ZOHO CRM CUSTOMIZATION

UP TO 70% OF THE CRM PROJECTS FAIL!* WHY?

Lack of strategic planning before the project
Technological implementation problems
Lack of organizational readiness and integration
Poor design, planning and implementation
Not tying results to business outcomes

The system you pick matters. The coach, guide & implementation partner you select matters. So, Yes, CRM projects fail, but they don’t have to. That’s where we come in

We are a Zoho certified team of experts with the experience and problem-solving skills to design and implement your entire project – guiding you along every step of the way.

You made a great decision by selecting Zoho SaaS . It is advanced enough to handle any of the complexity your business requires but flexible enough to be easily customized to your needs.

But the system by itself will not justify your investment. But investing in the people who design and build it will. Our team + your team: Where your success drives our success.

OUR ZOHO CRM CUSTOMIZATION APPROACH FACILITATES:

At Customerization, we untangle the complexities of the CRM setup and
customization and make the software work better for you

If you to think back to a time when you began your business. It is an exciting time, but also usually a little stressful. Almost right from the start, you have to think about how you will track important information about customers, the sales they generate, the problems that come up on projects, how you will collect funds, and how you will communicate with your new customers. But of course on day one, you aren’t quite ready for the whole shebang, and so begins the creation and management of spreadsheets, the storing of key information in your inbox – you know you do it, and the cobbling together of various tools to make things work. A little time goes by, your business is growing; and it hits you. It’s all too much; it’s time to bring in the capable and flexible CRM and the knowledgeable and productive Zoho partners to implement it.

ZOHO CRM CUSTOMIZATION METHODOLOGY

A flexible framework that keeps project under control, delivering on time and on budget.

Run A Discovery Workshop
Purchase Optimal Software Applications License
Configure The System Based On The Workshop Outcomes
Test And Fine-tune The System
Upload Or Migrate The Data
Train The Team

FROM EXCEL FILES TO THE OPERATION AL ZOHO CRM

“At Phoenix Imports, we didn’t have a CRM and were trying to run our business on spreadsheets. Once we selected Zoho CRM – we knew we needed:

After talking to other companies who used Customerization and hearing about their experience and success, we knew we were on the right track by partnering with them. We now have:

Customerization listened to our needs, provided ideas and guided us to the best solution for our needs, while keeping us updated on progress with frequent check-ins that we were all on the same page.”

Wayne Forrest

Vice President of Operations and Finance
Phoenix Imports Inc

ZOHO CRM IMPLEMENTATION SERVICES

Implementation, maintenance, and support packages for every case

QUICK START CRM

A functioning Zoho CRM up and running in just two weeks.

We believe in quick wins. If you’re just starting with your Zoho CRM, setting it up fast yet right the first time is the best option.

For such a project, we typically would:

Create the required data fields for lead, contact, account, and deal modules
Configure all the stages of the sales management project
Integrate with the email service provider
Automate 1-3 routine workflows and communications (e.g. birthday greetings)
Configure 1-3 reports, e.g. sales rep performance, pipeline forecast, activities performance
Setup user access levels and security profiles
Train your team to use your system

CUSTOM PROJECTS

For anything beyond the out-of-the-box functionality.

End-to-end implementation of your sophisticated Zoho CRM project.

A confident project delivery plan with clearly defined deliverables, milestones, and timelines.

You have a scoped project and looking for the best-in-class implementor Let us review your scope of work, provide our estimates, and implement the scope for you.
Already running on Zoho CRM and need to add a module, integrate Zoho CRM with other systems, migrate to Zoho CRM, etc.
Just bought Zoho CRM, and need to build everything from scratch, starting from needs analysis to solution design and hands-on implementation.

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

LET'S GET STARTED

FAQ

Our hands-on expertise covers all Zoho applications and smooth workflows between them.

What is Zoho CRM used for?

Zoho CRM is used by small and large companies worldwide to help them manage their customers’ information. The software allows you to create contact lists based on where your customers live or what they buy from you. You can then track the history of each contact within your database and follow up with them at any point in time.

You can also create cases for certain contacts so that all information about them is organized into one place for easy access later on down the line. The software allows users to assign tasks to other team members as well as set due dates for those tasks so everyone knows what needs to be done and when.

Why do you need Zoho CRM?

Zoho CRM can help you manage all your customer relationships and interactions. It is a cloud-based customer relationship management that enables you to keep track of everything from leads to customers, prospects, accounts, and more. Zoho CRM lets you easily manage your contacts, leads, and accounts. You can also collaborate with your team members to share information about clients and their activities. It combines the best features of an email client, contact manager, project planner, and CRM software into one single platform that’s easy to use and affordable.

How does Zoho CRM work?

Zoho CRM has three main modules: Sales, Marketing, and Service. Each of these modules can be purchased separately or together as a suite.

Sales module
The Zoho Sales module is designed to help you track leads, manage accounts, and forecast revenue. You can view all your leads by company, status, and contact information. The software also includes built-in email templates that make it easy to respond to customer requests.

Marketing module
The Zoho Marketing module integrates with your email service provider so that you can easily create campaigns and send them out to your contacts. You can measure the success of each campaign by tracking open rates and clickthroughs from emails sent to your contacts list. You can also use the software to create landing pages for campaigns or events hosted on your website.

Service module
The Zoho Service module helps you manage customer support requests within one central dashboard. You don’t have to switch between multiple tools when responding to customer issues or questions.