ZBrains Zoho Implementation Plans

Bronze Package
Call For Price
Creation of CRM spec doc
Customization of fields & screens
Exclusive video content*
Two CRM training sessions**
 
 
 
Silver Package
Call For Price
Creation of CRM spec doc
Customization of fields & screens
Exclusive video content*
Two CRM training sessions**
CRM Workflow Automation Setup
 
 
Gold Package
Call For Price
Creation of CRM spec doc
Customization of fields & screens
Exclusive video content*
Two CRM training sessions**
Deployment of any two Zoho apps
One training session ea. per app***
 
Platinum Package
Call For Price
Creation of CRM spec doc
Customization of fields & screens
Exclusive video content*
Two CRM training sessions**
Deployment of any two Zoho apps
One training session ea. per app***
Workflow Automation Setup for apps****

These services in particular does not include: Custom programming, on-boarding users (as this is covered in our training sessions), historical data migration, or workflow automation (but this item can be purchased separately).  Also note: These implementations can’t be done in phases or piecemeal – all work must be done at once.

Important: These packages are only available after first engaging ZBrains for a Business Process Analysis.

*Exclusive CRM implementation video content includes: Configuring email client syncs, syncing Google Apps, CRM mobile app, and data migration.

**Zoho CRM training sessions will cover the following: CRM 102: Basic Use & Sales Pipeline Management; CRM 103: Administration & Workflow Automation.

***Other Zoho apps training sessions will cover basic use.

****This excludes Zoho Campaigns campaign management, so you will have to write your own email templates and come up with other creative content.

Zoho implementation plans

We implement Zoho CRM and other Zoho apps so you can focus on running your business

Get started on the right foot by signing up for one of our Zoho implementation plans.

After signing up for Zoho, we will take charge to plan and manage the process for getting your company on board with your new Zoho CRM implementation. This includes determining which add-ons and integrations are necessary, converting data from your old system into Zoho, training classes, Zoho support, and customizations within the program for your users.

We support data conversions from most other CRM systems! Enjoy your new CRM investment to the fullest by getting expert Zoho consulting help along the way from ZBrains.

Why Use the Zoho Implementation Plans?

When you’re beginning to use a new system, or when you’re looking to re-deploy software correctly after an unsuccessful attempt, you could go it alone – but, then, you’d essentially be leaving your business to the wolves.

Don’t let that happen.

Instead, trust in Zoho-certified CRM consultants at ZBrains to help you implement your new system in a way that really complements your business, giving you all the tools you need to succeed – instead of having to dig around looking for solutions, wasting valuable time in the process.

Deploying a new CRM isn’t usually a walk in the park – in fact, it can take weeks.  Can your business afford to lose you or other valuable team members while they tend to data migration, data field customization, field mapping, email importing, and the like?

Zoho Implementation involves careful planning. Sit down with us and we’ll start!

When implementing Zoho, nothing should be left to chance.  Rather than giving you a boilerplate recommendation, we prefer to get to know our clients and their respective businesses intimately well, so we can give the most effective Zoho implementation recommendation to you.  We do this by conducting a scoping/planning phase called a Business Process Analysis.  The deliverable from this engagement is a technology road map that will show you just how your Zoho implementation will unfold if you choose to work with ZBrains.  This should serve as a great jumping-off point into an actual project with us.

We will help you connect Zoho apps together to form the ultimate business system

While implementing Zoho CRM is a fantastic start to most business plans involving Zoho software, it’s not always the only thing that’s needed.  What about your finances or order management?  Your project management or help desk ticketing?  Email marketing?

Zoho has solutions to meet all of these needs, no matter how complex or simple.  ZBrains specializes in implementing these apps:

Use the power of integration to connect 3rd party apps to Zoho CRM

When devising a plan to implement Zoho, you may find you need to hang on to a legacy system or make that old system play well with Zoho CRM.  With ZBrains’s integration expertise, we can help you make that happen.  ZBrains already connects Zoho apps with a library of 3rd party apps, including ERP systems.  Choose from a QuickBooks CRM integration, a Sage 100 integration, and even integrations with custom software.  ZBrains integrations are hosted on our own proprietary ETL (extract, transform, load) platform called AgilitySync.  ZBrains can handle data migration services during your Zoho implementation too, if needed.

Leverage the power of Zoho ERP for your custom Zoho implementation needs

No two businesses function exactly alike, and so there are times when software off the shelf – even Zoho’s own software – won’t work quite the way you need it to for your business.  With the power of Zoho Creator, we can build and configure completely custom Zoho ERP apps, perfect for your field services or construction business.

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