Zoho CRM Quick Start

Zoho CRM - Implementation, Consulting, Training and Support

Focus on - running your business.  Let us figure out the best way to implement Zoho CRM.  We will map out a tailored implementation strategy to match each client's specific requirements.  This unique consulting approach will ensure a successful implementation and allow companies to get the most out of Zoho CRM,

Implementation Options

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Learn about our other Zoho CRM Consulting Services.

Quick Start Implementation - This is a structured entry level engagement that will provide you with the basic guidance and support necessary for a fast start.  The Quick Start series is ideally suited for a client with basic sales force automation (SFA) requirements and limited data requirements.

  • Business Process Review - 1 Hour
  • Setup and Configuration - 1 Hour
  • End User Training and Support - 2 Hours

One time cost = $475.00    Sign Up Now !

** Hours can be added to any program to accommodate larger more complicated deployments. **

Mentored Implementation  - This is a structured general level engagement that will provide you with the basic guidance and support necessary for a more in-depth implementation.  The Mentored Start series is ideally suited for a client with more sophisticated sales force automation (SFA) requirements and some data import requirements. 

  • Business Process Review - 1 Hour
  • Setup and Configuration - 2 Hours
  • Data Import Training - 2 Hours 
  • End User Training and Support - 2 Hours
  • Reports and Dashboard Training - 1 Hour

One time cost = $950.00     Sign Up Now !

** Hours can be added to any program to accommodate larger more complicated deployments. **

Turn-Key Implementation - This is a full 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.

  • Business Process Review - 2 Hours
  • Setup and Configuration - 2 Hours
  • Data Migration Services ** - 8 Hours 
  • End User Training and Support - 2 Hours
  • Best Practice Guidance Training - 1 Hour
  • Reports and Dashboard Training - 1 Hour

One time cost = $1,900.00     Sign Up Now !

** Client is responsible for providing clean, extracted data to us in a defined format.  Hours can be added to any program to accommodate larger more complicated deployments. **

Tune- Up Implementation - This is where we help you through a STALLED implementation or one that you are not fully utilizing all the features and functionality of Zoho CRM.

  • Business Process Review - 1 Hours
  • Review Current Setups and Configurations - 1 Hours
  • End User Training and Support - 1 Hours
  • Best Practice Guidance Training - 1 Hour

One time cost = $475.00     Sign Up Now !

** Hours can be added to any program to accommodate larger more complicated deployments. ** 

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“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.”

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