Zoho CRM setup

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1 Day
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Streamline Your Sales Process

CRM (Customer Relationship Management) setup refers to the process of installing, configuring, and customising popular SaaS CRM platforms like Salesforce, HubSpot or Zoho to track sales interactions, manage leads and accounts and analyse marketing effectiveness.

Optimise Lead Management Workflows

CRM centralises all customer data and communication history in one platform, providing sales and marketing deeper insight while saving huge manual effort coordinating between siloed spreadsheets/documents/emails. This leads to higher productivity and sales.

Our service includes:

  • Identifying sales objectives & processes
  • Designing customised data model
  • Configuring pipelines, deals stages & fields
  • Installation & integration
  • Import existing customer data
  • User training & adoption tracking

Outcomes we deliver:

  • Complete centralised contacts/accounts info
  • Automated sales workflows
  • Insightful reports and forecasts
  • Higher sales productivity
  • Customised system aligned with existing processes

Ability to tweak the system as needs evolve


  • Access to existing contacts/accounts data
  • Current sales & marketing workflows
  • End user licensing needs
  • Integration requirements
  • Expected rollout timeline

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