Get a FREE (No Obligation) Quote !

Zoho CRM Training

Jump start the adoption of your new Zoho CRM.  Our Zoho CRM trainers provide tailored training programs to get your users up and running fast.  Our Zoho CRM training goes beyond just the business software to include best business practices.

Many Zoho CRM trainers offer generic, demo based training sessions.  Our Zoho CRM training is more specific and centered around your requirements, your team and your business.  We provide specific work flow Zoho CRM training programs to match your data, your processes and your procedures.

• Available either on site or remote, depending on requirements.
• Flexible scheduling to meet staffs availability.
• Tailored Zoho CRM training specific to each end-users role, tasks and processes.
• Phased approach; i.) Core functionality, ii.) Advanced Processing, iii.) Advanced Reporting, Querys & Searches.
• Our Zoho CRM trainers provide quarterly and annual check point training sessions.

“When business software is setup correctly, people fully understand the capabilities and possible uses, and are adequately trained. Business software should improve your company’s productivity and provide strong information reporting structure.”

Get a FREE (No Obligation) Quote !

Is your company not fully utilizing all the features and functionality of your Zoho CRM?  Are you not realizing the return on investment (ROI) that you were expecting?

** Is your Zoho CRM implementation STALLED?   Let us help.

A  Tune Up – Optimization of Zoho CRM is much like a brand new implementation of these solutions.  It is just as important to manage the Zoho CRM implementation from the stand point of helping company’s with best business practices and meeting their critical business requirements.  Not just simply showing end users how to better use the software.

The Right Cloud Solution.  Successfully Delivered!

Steps of a Zoho CRM Re-Implementation

• Business Discovery/Requirements Session. A detailed analysis of a company’s current processes, procedures and software requirements in each of their primary business functions; sales, purchasing, inventory control, production, job tracking and accounting.  Specifically will identify areas of concern and explore opportunities for improvement.
• Zoho CRM Re-Implementation Plan.  A specific plan detailing opportunities for improvements in productivity, reporting structure and overall company success.  Will also provide a tailored Zoho CRM re-implementation strategy to match your specific requirements.
• Review and modify any software setups and configurations.
• Provide business consulting, training and support for any new processes and procedures.
• Deliver a successfully implemented Zoho CRM.  Realize the return on investment (ROI) that you were expecting.

Types of Zoho CRM Implementations

• Turnkey Zoho CRM Implementations.  This is a full Zoho CRM implementation where our consulting group primarily takes care of everything from setup and data conversion to final testing and delivery.  Our goal is to make the conversion as seamless as possible for our clients.  This is ideal for companies that do not have the time or internal resources to successfully implement Zoho CRM.
• Mentored Zoho CRM Implementations. This is where we project manage and guide your internal team through every step of the Zoho CRM implementation.  We review the software setups and data files before imports.  Are also available for brain storming sessions and support as requested.  The goal is ensure no significant mistakes are made and to save on Zoho CRM implementation costs.
• Fixed Priced Zoho CRM Implementations.  This is where the scope of the project is specifically defined and our consulting will successfully deliver the specified services for a not to exceed price.  This provides our clients with the comfort level of known costs and expectations.

THE GOAL!  – To have a successful, profitable, growing business.

“When business software is setup correctly, people fully understand the capabilities and possible uses, and are adequately trained. Business software should improve your company’s productivity and provide strong information reporting structure.”

Get a FREE (No Obligation) Quote !

Learn More

• Zoho CRM Quick Start
• Zoho CRM Mentored
• Zoho CRM Turn Key
• Zoho CRM Tune-Up / Optimization

Our Zoho CRM consulting group is made up of CPA’s, Business Process Engineers and Management Consultants.  We approach every Zoho CRM implementation from the stand point of helping companies with best business practices and meeting their critical business requirements.  Were not just technical software consultants simply showing you how to use Zoho CRM.

We will map out a tailored Zoho CRM  implementation strategy to match each client’s specific requirements.  This unique Zoho CRM consulting approach will ensure a successful implementation and allow companies to get the most out of Zoho CRM.

Types of Zoho CRM Implementations

• Quick Start Zoho CRM Implementation. Is ideal for companies that initially have fairly simple entry-level business requirements.  It is designed for start-ups or small and medium-size businesses with less then 10 employees who initially require only core basic functionality out of a new Zoho CRM.
  
