ZOHO CRM Implementation

As well as developing your customer-facing creative, XIST2 can help boost your business behind the scenes. As a proud ZOHO CRM Implementation Partner, we’re able to introduce you to a wide range of tools designed to better power your business – including CRM, Workplace, Finance, HR and IT applications.

ZOHO CRM Implementation and Consultancy

Replace your patchwork of applications and paper processes with one integrated system that will help to connect your business activities to increase productivity. With over 60 million users, the growth of Zoho has been entirely down to word of mouth. Did you know that Zoho do not believe in having a sales team? They let the product do the talking, leading customers to become evangelists and spread the word.

ZOHO CRM Implementation

Full Integration

Zoho offers a set of 45+ applications which all interconnect and integrate with third-party applications. Time is money, so instead of spending your valuable time jumping between apps (or even worse, spreadsheets!), why not allow Zoho to seamlessly integrate your sales, marketing, support, HR, accounting and operations data in the click of a button? You will be amazed at the depth of data and reporting Zoho can provide across all aspects of your business. Integrating this data across applications helps to improve business processes so you can operate at optimal efficiency whilst reducing wasted resources, money and time.

Prepare For The Future Business Catalyst
300%
Improvement in lead conversion rates
43%
Revenue increase in per salesperson
27%
Improvement in customer retention
24%
Decreased sales cycles
23%
Decreased sales and marketing costs

Incredible Technology at an Impossible Price

Zoho offer transparent and highly affordable pricing options – making it a top choice for small businesses through to multi-national corporations. Payments can be made on a monthly or yearly basis and Zoho offer the flexibility to change plan or cancel whenever you need to. The best part? No hidden costs. You get what you pay for, and this always turns out to be more than you expected.

Do not be beguiled into thinking that ease of use = lack of functionality. Zoho is highly capable and applications cover the following processes:

  • Sales
  • Marketing
  • Finance
  • Help Desk
  • People and Culture
  • IT
  • BI and Analytics
  • Email and Office
  • Project Management
  • Collaboration

We are proud to be a Certified ZOHO CRM Implementation Partner and would love to discuss the benefits that Zoho Application Suites can bring to your organisation.

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Top ZOHO Applications

Despite all this talk of ZOHO CRM Implementation, ZOHO offer way more (and we’re able to implement and support way more) than just a CRM. Check out a few of the wide range of applications on offer below.

ZOHO CRM

Zoho CRM is an award-winning customer relationship management system which is used by over 250,000 businesses worldwide. Automate routine sales, marketing and support functions that would normally take up your valuable time.

Zoho Crm

ZOHO Projects

Zoho Projects is a cloud-based management software that helps you to plan projects, track work and collaborate with your team no matter where they are. From creating Gantt Charts in the click of a button to setting up task dependencies, Projects is full of useful features.

Zoho Projects

ZOHO Books

Zoho Books is a cloud-based accounting software that is used to process transactions and manage accounts. Don’t be fooled by its ease of use…whilst Zoho Books is straightforward for business owners, it is also full of functionality for accounting professionals.

Zoho Books

ZOHO Desk

Zoho Desk is a web-based help desk software. From managing customer conversations across all channels to building an AI support service, Zoho Desk will allow you to ensure customer satisfaction in all areas of your business.

Zoho Desk

ZOHO WorkDrive

Zoho WorkDrive can help to transform the way your team work together. WorkDrive is a secure online file storage platform that allows your team to share documents and collaborate with each other.

Zoho Workdrive

ZOHO Social

Zoho Social is truly the easiest way to manage your brand on social media. From scheduling posts, to creating drafts for approval and automating custom reports for performance. Do it all in one place with Zoho Social.

Zoho Social

Could you benefit from using all of these apps?

If you think your business could benefit from using all of these apps, you may be more suited to a Zoho One subscription. Whilst you can buy the Zoho apps on their own, Zoho One is a great, affordable option which gives you the capacity to run over 40 apps under one single sign on. This allows you to make the transition from having a mis-matched variety of applications and processes (often known as best of breed), to having an operating system that spans your entire business.

