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.
Our Zoho Consulting Services
Zoho One Onboarding
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.
Data Conversion & Migration
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-Phased 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.
News & Insights
The best CRM on the market can now work tightly with over 100 of the best ERPs and Accounting apps on the market today.
I’m about to depart for Chennai, India, at the invite of Zoho Corporation, for a one week Advanced Solution Provider Training Conference.