• Mentored Zoho CRM Implementations. This is where we project manage, consult and guide your internal team through every step of the implementation.  We review the software setups and data files before imports.  Are also available for brain storming sessions and support as requested.  The goal is ensure no significant mistakes are made and to save on Zoho CRM implementation costs.
• Turnkey Zoho CRM Implementations.  This is a full Zoho CRM implementation where our Zoho CRM consultants take care of everything from setup and data conversion to final testing and delivery.  Our goal is to make the conversion as seamless as possible for our clients.  This is ideal for companies that do not have the time or internal resources to successfully implement Zoho CRM.
• Fixed Priced Zoho CRM Implementations.  This is where the scope of the project is specifically defined and our Zoho CRM consulting will successfully deliver the specified services for a not to exceed price.  This type of  Zoho CRM consulting provides our clients with the comfort level of known costs and expectations.
• Tune-Up Zoho CRM Implementation. Is much like a brand new Zoho CRM implementation of these solutions.  It is just as important to manage the Zoho CRM implementation from the stand point of helping company’s with best business practices and meeting their critical business requirements.  Not just simply showing end users how to better use the software.

Zoho CRM Implementation Phases

• Core Zoho CRM Implementation (Phase I) -  Initial phase where the primary goal is to fully replace existing legacy systems, achieve effective operational functionality within the new solution and position both the application and Zoho CRM implementation team for next steps.
• Adapting/Learning (Phase II) -  Gaining a comfort level with the new solution; processing transactions, reporting and searching.  Efficiencies are dramatically improving.  The staff and Zoho CRM implementation team are quickly identifying other areas within the new solution to target for future improvements.
• Extending (Phase III) -  A continuous improvement program targeted at identifying areas of struggle within companies, prioritizing and providing ongoing support to help improve those difficult areas.  It’s a journey..

THE GOAL!  – To have a successful, profitable, growing business.

“When business software is setup correctly, people fully understand the capabilities and possible uses, and are adequately trained. Business software should improve your company’s productivity and provide strong information reporting structure.”

Get a FREE (No Obligation) Quote !

Zoho CRM Implementation Type

• Zoho CRM Quick Start 
• Zoho CRM Mentored
• Zoho CRM Turn Key 
• Zoho CRM Tune-Up / Optimization 

Our consulting group is made up of CPA’s, Business Process Engineers and Management Consultants.  We approach every Zoho CRM implementation from the stand point of helping companies with best business practices and meeting their critical business requirements.  Were not just technical software consultants simply showing you how to use Zoho CRM.

We will map out a tailored Zoho CRM implementation strategy to match each client’s specific requirements.  This unique consulting approach will ensure a successful Zoho CRM implementation and allow companies to get the most out of Zoho CRM.

Types of Zoho CRM Implementations

• Quick Start Zoho CRM Implementation. Is ideal for companies that initially have fairly simple entry-level business requirements.  It is designed for start-ups or small and medium-size businesses with less then 10 employees who initially require only core basic functionality out of a new Zoho CRM.
  
• Mentored Zoho CRM Implementations. This is where we project manage, consult and guide your internal team through every step of the Zoho CRM implementation.  We review the software setups and data files before imports.  Are also available for brain storming sessions and support as requested.  The goal is ensure no significant mistakes are made and to save on Zoho CRM implementation costs.
• Turnkey Zoho CRM Implementations.  This is a full Zoho CRM implementation where our consultants take care of everything from setup and data conversion to final testing and delivery.  Our goal is to make the conversion as seamless as possible for our clients.  This is ideal for companies that do not have the time or internal resources to successfully implement Zoho CRM.
• Fixed Priced Zoho CRM Implementations.  This is where the scope of the project is specifically defined and our consulting will successfully deliver the specified services for a not to exceed price.  This type of consulting provides our clients with the comfort level of known costs and expectations.
• Tune-Up Zoho CRM Implementation. Is much like a brand new Zoho CRM implementation of these solutions.  It is just as important to manage the Zoho CRM implementation from the stand point of helping company’s with best business practices and meeting their critical business requirements.  Not just simply showing end users how to better use the software.

Zoho CRM Implementation Phases

• Core Zoho CRM Implementation (Phase I) -  Initial phase where the primary goal is to fully replace existing legacy systems, achieve effective operational functionality within the new solution and position both the application and Zoho CRM implementation team for next steps.
• Adapting/Learning (Phase II) -  Gaining a comfort level with the new solution; processing transactions, reporting and searching.  Efficiencies are dramatically improving.  The staff and Zoho CRM implementation team are quickly identifying other areas within the new solution to target for future improvements.
• Extending (Phase III) -  A continuous improvement program targeted at identifying areas of struggle within companies, prioritizing and providing ongoing support to help improve those difficult areas.  It’s a journey..

