Zoho CRM Setup & Implementation Packages
Zoho CRM Setup can be tricky! Our proven methods for setup and implementation are the stepping stone for your migration to a new Zoho CRM environment.
Our work includes:
Design and Planning
Design Implementation
Continual Review Calls
Standard and Custom Integrations
Web Forms
User Security Settings
Process Automation
Email and Mail Merge Templates
Data Import
Custom Reports, Dashboards and Views
User Scenario Based Training
Your Needs
Quick Start
$999
- Design and Process Alignment Session
- Customization of Existing Fields/Modules
- Custom View and Home Page Settings
- Overview Training
Pricing is subject to 1 user for all packages and additional investment is required for 2+ users. Fees to Zoho, Salesforce or other solutions may apply. Pricing plans are available.
Advanced
$1,999
- As "Quick Start" plus
- Customization of Core Modules
- Sales/Marketing Process Alignment
- Configuration of Alderbest Views and Workflow Rules
- Data Import
- User Creation
- Scenario Based Training
Custom
$
- Relevant Items From “Advanced”
- Custom Modules
- Data Work and Import
- User Role and Security
- Web Forms
- Process Automation
- Email and Mail Merge Templates
- Integrations
- Your Needs
