We can assist you in fully integrating your Zoho account with many other systems and software you use to run your business. Integrations can be applied to virtually every aspect of your business. Zoho offers integrations with over 500 external applications, including Google Suite, Office 365, Slack, Zapier, and Shopify.

Here are just some examples of how our custom integration solutions can help your business:

By integrating your advertising accounts (such as Google Ads or Facebook Ads) with the lead and conversion information in Zoho, you can view real-time data in Cost Per Acquisition reports on your dashboard. By integrating your communication software (such as Mailchimp or your website’s chat), you can funnel client communication trends into a report on your dashboard.
By integrating your billing software (such as QuickBooks), you can send invoices directly from your Zoho account.

Just tell us how you want your applications to interact with one another, and we will develop an integration solution to get your business running as smoothly as possible.

Our automation solutions can assist you in streamlining nearly any aspect of your sales process, which will save you and your sales team valuable time. By automating certain tasks, you can focus on other aspects of your business — like personally interacting with clients, or solving issues that truly require your attention.

Automations can also streamline the SOPs of your sales process. For example, automations can be built to assign specific tasks to different employees when a deal is in progress.

Automations can also be developed in order to send notifications in response to an event, send invoices, and submit documentation for approval.

If you want to grow your business, then you need to develop automations that will allow you to increase your bandwidth at any given moment. Automations are key because they allow you to multitask and increase productivity without wasting time on details or menial paperwork.

Zoho allows you to create customized reports that display key factors in your sales, marketing, and lead acquisition processes. Additionally, in the Zoho interface, administrators can create dashboards with analytical widgets for sales (including charts, target meters, KPIs, and funnels). Overall, the reporting and dashboard component of Zoho is designed to visually communicate key data — rather than reading through a long report, and so this way your employees can access information in a colorful, engaging display.

When we set up your Zoho account, we will create an array of custom report presets, gauging which fields to include in each report to help your team easily and accurately find valuable information. Furthermore, we will create customized dashboards for your administrators, sales reps, and standard employees, synthesizing all relevant data based on each player’s role in your company.

By the time we are finished setting up your Zoho account, you will have an organized, easy-to-read arsenal of data — all to help you make the best decisions for your company’s future.

Once we complete your Zoho setup, our work isn’t done. We want to make sure you get the most out of your CRM, so we will walk you through your brand-new Zoho interface and train you as an administrator.

In this process of training you as an administrator, we will also assist you in adding administrators to your account, and customizing each employee’s access to your business’ Zoho interface.

Afterward, we also offer support for your Zoho account on an as-needed basis. We genuinely care about your business’ success, so we want to make sure that you get the most out of your investment in the CRM, as well as your investment in working with us.