THE GOAL!  – To have a successful, profitable, growing business.

“When business software is setup correctly, people fully understand the capabilities and possible uses, and are adequately trained. Business software should improve your company’s productivity and provide strong information reporting structure.”

NetSuite Services Include: NetSuite Fit Analysis, NetSuite Optimization, NetSuite Business Process Engineering, NetSuite Project Management, NetSuite Implementation, NetSuite Re-Implementation, NetSuite Consulting, NetSuite Advise, NetSuite Data Conversion, NetSuite Integration, NetSuite Training, NetSuite Support, NetSuite Customization and NetSuite Web Site Design.

Get a FREE (No Obligation) Quote !

Our group is very proficient at Zoho CRM data conversion from existing legacy systems to new fully integrated web based solutions like Zoho CRM.  Data migration phases consist of design, extraction, cleansing, loading and final verification.  We take a consultative approach to developing and successfully delivering a Zoho CRM custom / tailored data migration strategy that will fit your requirements.  Every implementation is unique and templated (cookie cutter) data conversions usually are not very successful.

Zoho CRM data conversions start with extracting data from your legacy systems.  We are very experienced at exporting data from systems like: QuickBooks, PeachTree, ACT, Goldmine, DOS based, Unix Based, and multiple other window based.  Before importing into a new Zoho CRM, legacy data needs to be cleansed, scrubbed, de-duplicated and properly formatted, which will improve the quality, eliminate redundant or obsolete information and match the requirements of the new solution.  After the final Zoho CRM data conversion we conduct a thorough data verification process to determine that the data was accurately translated and is complete.

• Migrate master, open and historical records.  (Examples: Leads, prospects, customers, items, chart of accounts, vendors, employees, sales history, general ledger history, accounts receivable, accounts payable, sales orders, purchase orders, inventory balances, banking, payroll, etc..)
• Very proficient in using Excel for scrubbing and formatting data utilizing formulas like Vlookups, transpose, concatenations, filters and multiple other functions.
• Utilize multiple data integration tools like CSV Imports, Web Services, Boomi, Scribe  and others.
• Also have the experience and expertise to build custom developed integrations for Zoho CRM.

“When business software is setup correctly, people fully understand the capabilities and possible uses, and are adequately trained. Business software should improve your company’s productivity and provide strong information reporting structure.”

Get a FREE (No Obligation) Quote !

Zoho CRM based custom business dashboards and reports offer instant snapshots of your designated key performance indicators (KPIs) and provides real-time trend graphs and ad hoc reports.  With direct drill-down capability, you can move from a summary level directly to greater detail, and you can see real-time information to proactively manage for better results.

The key is to:

Spend your time analyzing and acting on your key data – not gathering it.

Our Consulting Group is made up of CPA’s, Business Process Engineers and Management Consultants.  Our goal when setting up Zoho CRM custom dashboards is to provide managers and key decision makers the ability to step back from the details and see key trends and relationships that drive their company.  Our team brings years of both technical and business expertise when building and defining Zoho CRM custom dashboards.

We can help build a collection of real-time data relevant to the roles and responsibilities of each user in your company.  Each user will have a tailored visual workspace, with instant, uninterrupted access to accurate information.  They can then efficiently view the data needed to make decisions and edit records easily.

Sample of Company Roles –  Zoho CRM Custom Dashboards

• CEO Personalized Dashboard
• CFO Personalized Dashboard
• Marketing Executive Personalized Dashboard
• Sales Executive Personalized Dashboard
• Support Executive Personalized Dashboard
• Operations Executive Personalized Dashboard
• Sales Rep Personalized Dashboard
• Support Rep Personalized Dashboard
• And many others…

Sample of Zoho CRM Custom Dashboard Elements

• Calendars, Tasks and Reminders which help you manage time and workload.
• Direct access to data in list views, allowing you to view, edit, or add records efficiently.
• RSS/Atom feeds allow you to display data from website’s RSS feeds, which provides access to external data.
• Key Performance Indicators (KPI) portlets, which displays instant measures of critical business metrics, providing summaries and comparisons across different time periods.
• Custom KPI Scorecard portlets, which displays more complex management and performance information.
• Report Snapshots portlets, which displays a graphical summary of a selected report’s results and a link to the underlying report data.
• And much, much more…

KPIs: Key Performance Indicators are benchmarks with qualitative or quantitative values that help an organization assess the effectiveness of the processes that have been implemented in Zoho CRM.  They provide real time views of financial and non-financial business metrics.

