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Customize and Integrate
You have Zoho, now what?
Taking the important step of acquiring a powerful, seamless CRM like Zoho will set your business on a course for success. However, getting the most from Zoho means knowing how to harness all of its capabilities in a way that makes sense for your business. At Taft Partners, we don’t just know Zoho CRM systems, we know how to customize its use specifically for your business needs, goals, and model.
To begin, our Zoho experts will provide you with a thorough business analysis. This includes a business intelligence and process design meeting with key stakeholders to determine such things as:
- How they would like to customize Zoho
- Which fields to add
- Which dropdowns to create
- What to put on the drop downs
- What are the reporting needs
- What custom email & Word templates do we need
- How do we define our quoting and sales process
After a thorough understanding and evaluation of your Zoho customization needs, we will design a prototype of your unique solution and review it with you in a follow up meeting.
Following presentation of the prototype, we will gather feedback and implement those changes to the test system. Once we have validated the test conversions of data, we can begin transition into the live Zoho database.
As the data importation/conversion completes, the training of Zoho end users can begin. After completion of Zoho training, your staff will be ready to test their skills on real data within your newly designed, customized Zoho database!
It all begins with a conversation. Find out from us directly how a customized Zoho solution can make your business run leaner, smarter, and with greater results. Reach out to one of our Zoho experts today.