Developing client focused solutions is what you do every day.
So you know all about the pitfalls that happen when your business isn’t on one integrated platform.
Of course, the next question you ask yourself is “but when do I have time to implement something for
our business? I’m trying to get new business for the firm and manage existing clients…”
ZOHO One For Your Professional Services Firm
Now it’s your turn
for professional
services
services
With Zoho One tailored by Customerization for Professional Services companies, you can now manage and scale your business from one place.
We help you develop your operational playbook to manage sales, marketing, support,
projects and invoicing so you can stay focused on the activities that drive growth for
your firm. Now, it’s your turn!
Just as you provide guidance and direction for your clients, we have developed
our Professional Services offering in the same way.
projects and invoicing so you can stay focused on the activities that drive growth for
your firm. Now, it’s your turn!
Just as you provide guidance and direction for your clients, we have developed
our Professional Services offering in the same way.
Our solution helps you
Automate Marketing
- Create and manage marketing campaigns
- Segment Leads for follow up
- Support customer onboarding
Streamline Sales
- Manage appointments
- Generate proposals
- Pipeline management by deal type
- Timely Invoicing
Manage Projects
- Automated project creation workflow
- Task management per client per project
- Time tracking for billing clients
- Resource management - right project to right consultant
Support Customers
- Repeat business/referral management for new business
- Centrally collect and manage client issues
- Develop an internal knowledge base of customer FAQs
Report & Analyze Results
- Revenue Forecasting
- Resource Utilization
- Project Profitability
- Revenue Forecasting
- Resource Utilization
- Project Profitability
Just like the advice you give your customers, you know staying stuck in analysis mode doesn’t move a
project forward.
Now that it’s your turn, let’s help you get your project live as quickly as possible to reach your business goals.
The Professional Services solution by Customerization saves you time, effort, and money.
Now that it’s your turn, let’s help you get your project live as quickly as possible to reach your business goals.
The Professional Services solution by Customerization saves you time, effort, and money.
Just like the advice you give your customers, you know staying stuck in analysis mode doesn’t
move a project forward. Now that it’s your turn, let’s help you get your project live
as quickly
as possible to reach your business goals.
The Professional Services solution by Customerization saves you time, effort, and money.
We have the experience, expertise, and burning passion to help professional services firms use the best technology they can afford and implement those solutions as cost effectively as possible.
What does success look like with our solution for professional services companies?
- You have a Zoho implementation roadmap
- A Zoho framework for the most common tools including CRM, Desk, Zoho One
-
Personalized 5 step process for success
- Discovery session
- Overview of the required apps for your solution
- High-level solution architecture documentation
- Weekly/bi-weekly meetings
- Ongoing support with 48 hr SLA
- Results in 2-4 weeks depending on your availability
Pricing for your professional services solution
We began offering this “tailored for you” solution because we saw a real need in the market for
our small business professional services clients that want a fast start
and results but don’t have a big budget for a complete turnkey
solution.
Having a system like Zoho One to run your business from one place is essential to firms providing client centric solutions. We work with you to speed up software development and help facilitate the change management needed to support your business.
Having a system like Zoho One to run your business from one place is essential to firms providing client centric solutions. We work with you to speed up software development and help facilitate the change management needed to support your business.
This cost-effective is built of two parts:
01
A personalized Zoho apps mix installed that is in production and ready for use. You pay your Zoho licenses to Zoho.
02
A bank of Customerization professional services to fine-tune your solution.
Prepay the bank, and let’s go.
Prepay the bank, and let’s go.
03
Weekly reporting on hours utilized with notification of expiring hours.
Starter Bank includes:
10 hours (C$140/hr) for a simple 2-week
implementation of one
Zoho app
implementation of one
Zoho app
10 hours
Premium Bank includes:
20 hours (C$140/hr) for up to 4 week
implementation usually
for multiple Zoho apps
implementation usually
for multiple Zoho apps
20 hours
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.
local
Just around the corner, in Toronto. Speaking the same business language. Call us, see us in-person,
solve problems over a call.
EXPERIENCED
Decades of CRM, Business Applications and Cyber Security experience. In-house and on agency side.
COST-EFFECTIVE
Accurately priced services keep costs under control. Competitive pricing compared to alternatives.
PRODUCTIVE
We value your time, and ours too. The whole team is hands-on, no administrative resource waste.
PARTNER, NOT VENDOR
We focus on processes and solutions rather then software features. And deliver results you can trust.
ALL UNDER CONTROL
Dedicated project supervision at every stage. Scope it right, deliver on time and on budget.
LET’S TALK ABOUT HOW WE CAN MAXIMIZE
YOUR BUSINESS TECHNOLOGY INVESTMENT!
YOUR BUSINESS TECHNOLOGY INVESTMENT!