• View accurate – critical KPIs at a glance.
• Review data promptly and increase speed of the response.
• Enable effective decision-making based on live information.

Financial Ratio Scorecard: Gives executives the real-time and historic operating ratios they crave to effectively run the business and manage for growth.  The Financial Ratios Scorecard includes metrics that are built using embedded formulas against core data providing insight into key business drivers such as Days Sales Outstanding, Asset Turnover, Profit Margin on Sales, Debt to Equity and much more.

Deep Ad Hoc Analysis: Slice and dice data using an intuitive “what and how” interface.  Define custom and global/local metrics, filters, composite dimensions, variables, data models and much more.  Use the filter helper to automatically plug in selections, rankings, ranges or variable filters.  Perform what-if analysis via guided navigation or get down and dirty with a powerful yet readable multi-dimensional language.  Perform trending analysis on time-based snapshots.

Collaborative Business Intelligence (BI): Collaborate and share projects, reports and results with colleagues and management in real time.  Track and audit project history.  Annotate and tag reports on the fly.  Invite people into your projects to discuss and share progress.  Encourage participation in real-time.  Embed or email reports and dashboards using distribution lists.

Get more out of your business software! Learn more, visit our home page.

“When business software is setup correctly, people fully understand the capabilities and possible uses, and are adequately trained. Business software should improve your company’s productivity and provide strong information reporting structure.”

Get a FREE (No Obligation) Quote !

Our group is very proficient at Zoho CRM data conversion from existing legacy systems to new fully integrated web based solutions like Zoho CRM.  Data migration phases consist of design, extraction, cleansing, loading and final verification.  We take a consultative approach to developing and successfully delivering a Zoho CRM custom / tailored data migration strategy that will fit your requirements.  Every implementation is unique and templated (cookie cutter) data conversions usually are not very successful.

Zoho CRM data conversions start with extracting data from your legacy systems.  We are very experienced at exporting data from systems like: QuickBooks, PeachTree, ACT, Goldmine, DOS based, Unix Based, and multiple other window based.  Before importing into a new Zoho CRM, legacy data needs to be cleansed, scrubbed, de-duplicated and properly formatted, which will improve the quality, eliminate redundant or obsolete information and match the requirements of the new solution.  After the final Zoho CRM data conversion we conduct a thorough data verification process to determine that the data was accurately translated and is complete.

• Migrate master, open and historical records.  (Examples: Leads, prospects, customers, items, chart of accounts, vendors, employees, sales history, general ledger history, accounts receivable, accounts payable, sales orders, purchase orders, inventory balances, banking, payroll, etc..)
• Very proficient in using Excel for scrubbing and formatting data utilizing formulas like Vlookups, transpose, concatenations, filters and multiple other functions.
• Utilize multiple data integration tools like CSV Imports, Web Services, Boomi, Scribe  and others.
• Also have the experience and expertise to build custom developed integrations for Zoho CRM.

“When business software is setup correctly, people fully understand the capabilities and possible uses, and are adequately trained. Business software should improve your company’s productivity and provide strong information reporting structure.”

Get a FREE (No Obligation) Quote !

Do you need to integrate an external data source or file with your existing Zoho CRM?

Imagine the ability to quickly and seamlessly integrate mission critical applications with other applications and data stores within your company.  Our Zoho CRM custom integrations efficiently extracts, aggregates, replicates, transforms and loads data from distinct sources, multiple platforms and operating systems with Zoho CRM.

Examples:

• CRM integration with your back office ERP and Accounting solution.
• Ecommerce shopping cart integration that auto creates sales order records.
• Auto creation of sales orders from a delimited text file.
• Auto creation of events from external registration software.
• Custom quote request utility available directly from your website that auto creates quote records.

Our Zoho CRM  integration group has the expertise and experience to custom design, build and deliver everything from simple to complex integration processes.  We know and understand how Zoho CRM integrations works on both the front end (navigation & flow) and the back end database schema (APIs).  We will work with your team to quickly architect, develop, deploy and fine tune an integration to fit your specific requirements.

These Zoho CRM custom integrations can pull information from multiple platforms and various data sources, for example; delimited text files, XML files, spreadsheets, ODBC connections, MySQL, ADO.NET and much more.  Many of these Zoho CRM integrations can be hosted on the internet and are available anywhere at anytime.  They can run automatically behind the scenes or built as self service Zoho CRM integrations only requiring a web browser to use.

The Right Cloud Solution.  Successfully Delivered!

Get a FREE (No Obligation) Quote !

