Zoho CRM Implementation


Global Vision Technology is Zoho Alliance Partner. We have implemented Zoho CRM for several customers across the globe. We have several CRM accelerators which decreases cost of CRM implementation and also reduces the time required for implementation.

Zoho crm is one of the most cost effective small business CRM programs focused for Small and Mid size businesses. It offers almost all of the key functionalities of leading Customer management applications at a fraction of a cost. Zoho is an effective CRM tool that helps streamlining your organization-wide sales, marketing, customer support, and inventory management functions in a single system

Some of the key features of Zoho CRM are as follows:

  • Sales force automation
  • Marketing activities automation
  • Customer support automation
  • Browser based SaaS application
  • No hardware , no software , no lock in
  • Quote Management
  • Forecasting
  • Products/Services
  • Vendors
  • Purchase orders and sales orders
  • Dashboard and reports

We have several standard packages of Zoho CRM Implementation. Description of our basic implementation package is as follows.

Zoho CRM Implementation – Process


What is included?
  • Business process consultation
  • Study of As Is process
  • Design of To Be process
  • One Web to lead form
  • Process implementation
  • Email Marketing software integration
  • Email Integration
  • Lead Module customization
  • Contacts Module customization
  • Potentials Module customization
  • Invoices customization
  • Products module customization
  • Price book customization
  • Quote module customization
  • Reports customization – 5
  • Training
  • Cockpit view of the business in real time
  • Better control of all the activities of the entire sales team ( tasks, calendar, calls etc)
  • Efficient tracking of customers, leads and prospects
  • Accurate sales forecasting
  • Accurate view of sales pipeline
  • Track client by lead sources
  • Measure marketing and advertising effectiveness
  • Streamline marketing , sales and support processes
  • Increase customer satisfaction which would also increase revenue
  • Increase cross selling opportunities

ZOHO CRM Integrations:

  • VOIP Integration
  • Mail Integration
  • Quickbooks Integration
  • Google Maps Integration
  • Mobile App Integration
  • Website Intergration
  • SMS Integration
  • BI Tools Integration
  • Ensuring CRM is at the Centre of all the Systems
  • Better manage the growing Business
To find out more about Zoho CRM Implementation, please click here
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