Zoho One Expert Consultants
Adept Cloud are Zoho One Expert UK Consultants, so we understand the process of migrating your company’s data into a new CRM can be arduous. Alongside a data migration you will also need to customise your CRM to your specific needs. Here is how Adept Cloud can help you with the process and going forward.
Consultancy in-person or online
With Covid-19 affecting all our lives, we now offer our consultancy service online as standard, however, should you prefer to meet in person we can discuss and make arrangements.
Your initial Zoho One consultancy service is free and should be considered as an opportunity for us to learn more about the nature of your business and processes within. We hope it will also be a great chance for us to show you the potential of Zoho and our capabilities to manipulate and shape your system.
After the initial meeting Adept Cloud will put together a scope of work for your Zoho One project. Within this we will set out a fee for the planned and agreed work, from this you may select the items you wish, knowing exactly their cost.
By the time we come to implement the scope of works we’ll have all the information we need to get going. We’ll get you up and running on Zoho so you don’t need to do any of the setup if you don’t wish to (and if you have started a trial, we can make arrangements).
We’ll get your CRM setup with home dashboards built specifically to the needs of members of your teams, setup any blueprints for staging progression, create workflows to accommodate basic additional functionality and write code for any unique functionality.
Post-implementation, all features will be tested and run by you the client to ensure it has been delivered as explained in the original scope.
With our migration service your CRM will be setup and ready to go so that you can dive straight back into working with your organised, existing sales, clients and leads.
During the consultation we will discuss a migration plan so you understand our requirements and what data and in what format you will need to provide it.
When you’re CRM is up and ready to go, it is always prudent to get your staff trained in how best to use the system. This is a phase that we must emphasise the importance of, as it will mean that your staff use the CRM to the height of its potential and within your set out process.
Additionally, we can provide advanced training for Administrators within your team so that they can continue to make tweaks to your system as you advance, and requirements change.
Even once your system is complete and ready to use, you will still want to innovate over time and add your own unique features to enhance your business process. We can continue to support your Zoho CRM’s development with retainer plan to suit your needs. This means you have a team of experienced developers to help you on any challenge you face.
As official UK Zoho partners we can make use of the Premium Partner Support, meaning we can make requests directly to Zoho on behalf of your business.
Reports and Analysis
Once you are up and running with Zoho CRM, we’ll be able to produce incredibly detailed reporting for you. We’ll setup reports and schedules (for their being sent to you and relevant partners on a recurring basis), as well as Analytics (visual representations of your data). This means you can have your data sent to you directly and available on your home dashboard. We can train your team to create their own reports and analytical charts, so that you can all modify your home dashboards with beautiful visuals (like the Zoho CRM home dashboard represented in the image above).
Zoho One Trial here.