Do you want to extend the capabilities and functionality of your current Zoho CRM?  Imagine your own company’s “fit for use” Zoho CRM custom developed solution, complete with your terminology, your corporate branding, your key data points, forms and fields.  Our programmers can customize a tailored solution to match your company’s end-to-end business processes.

Our Zoho CRM custom developers have the expertise and experience to help with everything from simple functions, to new business process flows, to an entirely new application.  We will work with your team to design, develop, test and deliver customizations that can provide new functionality, automate workflows and extend your Zoho CRM.

Examples

• Enforce data validation and business rules as users open, edit or save records.
• Create automated workflows and specific business process customizations.
• Custom HTML picking ticket and quote formats.
• Auto creation of records based upon rules based criteria.

Technologies Used

Advanced Customization – Custom Records / Objects, Custom Fields, Record Re-naming, Custom Forms, Custom Tabs, Custom Sub-tabs, Custom Lists, Custom Centers, Custom Roles, Color Themes and much more.

Client/Server Side Scripts – Using industry standard JavaScript programming language we can build Portlet Scripts, Scheduled Scripts, User Event Scripts and Client Scripts for Zoho CRM.

Web Services – Using Simple Object Access Protocol (SOAP), standards-based web service APIs allows us to extend your Zoho CRM to integrate with other systems or develop additional capabilities.

Get more out of your Zoho CRM!

Learn More

• Zoho CRM Custom Development 
• Zoho CRM Custom Integrations 
• Zoho CRM Custom Dashboards 
• Zoho CRM Custom Reports, Searches and Lists 

The Right Cloud Solution.  Successfully Delivered!

Imagine a solution that can be tailored to match your exact business requirements.  Build and configure to match your industry, your specific business processes and your day to day workflow. Imagine having easy-to-use, point-and-click tools that provide unlimited personalization, configuration, customization and vertical tailoring all managed within one system.  Very little to no coding is required.

Software and Process Configuration: Easily setup your Zoho CRM to match your company and industry requirements.  You can apply industry and business specific terminology throughout the software by re-naming standard objects such as Customer to Client. Standard objects can also be customized with the addition of custom fields to track additional data points. These Zoho CRM custom fields can be organized on custom forms that utilize interface elements such as sub-tabs, which can also be renamed. Zoho CRM custom fields can be added to customized list views, leading to convenient list editing capabilities.

• Custom Fields – 21 Different Types (List/Record, Multiple Select, Check Box, Currency, Date, Time of Day, Decimal Number, Integer Number, Percent Free-Form Text, Long Text, Rich Text Area, Phone Number, E-mail Address, Document, Image and More)
• Custom Entry Forms, Tabs and Sub-Tabs
• Custom Lists, Views and Searches
• Record Re-Naming
• Custom Roles, Themes and Center
• Custom Tables, Records and Objects

Robust Workflow Configuration: Imagine the ability to quickly create point-and-click rules-based workflows that automate, streamline, and improve common business processes across marketing, sales, service and finance.  Some example would be streamlining processes like lead nurturing, sales discounting or purchase order approvals, collections management and much more.

• Easy to Use point-and-click graphical workflow management.
• Easily create, view, and edit or manage workflow states, actions, rules, and branching conditions.
• Easily specify the triggering events that initiate a workflow, such as when records are viewed, created, or updated—or schedule workflows to run automatically.

Dashboard Configuration and Personalization: Now every user gets their very own software.  From key performance indicators to performance snapshots, trend graphs, job reminders, and report and transaction shortcuts, each person in your company gets the tools they need for highest productivity.  Here are some examples.

• Calendar, Tasks, and Reminders portlets, help you to manage your time and workload.
• Direct access to data, allowing you to view, edit, or add records efficiently.
• Key Performance Indicators (KPI) portlet displays instant measures of critical business metrics.
• Report Snapshots portlet displays a graphical summary of a selected report’s results.
• RSS/Atom feeds allow you to display data from Web site RSS feeds.

Custom Database Tables: These custom database tables are created and reside right within the Zoho CRM.  They can stand-alone or easily tie in with standard objects such as customers or items in data relationships ranging from one-to-one, one-to-many, to many-to-many.  A Zoho CRM custom database is an entry form you create to collect information specific to the needs of your business.  You can attach information from these Zoho CRM custom databases to entities, items or transactions using custom fields.

Get more out of your business software! Learn more, visit our home page.

“When business software is setup correctly, people fully understand the capabilities and possible uses, and are adequately trained. Business software should improve your company’s productivity and provide strong information reporting structure.”