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Zoho CRM implementation: pipeline, quotes and customer contact in one place
Operion is a Zoho partner and sets up Zoho CRM for SMEs that keep their sales in mailboxes and spreadsheets today. We start with a pipeline your team actually fills in and build from there.
What it does
What Zoho CRM does
Zoho CRM keeps track of who your customers and prospects are, what has been agreed with them and which stage a deal is in. Contacts, companies, deals, tasks and notes sit in one place, with mail and calendar alongside.
On top of that come quotes, workflows that create follow-up actions automatically and reports that show management what is in the pipeline. Zoho CRM is also the base that other Zoho apps connect to, such as Zoho Desk for customer questions and Zoho Books for invoicing.
Who it is for
Who Zoho CRM suits
It suits SME service providers and trading companies whose sales pipeline is scattered today: quotes in a word processor, agreements in email and a spreadsheet that only one colleague understands.
It suits less well if you are mainly looking for a stock or accounting system. In that case you start with the ERP and connect the CRM afterwards.
Set-up
Choices in the set-up
These are the choices we make with you during the intake:
Pipeline stages
We start with a limited number of stages your team recognises. Each stage has a clear outcome, so deals do not sit in the same stage for months.
Fields and required input
Only fields you actually use, with required input where a report or workflow depends on it later.
Quotes and products
Whether you create quotes from the CRM, and whether you manage products and price lists in Zoho CRM or take them over from another system.
Workflows and tasks
Which follow-up steps are created automatically, such as a task after a quote or an alert on a deal that has stalled.
Permissions and reporting
Who sees which data, and which dashboards management and sales each need.
Connections
Connections that matter
For most customers the connection with mail and calendar matters most, so that contact with customers ends up with the right relationship. Zoho CRM connects to Zoho Mail and can work with other mail environments too. Which one you use, we discuss in the intake.
After that we look at the ERP or accounting system: once a deal is won, the customer or the order should not have to be entered again.
More about connections with your ERP, WMS and webshop is on integration.
With other apps
Works with the other Zoho apps
Zoho Mail
Business email, calendar and contacts on your own domain.
See Zoho MailZoho Desk
Customer questions as tickets, with assignment and a knowledge base.
See Zoho DeskZoho Books
Online accounting: invoices, purchases and bank transactions.
See Zoho BooksZoho Projects
Projects with tasks, planning and time tracking.
See Zoho ProjectsLicences
Licences and pricing
The licences and current prices of Zoho CRM are on the Zoho pricing page. During the intake we decide which plan fits you.
Questions
Frequently asked questions
Can Zoho CRM work with my existing mail?
Yes. Zoho CRM connects to Zoho Mail and to other mail environments. Which connection suits you, we discuss in the intake.
How many fields and stages should I set up at the start?
As few as possible. We start with a pipeline and a set of fields your team actually fills in. You can extend later, once the basic process works.
Can I bring my existing customer data?
Yes. We transfer your contacts and companies from your current files or system and clean up duplicate records before we load them.
Is Zoho CRM part of Zoho One?
Yes, Zoho CRM is one of the apps in Zoho One. You can also take it on its own. The overview of the apps is on the Zoho One page.
What happens after go-live?
After go-live you get four weeks of aftercare. After that, you can reach us on working days from 08:30 to 17:00 and we respond within 24 hours.
Zoho CRM set up around your sales process?
Tell us how your sales run today. We will tell you what a compact first set-up looks like.