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ZOHO CONSULTING SERVICES FOR BUSINESS

Scale your business with Customerization consultants and Zoho solutions

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Certificate of Zoho Partnership

Customerization is a Toronto-based Zoho Advanced Partner officially recognized by the Zoho Corporation.

This prestigious partnership level reflects outstanding achievements in delivering high-quality services to clients using Zoho technologies.

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WORK WITH THE BEST ZOHO SOLUTION PROVIDER

Your company is growing and now you face new challenges like:

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”We are adding salespeople which means we need technology to support them so we can manage our customer relationships better.”

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”It felt like just yesterday we could run everything in the business on spreadsheets but now I need to hire people just to manage spreadsheets. That seems wasteful
and expensive”

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”We are using software for our industry that is supposed to be flexible but I need this software to integrate with other systems.”

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”We spend so much time on manual and repeatable tasks every day.”

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”We are thinking of using Zoho but want to make sure we have the right implementation partner to support us.”

OUR ZOHO EXPERTS ARE THE RIGHT FIT IF YOU ARE

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Experiencing high growth and want to evaluate your technology platforms to support that growth.

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Needing help to automate business processes and seamlessly integrate with legacy/proprietary software and your new CRM.

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Wanting Zoho expert implementation recommendations for Zoho CRM to maximize your investment.

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Wanting to leverage platform customization flexibility options to fit the solution to your individual business needs.

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Ready to reduce customer frustration due to missed orders or the disconnect between internal departments.

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Ready to unlock your data and make informed decisions based on it. Foster collaboration and teamwork based on access to relevant data & reports.

Our services

As a Zoho consulting partner, we specialize in tailoring business automation solutions to meet the unique needs of small and medium enterprises.

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ZOHO CONSULTING

Zoho solution design, implementation, integrations, and testing. All Zoho applications. Zoho maintenance and support packages.

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ZOHO SERVICES

Pay as You Go maintenance and support for existing Zoho users and Project-Based implementations for companies new to Zoho.

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ZOHO CRM

Quick Start CRM – a simple solution that is up and running in 2 weeks.
Advanced CRM that integrates with Zoho Apps and 3rd party systems.

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Zoho One

Navigating 50+ Zoho Apps can be difficult. Let us guide you and deliver a system that actually works. See how RollerUp and BlazeSoft did it with us.

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Zoho Creator

Extend Zoho functionality or/and develop custom applications with unique functionality with our Zoho Creator and Deluge development team.

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Zoho training

Our services are accompanied by Zoho Training supporting your company with change management and employee adoption of the system.

Your Industry, Our Zoho Expertise

Your business is unique. Partner with a Zoho consulting company that understands your business. We’ll work side-by-side to optimize your Zoho tools implementation and integration to achieve your goals.

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Financial SERVICES

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INSURANCE

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MORTGAGE BROKERS

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MANUFACTURING

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SOFTWARE COMPANIES

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Non-Profits

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HVAC

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AUTOMATIVE

Mentor at

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Certifications

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In the press

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Testimonials

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As a digital marketing and sales enablement agency, Consultus Digital relies on robust, strategic tools to support our clients’ growth. Customerization Inc. provided us with expert insights into the Zoho ecosystem, helping us structure the platform in a way that aligns seamlessly with our goal of delivering measurable marketing and sales results. Their team demonstrated a strong understanding of Zoho’s capabilities, offering guidance that complements our mission to drive performance and transformation for our clients. Customerization’s strategic approach and clear communication make them a valuable partner for any business looking to maximize their Zoho investment.

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As a digital marketing and sales enablement agency, Consultus Digital relies on robust, strategic tools to support our clients’ growth. Customerization Inc. provided us with expert insights into the Zoho ecosystem, helping us structure the platform in a way that aligns seamlessly with our goal of delivering measurable marketing and sales results. Their team demonstrated a strong understanding of Zoho’s capabilities, offering guidance that complements our mission to drive performance and transformation for our clients. Customerization’s strategic approach and clear communication make them a valuable partner for any business looking to maximize their Zoho investment.

Benefits of working with our team

We started Customerization because we believe that every business deserves a fit-for-purpose platform to operate effectively. Fully integrated revenue generation infrastructure makes businesses efficient, adaptable, and competitive. We convert decades of experience across industries and markets into each and every client’s success.

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local

Just around the corner, in Toronto. Speaking the same business language. Call us, see us in-person, solve problems over a call.

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EXPERIENCED

Decades of CRM, Business Applications and Cyber Security experience. In-house and on agency side.

