Serving businesses across the US, we provide both online support and on-site evaluation and consultation with one of our certified experts.