Online Consultancy

Let’s start at the beginning. Your first consultation is always free. That's our joint opportunity to find out about each other's business and understand your main goals and requirements for a new CRM.

Following the initial consultation, we'll provide you with a fixed fee for the project. If you agree to move forward, we'll have further online consultancy meetings to agree the scope. A Scope of Works will be provided so we can commence work.

Zoho CRM builds usually take around 4-6 weeks to complete.

Implementation

It's now time to implement the agreed Scope of Works. We'll have everything agreed and ready to go. We set up Zoho CRM correctly so you don't need to worry about signing up for a trial. If you have an existing trial, don't worry, we can always accommodate.

During the implementation phase, we will customise the CRM to meet the needs of your business, set up new workflows, create the initial dashboards and reports and provide coding for any bespoke functions and integrations.

Following implementation, we have a rigorous Test & QA process to ensure that all elements agreed in the Scope of Works have been delivered.

Migration

Migrating your existing data will ensure that you can continue where you left off with your Lead, Contact, Account and Sales information organised in your new CRM.

Migrations can often be as simple as importing data from clean CSVs, but sometimes it's a little more complex. We'll discuss a migration plan with you during the Consultancy phase so you know what to expect and what data we'll need.

Training Webinars

When your new CRM is ready, we will provide you with online training manuals for all your users. We can't stress enough how important this phase is for user adoption of the new CRM and consistency in process.

The training manuals will be hosted in your own instance of Zoho Connect. This means that they will always be there as a reference for existing users and a start point for new employees.

Following implementation, we provide 3 monthly user clinics where we answer your initial Q&A and help with the onboarding experience.

Additionally, we also provide an optional, intensive 5-Part course for Admins. This webinar series takes teams or individuals through every component of the CRM setup to enable you to manage and maintain your own system.

Advanced Support

Once you're up and running, we'll be there to help you innovate, grow and advance your new CRM system. Our Advanced Support service provides you with a team of expert Consultants, Developers, Testers and Trainers to provide you with everything you need to continuously develop your system.

The service is flexible, cost-effective and managed by our Client Services Manager based in the UK. We have access to Premium Partner Support in Zoho, so can manage Zoho requests on your behalf.