Zoho CRM

Zoho CRM Implementation

Optimizing, Integrating & Setting-Up Zoho CRM from Scratch by Experts

Zoho Implementation Services

Automation, Integration & Implementation

Our expert Zoho CRM customization services help build a powerful sales and customer management tool for streamlining business processes and enhancing customer experience.

24/7 Customer Support

Unparalleled customer support for seamless Zoho automation and adoption across all business verticals.

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Talk with our subject-matter-experts in Zoho CRM consultation for a professional implementation of this versatile system.

Email Support

Feel free to respond via email regarding any queries related to Zoho implementation and CRM adoption for your business.

Zoho CRM Implementation

What’s the key to a successful Zoho CRM Implementation? Hiring an expert that knows the In & Out of Zoho implementation like the back of their hands. And it is TECHMA that is the by-default choice, if your startup or small & mid-size business is located in Quebec, Canada. The process of Zoho integration is carried out in such a manner that it is bound to boost your company’s sales, productivity, revenue, profit margins, inter-departmental coordination, and also enhance customer relationship management. The steps in Zoho CRM integration & implementation are as follows:

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The process begins with initial consultation, understanding your business needs, sales pipeline and company goals for a successful CRM implementation.

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Our experts would identify your unique business needs and thereafter configure a Zoho CRM system from scratch, ensuring it is fully optimized and tailored to your needs.

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We create a special workflow design, by customizing your Zoho CRM that best suits your business process and sales pipeline requirements across the board.

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Then comes the aspect of data migration, which our Zoho CRM consultants carry out in the most precise manner, ensuring smooth transition from the old to the new system.

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Zoho CRM automation requires training & adoption, which is efficiently done with a team of experts that have the knowledge and skills needed to leverage one such system.

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We provide continuous support for all kinds of Zoho CRM customization services that encompass consultation, implementation and training of a company’s workforce.

5 Benefits of Using Zoho

ncreases efficiency and productivity = more revenue

Workflow Automation

ncreases efficiency and productivity = more revenue

Task Management

Reduces errors and simplifies business processes

Contextual Communication

Less busy work for your employees

End-to-End Customer Management

Increases efficiency and productivity = more revenue

Team Management

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CRM Design Services – At TECHMA, we understand your core business processes, review your objectives, outline key customizations, and thereby design a CRM that best suits the unique needs of your company’s sales, marketing, operations and customer support departments.

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Zoho CRM Audit – As a premier Zoho CRM consultant, we conduct a primary technical review, gather vital information, bridge the gaps and thereafter offer core customizations, centered around the key Zoho applications. This helps improve efficiency and drive greater revenue.

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Zoho CRM Setup – With a 100% success rate, we’re the leading Zoho consulting services provider, specializing in CRM implementation & setup, by understanding your core business continuity requirements. It is a seamless process through our in-house team of Zoho implementation experts.

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Zoho CRM Setup – With a 100% success rate, we’re the leading Zoho consulting services provider, specializing in CRM implementation & setup, by understanding your core business continuity requirements. It is a seamless process through our in-house team of Zoho implementation experts.

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Zoho CRM Maintenance – As a Zoho CRM development expert, we possess expertise in routine data updates for ensuring smooth integration and Zoho automation. We also perform periodic data checks that are key to the functioning of this workflow management system, apart from taking care of customer support.

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Zoho CRM Implementation Process -The implementation process is tricky, but as a Zoho CRM partner, we make the process seamless and unhindered through our certified team of Zoho CRM developers and professionals that clearly identify your business goals and integrate all the core business applications into the existing system.

What We Offer

Our tailored Zoho implementation services can help automate the day-to-day activities of your business/company, simply by engaging customers, tracking sales and operations. It is done by integrating Zoho One, Zoho Books, Zoho Forms, Analytics and other core business applications. Let’s look into our offerings.

Outsource your Zoho CRM adoption & setup process with an expert like us that can help implement customized Zoho solutions for your business needs. This is how we help our partners and clients achieve a smooth system adoption and transition.

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Our Zoho consultants help save time and money, by providing the necessary advice needed to professionally implement your Zoho project. This includes choosing the right Zoho applications that perfectly align to your business needs.

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Then comes prioritizing the core applications like Zoho Books, Zoho One, Analytics, Inventory and Zoho CRM for enhanced management of business processes, company’s operational workflow and sales pipeline.

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We help create a detailed project implementation plan, by allocating resources, budget and setting a timeline for the CRM integration. It begins with data migration, thereafter verifying the accuracy after the migration.

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Our CRM experts also help configure and customize Zoho to precisely match with your business workflow needs, as per the industry requirements. This includes customizing fields, workflow and sales reports, with all the statistical figures and data.

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We provide comprehensive training and support to your sales, marketing and customer service team through our Zoho CRM automation experts that train your administrative department through different online sessions and programs.

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Thereafter, we offer full maintenance, by providing regular updates about advanced Zoho features and capabilities. Our bespoke Zoho implementation services in Quebec help automate the daily activities of your business operations, track sales and engage customers.

FAQs

1 What is Zoho CRM?

It is a system that helps combine and ease your sales, marketing, operations, HR and customer support management activities through a single repository. Here, TECHMA can provide valuable insight and support.

2 Who benefits from Zoho CRM integration?

All manufacturing companies, educational institutions, financial services providers, real estate firms, retail chains, logistic companies, entertainment majors, startups and small to midsize businesses.

3 How is a Zoho CRM implemented?

It starts with an initial consultation, followed by a feasibility study, understanding company needs and objectives, thereby roping in the services of premier Zoho CRM system experts like TECHMA that are at the helm of affairs.

4 Do you provide full technical support?

Yes, at TECHMA, we provide complete and continuous support to all our customers and clients that want an uninterrupted maintenance, after a seamless CRM implementation and integration.

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Our Satisfied Customers

It’s great to work with Masdouk and he is committed to solving my problems. I am glad that I found him as I have encountered several disappointments previously.

Linda

CEO, Oui-Click

Outstanding to work with and very knowledgeable. He saved me a LOT of time. Knew what he was doing and how to make things better. I will be using many more times for all future projects.

David Keener

CEO, Premiere Group

It’s great to work with Masdouk and he is committed to solving my problems. I am glad that I found him as I have encountered several disappointments previously.

Jonathan Rennison

CEO, Yellowchair