Overview of the Zoho CRM implementation
1
Setup
Migration, Customization, Training
2
Integration
E-mail integration, Website integration, Templates
3
Business processes
Alerts, Workflow, Document Management
4
Advanced
E-mail marketing, Report system, and many others tools
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Setup
1
Migration
Business Requirements
Often companies use different systems they like to migrate from.
Basic Solution
Zoho allows uploading from xls and csv files. When you do that this is easy to upload some fields for Leads, Clients, Contacts. However, it is non trivial to relate Contacts to Clients, upload emails, attachments etc.
Advanced Solution
Your export files can be pre-prosessed in special tools which allows to upload everything you need.
2
Customization
Business Requirements
Very often businesses need to keep a specific information. Say, touristic companies - about their tours, medical companies - patient health records etc.
Basic Solution
Zoho allows creating additional fields to keep any information you need. When you do that this is easy to make some new fields. However, it is non trivial to relate fields to each other. Say, if you have a Daycare business and would like to make records about parents and their children, it is not so easy to record 'Number of children' field for a parent automatically after adding a new 'child'-record.
Advanced Solution
Your business logic for any field can be also programmed in Zoho CRM.
3
Training
Business Requirements
In order to use your CRM effectively, people need to understand its functionality well.
Basic Solution
There are tons of guides, video-guides etc about Zoho and they can be definitely recommended to use. Having a question you can usually find the answer.
However, sometimes there are too many answers and you cannot choose the right one. What the way to send emails from Zoho - using 'embedded' email system, your own email server, or 3rd party solution? Zoho allows using all of this, but what is better for you?
Advanced Solution
Your can use a training designed for your today's situation?
Integration
1
E-mail integration
Basic Solution
Zoho allows sending emails right from CRM.
However, say, you would like to send those emails not only from Zoho, but from your Gmail, Outlook or any mail systems and see them in Zoho after sending? And what about incoming emails? More questions then answers.
Advanced Solution
Your email system can be fully integrated with Zoho - you are able to see all your emails - inbound and outbound regardless of what the place you get/send it first time. Say, you can send emails from you favourite email clients and see them in Zoho as well.
And the best thing here is that you can even have previous email exchanges with clients in Zoho which you had before setting Zoho - awesome, isn't it?
2
Web-site integration
Business Requirements
Your potential clients leave orders or quote requests on your website and you would like to get them into your CRM as Leads? That is easy.
Basic Solution
You can build the webform in Zoho and implement it into your website. Leads from this webform will be uploaded to Zoho automatically
However, say, you have already had a webform, a good enough and you do not want to replace it with Zoho's. Is there a solution here?
Advanced Solution
Yes, it is. Website-to-lead functionality can be created. Any your website lead will be in Zoho without rebuilding you website or whatever.
3
Templates
Business Requirements
You need to brand emails or documents you send to your clients? You would like to start your letters with 'Hello YourClientName' instead of 'To Whom It May Concern'?
Basic Solution
You can build email and document templates in Zoho with your Logo/pictures and with special 'merge' fields, such as CustomerName, CustomerItems. Those fields will be replaced for 'Susan', 'T-Shirts' and whatever you have in your client profile / invoice etc. You do not need to do it manually any more.
However, say, you would like to customize your emails for mobile devices? For example, to have a big font if your client opens it on iPhone? More than 60% emails are opened on gadgets. Is it possible to manage it?
Advanced Solution
There are some advanced tools for templates with Zoho. Mobile responsive design, building complex emails and documents 'on-the-fly' etc - whatever is needed.
Business processes
1
Alerts
Business Requirements
You need to be alerted of important events. New client? Expiring date of a document? New message from an important client?
Basic Solution
Zoho allows setting auto-alerts after different events.
However, say you woudl like to be alerted immediatelly after specific events such as your customer's answer 'No' on the question 'Are you satisfied working with us?'.
Advanced Solution
Your questionnaires any any other systems can be fully integrated with Zoho and you are able to get alerts about everything.
2
Workflow
Business Requirements
You would like your system assists you with your routine, wouldn't you? Say, it would be great, after getting a new lead, to have an automatically created not only 'welcome email' but 'follow-up task' as well.
Basic Solution
Zoho allows users 'to program' their workflows, such as creating auto-tasks etc.
Advanced Solution
Any conditional routes can be made as well. Say, you would like to set different rules for different type of clients. Some client want to get their document packs via email, and others - via snail mail. And this is also possible to automate!
3
Document management
Business Requirements
Creating, Sending pdfs /any documents to your clients, storing them - this is another purpose of any CRM system.
Basic Solution
Zoho allows users to create, send and store documents. However, say, you would like to do it automatically - renewal contracts etc. Possible?
Advanced Solution
Yes, any auto-creating and sending any documents also possible in CRM. Your clients get their contract in time without your manual labour.
Advanced
E-mail marketing
All our professionals have more than 5 years of legal experiences.
Report system
We offer you professional consultation of our specialist in 30 minutes.
Many other tools
Our prices are fixed for some standard services.
If you want to do the implementation together with us, please send your e-mail and name
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