Zoho CRM Consulting

HomeZoho CRM Consulting

Need Zoho CRM Consulting?  Look No Further

zoho crm consulting

Although Zoho CRM is a relatively easy, affordable option for many businesses in search of a CRM solution, it isn’t the easiest thing to set it all up by yourself.  Deploying a CRM effectively depends on a multitude of factors, such as your type of business, your sales cycle, and even the number of users you’d like on your system.  It all matters when it comes to Zoho CRM consulting.

So, what’s a business owner to do?  You could try deploying it and nailing down all the logistics for it alone, sure, but then you’d be doing a few things you probably aren’t doing now:

  • Teaching yourself a subject you may not know fully enough to implement Zoho CRM with all the customizations you need for your business
  • Neglecting the operations of your business for a project whose scope you probably don’t know and whose resources you probably can’t compute accurately
  • Pacifying your colleagues through weeks, or even months of lagging CRM time or even total downtime as you put all the pieces together

zoho crm consulting

Usually, putting together a brand new CRM – even if you have already used a CRM, even a Zoho CRM, before today – is a massive undertaking, requiring at least a month of work to import all data, make sure all users are properly seated and given the correct record-reading and writing privileges, and making adjustments that will improve overall workflow and business procedures – and, testing it all.  (If you’re not really sure why you’d need a CRM, try this article on for size.)

 

What true Zoho CRM consulting does for a business

You’ve spent years perfecting your business and getting yourself off the ground; likewise, we’ve spent a good deal of time educating ourselves about all the ins and outs of Zoho and all of its associated apps.  Before your Zoho CRM consulting team does anything, they’ll want to have a discussion with you about your business.

The questions we ask are designed to explore the kind of business you run:

  • Your daily sales procedures
  • What you’d like to use the CRM for
  • The number of users you’d like using the system
  • What sorts of customizations you’ll need to get the system working the way you want it to

After a session like this (and you say okay), it’s off to work.  You’ll know how much the project will cost, and what exactly will be involved – on our end and yours – for the duration.

 

Why use Zoho CRM consulting from ZBrains?

zoho crm consulting

In a world full of Zoho partners, why use any one service in particular?  We’ve dedicated one company under the Agile BTS umbrella, ZBrains, entirely to helping clients implement and learn about Zoho products, while finding completely customized add-ons that can’t be found anywhere else.  ZBrains really is the total package.

With ZBrains’ Zoho CRM consulting, you’ll have access to consulting, Zoho support, and, of course, the custom integrations for Zoho CRM developed in-house.

 

Custom Zoho Add-ons and Integrations

zoho crm consulting

ZBrains provides these Zoho integrations to its clients:

  • Zoho QuickBooks Desktop Plugin – Allows for bi-directional synchronization between modules on QuickBooks with those in Zoho CRM, which saves a great deal of time each day in the office.
  • Zoho Quote Calculator – Allows users to put together quotes quickly and easily, all in one window, without having to consult multiple programs or people within your company.  For sales- and presenationn-heavy businesses, this saves a lot of time.
  • Zoho Commission Calculator – This lets executives calculate payouts for employees easily, from within Zoho CRM itself.  As numbers are pulled directly from Zoho, you’ll never make a mistake again – and, the payout process will never be easier.

Plus, many others.

The add-ons are designed to give you an experience that complements the one you’d get from Zoho itself – and just makes it that much better.  You won’t find the add-ons anywhere else, and, ZBrains deploys, maintains, and supports all their custom add-ons.

 

What Zoho add-ons might you need?

zoho crm deployment

If you’re just starting out with Zoho, you might know the company as a CRM provider, but, you might not know about all the add-ons they provide themselves for the system.  These enhance and augment the Zoho experience, allowing you to track team projects, collaborate, send mass emails, engage customers, and much, much more…

Here are some of Zoho’s most popular add-ons:

  1. Zoho SalesIQ – This allows your sales team or support team to engage customers (or potential customers) as they navigate your website!  As well, customers can engage team members themselves when they are at their desks – so, in essence, the module functions like a private chat room.
  2. Zoho Creator – This is Zoho’s DIY programming tool, allowing tech-savvy individuals to build their own apps or even entire programs within its framework.
  3. Zoho Subscriptions – Do you have a business that makes recurring revenue of any kind?  Zoho Subscriptions lets businesses manage that revenue, keep track of subscriptions, and implement new products (and pricing details) right from one window.

With the aid of proper Zoho CRM consulting, you’ll get an idea of exactly which add-ons you’ll need from Zoho.  That way, you’re not making an uninformed guess, and, you’re not unintentionally depriving yourself of more business by not using add-ons that would help you.

 

FAQ about Zoho CRM deployment

  • Q: How much does it cost to deploy Zoho CRM?
    • A: It really depends on the scope of the project: what kind of business you run, how many users you’ll have using the system, and what your typical business process is like.  If you want answers now, call (888) 207-4111
  • Q: How will I know which Zoho add-ons to use?
    • A: CRM deployment experts will talk to you in depth about your business, so you’ll have the option of taking advantage of all the plugins you’ll need – and, none that you don’t.
  • Q: Will using a CRM change the way I do business?
    • A: It won’t change your business model, to be sure, but, you’ll probably be able to do things much more quickly than you were before.  Using a CRM streamlines how you interact with contacts and ultimately sell them your services.

 

Have questions about Zoho CRM deployment or ZBrains?  Drop us a line

zoho crm consulting

We’d love to help you propel your business even higher into the stratosphere with a little help from Zoho CRM and ZBrains’ consulting services.  Submit your information on our contact page if you’d like, or, dial (888) 207-4111 and we’ll be in touch with you right away.