Basic CRM Setup
Get the basics right - professional implementation of your CRM.
True to our principles of keeping ZOHO simple in this pack, we have put together the building blocks to create the firm foundation for your future development of CRM. Then, using the functionality that comes out of the box, we configure it to hold the information you need on Leads, Contacts, Accounts, and Sales Opportunities, integrate the platform with your email, set up your users, and load your data.
** We also recommend that you purchase a discount pack of at least 10 hours **
You will likely want to develop this primary platform further by configuring additional building blocks to create your own CRM solution. We recommend that you don't do this simultaneously and bed the basic foundational CRM first. However, when you are ready to take the next step, we recommend that you pre-purchase our hours and save money - see the section on discounted hours
We are familiar with the setup and all the little hiccups along the way for each application. That has led to a comprehensive checklist which we confirm with you and then use this to set your system up correctly and test it
Track and organise your client and prospect emails
Synchronize your email to send and receive your messages within your app. You can also track when emails are opened and use AI to know the best time of day to send them. Email synchronisation is the bases of many other areas of functionality within the system, such as Sales Inbox and more.
Get the basics right from day one.
Nothing is more likely to drive nonengagement by users in your app than the screens they use to input and find data don’t work for them. So it is worth spending time on a screen to ensure that it captures the correct information, e.g., the drop-down choices are relevant and laid out in a way that makes sense.
With this service, we configure the basic screens for you based on the requirements that we have gathered
Get data right the first time and ready to use from the first day
You rely on getting access to your complete data, which needs to be in the right place and reliable. If it isn't, you or your people won't use the app, and you will have wasted your investment. So, getting it right from the first day is crucial, and that's where our professional expertise and tested process delivers