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

Copyright 2013 - Alderbest Solutions - All Rights Reserved