Consulting and Strategy (Pre-Implementation)

We act as a trusted advisor to help you navigate the 50+ applications in the Zoho ecosystem.

• Needs Assessment: Conducting a comprehensive review of your current business processes, challenges, and long-term goals.

  Product Selection: Recommending the most suitable combination of Zoho applications (e.g., Zoho CRM, Zoho Books, Zoho One, etc.) that align with your specific requirements and budget
• Solution Blueprinting: Designing a tailored solution architecture, including process flowcharts, module maps, and a clear implementation roadmap.

Implementation and Customization

• This is the technical phase where the solution is built and configured.

• System Setup & Configuration: Installing, setting up, and configuring the selected Zoho applications (e.g., defining user roles, permissions, security settings).

  Customization : Tailoring modules, fields, layouts, workflows, and process management tools like Blueprints and Wizards to match your unique business logic.
• Custom Development : Utilizing Zoho's proprietary programming language, Deluge, to create complex Custom Functions and applications (often in Zoho Creator) to handle unique business rules or extend standard functionality.
• Data Migration: Planning and executing the smooth, secure, and accurate transfer of historical data from legacy systems or spreadsheets into the new Zoho environment, ensuring data integrity

Integration and Connectivity

Ensuring Zoho works seamlessly with your existing technology stack.

• Internal Zoho Integration: Connecting different Zoho applications (e.g., linking Zoho CRM with Zoho Books and Zoho Projects) to create unified business processes and eliminate data silos.

  Third-Party Integration: Using APIs (including RESTful APIs) and connectors to integrate Zoho with external systems like ERPs, payment gateways, marketing platforms, or industry-specific software

Training and Adoption

Ensuring your team can effectively use the new system to achieve maximum ROI.

• User Training: Providing tailored training sessions for different user groups (e.g., sales, finance, marketing) to ensure high adoption rates.

  Documentation: Creating customized documentation and user guides specific to your new Zoho setup.
• Change Management: Helping the business and its employees adapt to the new workflows and technologies.

Post-Launch Support and Optimization

• Providing continuous support to maintain and grow the system. We can Offer ongoing help desk support to quickly resolve technical issues, bugs, and user queries.

• System Maintenance: Performing routine maintenance, managing updates, and monitoring system health.
• Optimization & Scaling: Proactively reviewing system usage and recommending enhancements, new features, or expansion into additional Zoho apps to support business growth and changing needs.