IMPLEMENTATION Zoho
FEATURES
FOR BUSINESS
THE SYSTEM WORKS
BEST FOR
Achievements and awards
CRMiUM is the official Premium Partner of Zoho since 2016
solutions for business from CRMiUM
- We conduct interviews, clarify areas of concern and tasks
- We clarify the features of your business processes
- We analyze the collected information
- We provide reasonable recommendations for using Zoho or another CRM/ERP/HRM platforms if it is more suitable
- We demonstrate the live operation of the systems that you are interested in
- We conduct an audit of your business processes
- We analyze the quality of your CRM settings
- We recommend improvements to your CRM that will increase efficiency
- We give recommendations on business processes, the platform, and solving current problems
- We go beyond the CRM system, we give recommendations on the automation of your business in general
- We analyze the current processes
- We identify non-optimal processes: duplication, "bottlenecks", slow stages, unnecessary documents and reports
- We make recommendations for process optimization
- We describe the processes for subsequent automation
- We generate a set of KPIs for monitoring each process
- We model reports and dashboards for process analysis
- We divide the system setup into sprints (1-2 weeks)
- We set up Zoho and integration with other systems
- Each sprint we demonstrate an intermediate result, make adjustments based on feedback
- We conduct user training and record video instructions for working with HubSpot
- We load the primary data for working in the system
- We support the launch - we work with the objections of employees, make adjustments, advise
- We assign a professional team of integrators to your CRM that specializes in implementing Zoho
- We respond quickly to any request, as well as make suggestions for improving your CRM system ourselves
- We constantly refine and optimize CRM so that your business gets the maximum benefit from the system
- We monitor the new products of Zoho and implement them if necessary
- We conduct additional training and update the instructions
- We periodically conduct a full audit of the system, remove old unclaimed processes and recommend the introduction of new functions
- We select a CRM administrator for your company
- We train the administrator in all the subtleties of setting up Zoho
- Administrator:
- monitors the quality of the CRM system management by employees
- prepares reports from CRM, builds dashboards, extracts any information from CRM on request
- adds and disables users, distributes access rights
- advises employees on working in CRM, trains new ones
- does many other benefits for the CRM system - The administrator has access to all the training programs of CRMiUM and to the consultations of highly qualified experts that specialize on Zoho, due to this, he or she is constantly developing and has up-to-date knowledge
main
stages of work
on the implementation of
ZOHO
Our cases
of implementation ZOHO
We helped a company that supplies coffee and related goods to offices to build a great service!
In just 3 months, we automated the processes in the educational company and ensured rapid growth
Automated sales of events and courses in the largest educational project for entrepreneurs in Ukraine
We brought the audit and consulting company to a new level of process automation and analytics
We created a single information space with clients for a company that helps in SEO optimization
Automated all processes of attracting and serving customers in a water delivery company with 1000+ orders per day
Our customers
are satisfied
Need help in choosing the right solution?
What is Zoho CRM?
Zoho – one of the world's most popular platforms for automating small and medium businesses. Zoho allows you to automate all key business processes: sales, marketing, service, finance, hr, internal and external communications. The platform is cloud-based, which means that you do not need to buy or rent your own servers and maintain them. You simply pay for a subscription and use Zoho apps on your computer or smartphone.
- Zoho CRM. This is a convenient cloud solution that allows you to fully automate the marketing and sales department.
- Zoho Creator. It is a platform on which low-code business applications are developed.
- Zoho Recruit. It is used to optimize the process of finding applicants and their subsequent hiring.
- Zoho People. Allows you to manage staff through one convenient and intuitive environment.
- Zoho Finance Plus. This is a practical, powerful, modern platform with which you can automate various financial transactions.
- Zoho Projects. A powerful cloud tool with which you can manage various projects, distribute tasks to employees and track the final or intermediate result.
- Zoho Connect. This module allows you to organize effective work on joint projects for your employees.
- Zoho Workplace. It is a set of modules for creating a full-fledged workspace. Your employees will be able to communicate with each other, store files in it, set tasks and complete them.
- Zoho Analytics. This module is used for data analysis and BI self-service. With it, you can create the necessary diagrams or other visualizations, which makes it easier to work with information.
- Zoho Flow. This is a modern platform that allows you to combine various web applications, link them together and automate workflows of varying complexity.
What are the best uses for Zoho?
How is Zoho CRM different from the competition?
Zoho's main competitive advantage is one of the best "functionality/cost" ratios on the market. Zoho is quick and easy to set up and integrate with any modern IT systems. Separately, it is worth mentioning mobile applications - they are considered by Zoho to be among the best in the industry and do not require separate settings. Those. all processes configured in the main (computer) Zoho platform will work identically in mobile applications.
Zoho One is a practical business package solution. For the price of one CRM, you get not only it, but also 40 additional modules that allow you to integrate the system by launching marketing and financial tools, setting up effective communication channels.
he implementation of Zoho CRM allows you to significantly increase the level of sales, automate certain processes of the marketing department, simplify the procedure for concluding an agreement, and also receive a detailed report on the work done. This system is suitable for both small companies and full-fledged enterprises that employ thousands of employees.
Zoho CRM integration is carried out in several stages, taking into account the characteristics of your business, the structure of the company and its divisions. This process takes some time, but does not affect its functioning. Running processes will not be stopped – the implementation takes place in parallel, with the demonstration of results at different stages of work. CRM integrates with the existing portal, online store, communication channels (telephony, Viber, Telegram, WhatsApp), payment systems and other available tools. Our specialists develop an integration plan and strictly adhere to it so that the whole process goes as quickly and efficiently as possible.
Benefits of Zoho CRM
The advantages of this product include:
- Ease of use. The system has a convenient, intuitive interface, which will not take much time for your employees to master it. CRM, through thoughtfulness and functionality, provides easy migration from spreadsheets or other tools without losing existing data or reformatting it.
- Modular structure. Only the tools necessary for the operation of your business are selected and implemented, which simplifies the work of the integrator and reduces the price of the service. In the future, it is possible to add new functions, if necessary.
- Automation of business processes. This allows you to save resources, increase employee efficiency, reduce transaction costs, track the life cycle of customers after implementation, etc.
- High level of security. Your databases and other information are stored in cloud services, so they are protected from damage, destruction or unauthorized access. Backups are created automatically, which reduces the cost of hiring professional system administrators.
- Detailed support. We train your staff in detail to work with the system, help you understand new features and capabilities, release training videos and documentation. We believe that it is not enough just to set up and implement Zoho CRM, you need to ensure that it works as efficiently as possible, and that each employee knows how to use it.
With Zoho CRM, you can not only automate the work of your sales and marketing department, but give a powerful impetus to the development of your business.
Why you should contact with us
The CRMiUM company has been implementing automation systems for several years. During this time, we have assembled a team of professionals and have accumulated sufficient experience to solve problems of any complexity. We offer:
- Actual prices for our services, an individual approach to each client, taking into account the peculiarities of the business.
- Full work, from the selection of a suitable CRM to integration with Instagram and staff training.
- Permanent technical support, detailed consultations on any issues that arise in the process of working with Zoho CRM.
Contact us, we are ready for mutually beneficial cooperation.