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COST-EFFECTIVE

Accurately priced services keep costs under control. Competitive pricing compared to alternatives.

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PRODUCTIVE

We value your time, and ours too. The whole team is hands-on, no administrative resource waste.

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PARTNER, NOT VENDOR

We focus on processes and solutions rather then software features. And deliver results you can trust.

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ALL UNDER CONTROL

Dedicated project supervision at every stage. Scope it right, deliver on time and on budget.

WHY BUSINESSES NEED A ZOHO PARTNER LIKE US

Are you getting the most out of Zoho?

You selected ZOHO to take your business to the next level, envisioning a quantum leap in sales, information flowing freely through your organization, a smooth transition to an online business model.

What’s the most effective way to achieve your goals?

Fully utilizing ZOHO’s potential requires specific expertise. You need experienced professionals who know the ins and outs of ZOHO and can quickly handle any implementation – from the simplest to the most complex – from speedy CRM configuration to integration with your ERP system and data migration, to effective training and user adoption.

That’s where we come in.

As an authorized ZOHO partner, we specialize in maximizing your ZOHO utilization and effectiveness. Our skilled team leverages extensive experience and creative problem-solving to design and implement your entire project — guiding you along every step of the way, helping you make smart choices that empower your organization, mitigate risks, and ensure that your vision of ZOHO’s potential becomes a reality.

We look forward to partnering with you on your ZOHO journey.

FAQ

Is Zoho an expensive software?

Zoho has a very reasonable price for the value it brings. It is considered one of the most economically feasible and feature-rich solutions in the business technology market.

You can pay per user per app or you can choose to use app bundles that are priced under one umbrella. The latter fits when your org uses more than one app (e.g., Recruit and CRM) or when you need to serve different LOBs (e. g., Sales, Marketing, Service, Project Management, Finance, etc.)

There are also additional plugins and connectors that are not included in the bundle price, and can be purchased separately (e.g., enhanced social media or e-commerce platform connectors). As your implementation partner, we would work with you to define what apps/ bundles/ add-ons you need to purchase for your specific case.

An example of the bundle pricing is the Zoho One bundle: h

Do I need a developer every time I want to add fields or change something in my Zoho

In short, no, you don’t need a developer every time you want to make changes to your Zoho system. Zoho has an intuitive interface, and users are able to perform basic changes like:

  • adding or removing data fields
  • activating and deactivating apps in Zoho app bundles
  • playing with settings
  • pulling reports

However, from our experience with many clients, here are some tried & tested tips:

  • Go through Zoho User Training
  • Use a Zoho partner (like Customerization) to build out the basic setup and configuration and establish a support relationship to partner with you for your future changes.
  • When you’re customizing your system (which IS the point of configuring the system that fits your specific business needs and processes), you want to document each step and each change you make because changing stuff in one place can break something in another. Make small changes and test that everything still works; keep track of all your changes to reverse engineer if anything turns out differently than what you expected.
  • Keep the system in the hands of one/ max two people who are responsible for it in the organization as part of their day-to-day job responsibilities. This should not be an afterthought system to manage.
What if I’m not 100% sure what I need?

That’s understandable. There’s a lot of information out there in the digital marketplace. Let’s review a couple scenarios and give you some guidelines to follow.

1. You are already on Zoho, and you need to maximize its effectiveness. This can be adding a module, or even designing and implementing a complex solution. You already have requirements, but need help on timelines, pricing and implementation expectations.
Here we will follow a similar process. We will set up a call, you will share you requirements and plans as well as the open questions you have. We can then provide validation of your Zoho software purchase plans and provide the guidance you need to feel confident you are on track.

2. You have the scope of work lined up, and Zoho made it to your final list of potential solutions. But, before you purchase the software, you’d like an extra set of eyes to review your plans and software to make sure you avoid any project pitfalls and make sure you are purchasing exactly what you need from Zoho.
Here we will follow a similar process. We will set up a call, you will share you requirements and plans as well as the open questions you have. We can then provide validation of your Zoho software purchase plans and provide the guidance you need to feel confident you are on track.

3. You are still trying to decide between Zoho and a different system.
We are experts in Zoho and Microsoft Dynamics 365, so if those are your two systems that you are trying to decide between then, we can definitely help you with comparing these two solutions by guiding you through the pros and cons. We have a ton of experience helping clients pick the best system for their needs today as well as future proofing your purchase.

In the meanwhile, you can open a free Zoho trial account to test out the software and see how you like it.

LET’S TALK ABOUT HOW WE CAN MAXIMIZE YOUR BUSINESS TECHNOLOGY INVESTMENT!

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