How to get started with Zoho
How to get started with Zoho
It is not only about the technology behind it, but also about the development of the company.
The main aim is to create a visual overview of your primary business, sales processes, and workflow, and identify all the necessary information required for the next step. We also assess what parts of your workday are inefficient and challenging and how to streamline them.
This step also includes securing your "Lead Source" data channels, which can vary from social media channels such as Facebook and LinkedIn to Google AdWords based on the nature of your business.
- Visual overview of your sales process
- Customer's path through your business
- Workflows are defined
- Necessary fields/information secured
- Overview and security of relationships
After the above overview and decisions are in place, we can start building a system that best fits your needs. As a part of this step, we will be looking for opportunities to automate workflows.
The entire work process here is to analyze the effectiveness of your workflows and identify the parts that need to be tweaked, allowing you to optimize your automated tasks. And this step is carried out repeatedly for each individual setup and adjustment.
This is also where the data we have prepared in the first step must be imported. With the use of excel sheets and other data tools, we migrate the required data, so that the start of the new system is as optimal as possible.
- Content designed and customized
- Workflows automated
- Migration and washing/cleaning of data
Once we have the structure, we need to know who is using the system and what their roles are in your process. We use this information to control what data individual users can see in their system and whether they have permission to edit and delete information or only have access to information.
There may also be a need to integrate with other systems, such as e-conomic.
In addition, it is important to create dashboards to have an overview of your performance data. With good dashboards and reports, you can always ensure that you are on the right track.
- User setup
- Rights and security
- Integrate into other systems
- Dashboard and reports
We understand that adapting to a new system might take some time, and as you start using the system you might identify some changes or additions that you'd like to make or some functionalities you might like to add. With proper training, we can help you familiarize yourself with the new system and ensure it functions as intended.
- End-user training
- Super and admin user training
- Motivated employees
Would you like help getting started?
Does it seem overwhelming to get started with a CRM system?
With Zoho CRM, you have the opportunity to get started quickly and easily. We guide you through the implementation of the system until everything works as it should! When you have to implement your new CRM system, it must be done correctly. We can help with the initial setup, implementation, and training for your Zoho CRM system. We can make sure that you, as a customer, avoid unpleasant start-up complications.
The point of your CRM system is to make your workflow easier, and thus a thorough introduction to how exactly you should use it is crucial for your experience of the product as a whole. ZOHO CRM gives you a complete overview of your leads, potentials, and customers, gives the right employees access to the right information at the right time, and makes it possible for you to optimize your daily workflow.
This is how we work
Workshop
We listen to your wishes and needs, ask critical questions, and demonstrate possible solutions. We then follow our proven method and create a workflow mapping the work process, and hierarchical relationships and examine the database.
Design and fit
During the construction and implementation phase, our collaboration will be at its strongest. CRMzone's tested Agile processes will support workflows that ensure flexible setup, adaptation, and development.
Implement
During implementation, our cooperation is at its strongest. We will ensure that the system is implemented, tested, and performs as it was intended.
Training
Whether it is in-depth Admin/Super User training or regular user training, we provide tailored onboarding training.