Coaching your Zoho CRM implementation

When you are implementing Zoho CRM, lots can go wrong. We're here to help keep it going in the right direction.

We don't implement Zoho, and we don't resell it. We help you and your partner make good decisions, so the system serves your business and not the other way around.

What Zoho CRM does well

Your Zoho CRM implementation will come with a whole suite close behind it. Zoho One brings Books, Desk, Campaigns and dozens of other apps under one roof, often at a price that's hard to beat. Blueprint helps you enforce a consistent process, and Deluge scripting means almost anything can be automated.

Where Zoho projects can go wrong

• App sprawl. With so many apps included, it's tempting to switch them all on. Each one needs an owner, a purpose and training.
• Scripts nobody understands. Deluge is powerful, but undocumented custom scripts can leave you stuck when the person who wrote them moves on.
• Process by accident. Blueprint is only as good as the process you design. Automating a broken process just makes it break faster.
• Underestimating the people side. A low licence cost doesn't mean a low-effort project. Your team still needs to be brought along for the journey.

How we help

We're not Zoho specialists, and we don't pretend to be. That's your partner's job. What we bring is years of hands-on experience running CRM projects, and those lessons apply whichever platform you choose.

We'll help you decide which parts of the Zoho suite belong in your first phase, find a partner who builds with long-term maintenance in mind, and make sure your people are ready and willing to use it.

Learn more about what we do, or talk to us about your Zoho project.