Solutions
Zoho implementation
We implement Zoho for organisations that want their commercial and operational processes in one place, from first contact to order and delivery.
Our role
What we do with Zoho
Zoho is a broad platform for CRM and business processes. We set it up around the way you work: pipeline stages, quotes and order confirmations, tasks and workflows, mail and calendar integration and reporting for management. Where more than CRM is needed, we connect the follow-up steps in the process, so sales and delivery find each other in the same system.
We deliberately keep the start small: a limited set of fields and stages that people actually fill in. Fit-to-standard, with extension only once the basic process works. That keeps adoption high and administration manageable.
Sector
Who it is for
Professional services firms that work on projects or subscriptions, and trading companies that want to professionalise their commercial pipeline and customer contact. Usually organisations where customer information currently lives in mailboxes and personal files.
Zoho apps
Explained per Zoho app
Zoho consists of many apps that work together. For each app we describe how we set it up, starting with Zoho One.
Process
From discovery to go-live and beyond
Discovery of the commercial and operational steps, fit-to-standard set-up of pipeline and workflows, build with migration and integrations, training tailored to your team, and a fixed review rhythm based on the new reports. See IT implementation for the full approach.
Zoho set up around your process?
Tell us how your commercial process runs today. We will tell you what a compact first set-up looks like.