Whilst 40 apps can seem a little overwhelming at first, you will be amazed at how easy they can be integrated with each other. Plus, you don’t have to commit to using every single one of them, you can just use the ones which work for your business. You might be surprised at just how cost-effective a Zoho One subscription can be…

Zoho Benefits

Our ZOHO CRM Implementation Approach

Discovery

Finding the right Zoho solution for you will require a detailed understanding of your goals, everyday business processes and current applications. We don’t want to miss anything, so our specialist Zoho Implementation Consultants will visit you in person to scope the project and match you to the correct applications.

Configuration

Once the project has been fully scoped and the proposal has been accepted, our Consultants will then begin to configure your new Zoho environment. We can save you weeks of time reading tutorials and can even customise your Zoho apps by writing custom functions and creating bespoke workflows/blueprints to best suit your needs.

Training

Whether you’re looking to train up a single Zoho guru, or your entire organisation, we can offer training to help you understand how the software works and best practices going forward. The great thing about Zoho is that it is intuitive and easy to pick up, and our experts Consultants will take your through each app in a simple to understand manner.

FAQs

How much does Zoho cost?

One of the main benefits of Zoho software is its affordability. Zoho is available in a wide range of pricing tiers dependent on how many apps you’re looking to use, and how many users you will need a license for. If you are looking to streamline and integrate your business processes by using a collection of Zoho apps, then Zoho One (45+ applications) is a really great deal and might be the most cost effective option for your business. Whether you’re interested in 1 app or want to join up all your operations with a Zoho One package, get in touch and we can guarantee you will be amazed by the affordability of Zoho in comparison with other software packages.

Can I integrate with third-party applications?

Zoho was built to make your life easier, and the seamless integration with third-party applications is just one example of this. Zoho supports integration with Google suite, Office 365, MailChimp, Ring Central, EventBrite, Zoom, Xero, DocuSign and so many more... You name it, and Zoho most likely has an integration. The amazing thing is, that if (on the rare occasion) Zoho doesn’t have an integration already built in, chances are we can create that connection for you using Flow - Zoho's answer to Zapier.

Which apps are included in Zoho One?

Zoho One contains over 45 of Zoho’s most popular apps - everything you need to run your business including CRM, Projects, Books, People, Desk, Social, Forms, Contracts and so much more... Zoho One allows you to make the transition from a having a mis-matched variety of applications and process, to an operating system that spans your entire business. Zoho One is the #1 way to integrate your sales, marketing, support, HR, accounting and operations.

Where will Zoho store my data?

You can rest easy knowing that your data will be safely stored, as Zoho is renowned for its robust security. Zoho has a network of top class data centres across the globe, including in the USA, Europe, India, China, Japan and Australia. If you need to have your data stored solely within the EU for GDPR compliance, you can simply sign up through www.zoho.eu and your information will only be stored in European data centres.

Can I set up Zoho by myself?

Whilst Zoho receives glowing reviews for its ease of use, this is very dependent on the set up of your account and your appetite for exploration. We would always recommend consulting with a Zoho partner before setting up your accounts. The beauty of Zoho is that everything can be seamlessly integrated to make your life easier - so you’ll want to make sure all of your apps are set up to allow this to work. Equally, Zoho is very customisable. An expert Zoho consultant will be able to evaluate your business processes and configure your entire account to match up with your business operations.

Does Zoho support different currencies and languages?

All Zoho apps allow you to add multiple currencies and exchange rates if you are selling goods/services to customers in different countries. Equally, users can simply change their preferred language within their account set-up, and all fields will be translated, making Zoho the perfect option for businesses operating in more than 1 country.

How do I use Zoho?

As with any software, it can take time to familiarise yourself with Zoho. Luckily, the Zoho apps are simple to use and intuitive so you will pick it up in no time. If you are struggling with using the software or want to learn how to better integrate and optimise your apps, we would be happy to help. Get in touch and we will be able to organise a training session with you.

ZOHO CRM Implementation Partner