Get started the Alderbest way and let us give you the key to our Zoho CRM Setup Guide & Toolkit
Getting started with Zoho CRM or doing a Zoho CRM Project can be daunting. In this Zoho CRM Setup Guide we’ll walk you through the foundation for success.
What you’ll get:
- The 10 step Zoho CRM guide we use for every client
- A downloadable copy of the files we use for managing Zoho CRM Projects
- A Zoho CRM “Tips and Tricks” guide
- A foundation for avoiding costly mistakes
- Much more!
We want to learn about what you do, where you are with your Zoho journey and objectives.
We help people like you on a consultative level, project basis and/or provide ongoing support, maintenance and training. Over 10 years we’ve earned Zohos trust as a certified solutions provider. We would be delighted to earn your trust as an integrated partner.
Zoho CRM Demo
Are you at the start of your Zoho journey or maybe experiencing what we hear a lot; “We don’t know what we don’t know”?
With over 50 feature rich apps there’s a lot of possibilities and this can be exciting…and a little daunting.
We’d be more than happy to walk you through a Zoho CRM demo leveraging a few of the Zoho One apps and features we commonly deploy and know can make a huge difference in helping you get and keep customers.
Zoho Design & Planning Service
We offer this standalone service when it’s desirable to undertake a dedicated Zoho Discovery Service. We take time to flush out the requirements while exploring the different options available to you before mapping out the recommendations for how to proceed with your project.
Zoho CRM Review, Audit and Reverse Demo
For existing Zoho users we offer the opportunity to take a comprehensive dive into your technical configurations and use. We’ll make a series of recommendations that will help you take strides towards optimization, reaching known objectives and eradicating pain points.
We offer a number of add-ons including data review, documentation and a reverse demo outlining any proposed changes.
Zoho CRM Setup, Implementation and Projects
If you’re starting new with Zoho CRM, adding new Zoho features into your environment and/or undertaking other projects with Zoho we can help. Our preference is to work to an agreed scope of work to help you achieve realistic objectives in an agreed time frame and budget.
Zoho Maintenance, Zoho Support and Zoho Training
We’re here for the long haul and want to be your trusted Zoho partner to help with ongoing needs as they arise. We offer different engagements on an “as needed” basis or a managed service where we fulfill agreed tasks.