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 corporate sales and marketing initiatives while being simplified and user-friendly enough to promote end-user adoption is our preoccupation. Every project begins with an exploration meeting, which typically lasts one to three hours (though for more complicated projects, they may run longer). No matter where you are, we can have a meeting with you and/or other staff members using conference calling and online meeting software.
We will discuss your plans and objectives, as well as what has worked and what hasn’t. Should you make use of Deals? Make Zoho Quotes for Me? Incorporate different products? Build activity reports? We find it helpful to review spreadsheets in advance of our meeting if you use them in your company.
Our objective is to create a system tailored to your company that increases the likelihood (or your chances) of success and creates a system that simplifies tasks and efforts more efficient for you and your workers.
2
Discovery ERP
Based on your business objectives, we’ll collaborate to establish the optimum ERP (Enterprise Resource Planning) system approach for you. Utilize our authorized Zoho solutions providers to assist you in managing your operations, assets, and human resources in a way that is simple, efficient, and completely adaptable to your needs.
Employing our Zoho ERP consulting solutions, may improve departmental collaboration and job efficiency, and integrating with Zoho CRM and Zoho Finance, Zoho ERP can be configured to completely replace other Zoho apps if necessary.
3
Design
A field can be added by anyone. Really, it’s not that complicated. But we’ve been doing this for years, so we’ve worked out all the bugs and issues and figured out all the shortcuts for you.
We know what works and what doesn’t.
Following our initial discussions, we will assist you in creating the ideal Zoho system to complement your operations and goals.
We design organized and clean layouts, eliminate unnecessary fields, create email templates to support quick responses or promote your brand, add workflows to automate your business, and create reports and dashboards to help monitor your progress. We also create the proper types of custom fields to segment your business; set up your users and create a secure system to manage who sees what and what they can do. We take care of every detail with you, or on your behalf.
4
Migration
We assist you in getting your data into your new, specially created Zoho ONE system, whether you are converting from another program, importing from Outlook or a spreadsheet, or moving over your data from your accounting system.
We’ve successfully switched over from CRMs including ACT!, Highrise, Insightly, Hubspot, and Salesforce.com. or help desk applications like FreshDesk or ZenDesk. Additionally, we oversaw the transition from QuickBooks to Zoho Books.
End-user adoption is greatly enhanced when existing familiar data is added to the database.
Schedule an Appointment
Set up an appointment to discover how CRM software can help your team achieve success faster.