A CRM is the foundation of an integrated Sales, Marketing, & Support solution. It’s important that you get it right first. All other initiatives will flow from there.
With more than 40 apps at your fingertips, getting started with Zoho One can be a daunting task. We’ll show you where to begin, which apps to spin up, in what order, and how to onboard your users.
From Salesforce to MailChimp: if you need it converted to Zoho CRM, we can help. With over 200 data sources migrated, there’s nothing we can’t handle. Well, maybe other than scribbled paper napkins!
Our Three Phase Approach
Experience has shown that the right way to migrate to any new software is to treat it like the project it is, and to set S.M.A.R.T. goals: Specific, Measurable, Achievable, Realistic, and Timely. Together, we’ll define those S.M.A.R.T. goals and organize them into distinct Phases. And we’ll apply industry-accepted Project Management practices – we’ll set Milestones, Tasks, Dependencies, and Ownership to ensure a smooth project delivered on time and within budget.