IMPLEMENTATION STEPS

With over 20 years’ experience in software design and implementation, we pride ourselves in creating solutions in Zoho using API’s, Custom Functions and Widgets. We have developed 10 exclusive implementation steps, designed to help you decide what your business needs. Contact us for more information or to be kept updated on new Zoho Developments.

STEP 1 – NO MORE DUPLICATE CONTACTS

Duplicate records are challenging and most businesses and software applications face this issue. We are passionate about never duplicating data, so we have developed an exclusive solution called the ‘Find and Add’ widget.

This is one of our most popular widgets, as it helps users to create new Enquires quickly and easily. It makes sure your Enquiries are automatically linked to existing Leads, Contacts and Accounts. If you deal with business clients, it even recognises new employees by matching their email address to your client’s website domain.

It doesn’t matter if your new Enquires are received online or entered by a member of staff. Minimal effort, automated checking and no duplication.

FEATURES

  • No Duplicate Leads or Contacts.
  • Searches your preferred criteria, such as Emails or Mobiles.
  • Matches contact email addresses to client websites.
  • Multiple Enquiries for each Lead, Contact & Account Record.
  • Website Integration.
  • Find and Add Widget for Sales Teams using CRM.
  • Compare Records Widget.
  • Automatic Invoice Creation for Upfront Payments.
  • Automatic Lead Conversion for Accepted Quotes.
  • Sales Enquiry Reports and Dashboards.

STEP 1B – END TO END SALES PROCESS

Do you need your staff to follow a process? Do you need them to update fields, create records, complete checklists and send emails at specific points in a process.

If you answered ‘Yes’ then you need Zoho Blueprints. Blueprints are powerful as they guide your team through your business requirements, ensuring everyone knows what they need to do and making sure steps are never missed.

It’s flexible and dynamic and set up correctly, it can handle every variation in your business process. It can handle all the different scenarios you have to deal with.

Using Blueprints, you can fully automate processes. For example, creating invoices for deposit payments, adding appointments to diaries, creating tasks for individuals or updating records, fields and sending emails can be a click of a button. No more navigating the system, you can manage your entire Sales Pipeline in one place.

FEATURES

  • Advanced Process Management Using Blueprints.
  • Automate Tasks.
  • Automate Field Updates.
  • Automate new Records.
  • Automate Emails.
  • Automate Custom Functions and Webhooks.
  • Force Field Updates by Users.
  • Force Checklist Updates by Users.
  • Control Process Steps.

STEP 1C – CREATING DIGITAL FORMS

Your business may have more opportunities than you realise to create digital forms.

Let’s start with Contact Forms on your website. Scrap the emails, using Zoho Forms your website can be integrated directly to your Enquiries. Using our exclusive Find and Add logic, the Enquiry will automatically be linked to existing Leads, Contacts and Accounts – no more duplication and no data entry.

If you send clients NDA’s, Proposals or Contracts to sign, then Zoho Mail Merge can prepopulate all your PDF’s with the relevant information and automatically send these documents to your clients for digital signatures. Once signed, a copy can be automatically added back in your database as a PDF attachment.

If you create customised quotes but want to close sales and collect payments as quickly as possible, then you will love Zoho. You can send your clients a digital quote, get their digital signature and securely collect their credit card payment in one automated step.

Finally, if your business requires complex application forms, integration to external software or very specific business requirements, then Zoho Creator maybe the perfect solution. Whatever your digital requirements are, Zoho has a host of solutions.

FEATURES

  • Prepopulate Digital Forms for Clients.
  • Use Zoho Sign to Collect Digital Signatures.
  • Form Rules can Hide and Show Specific Questions.
  • Integrate Payment Gateways like Stripe and Paypal.
  • Integrate a PDF of your Form back to your CRM Record.
  • Integrate Form Fields to your CRM.
  • Integrate Forms to your Website.
  • Send Forms to Clients via Email.
  • Never Duplicate Form Information.
  • Merge your CRM Data in Editable Documents.
  • Send Clients PDF’s to Sign with Selected Editable Fields.

START UP

STEP 1

STEP 1 – NO MORE DUPLICATE CONTACTS

Duplicate records are challenging and most businesses and software applications face this issue. We are passionate about never duplicating data, so we have developed an exclusive solution called the ‘Find and Add’ widget.

This is one of our most popular widgets, as it helps users to create new Enquires quickly and easily. It makes sure your Enquiries are automatically linked to existing Leads, Contacts and Accounts. If you deal with business clients, it even recognises new employees by matching their email address to your client’s website domain.

It doesn’t matter if your new Enquires are received online or entered by a member of staff. Minimal effort, automated checking and no duplication.

FEATURES

  • No Duplicate Leads or Contacts.
  • Searches your preferred criteria, such as Emails or Mobiles.
  • Matches contact email addresses to client websites.
  • Multiple Enquiries for each Lead, Contact & Account Record.
  • Website Integration.
  • Find and Add Widget for Sales Teams using CRM.
  • Compare Records Widget.
  • Automatic Invoice Creation for Upfront Payments.
  • Automatic Lead Conversion for Accepted Quotes.
  • Sales Enquiry Reports and Dashboards.

STEP 1B – END TO END SALES PROCESS

Do you need your staff to follow a process? Do you need them to update fields, create records, complete checklists and send emails at specific points in a process.

If you answered ‘Yes’ then you need Zoho Blueprints. Blueprints are powerful as they guide your team through your business requirements, ensuring everyone knows what they need to do and making sure steps are never missed.

It’s flexible and dynamic and set up correctly, it can handle every variation in your business process. It can handle all the different scenarios you have to deal with.

Using Blueprints, you can fully automate processes. For example, creating invoices for deposit payments, adding appointments to diaries, creating tasks for individuals or updating records, fields and sending emails can be a click of a button. No more navigating the system, you can manage your entire Sales Pipeline in one place.

FEATURES

  • Advanced Process Management Using Blueprints.
  • Automate Tasks.
  • Automate Field Updates.
  • Automate new Records.
  • Automate Emails.
  • Automate Custom Functions and Webhooks.
  • Force Field Updates by Users.
  • Force Checklist Updates by Users.
  • Control Process Steps.

STEP 1C – CREATING DIGITAL FORMS

Your business may have more opportunities than you realise to create digital forms.

Let’s start with Contact Forms on your website. Scrap the emails, using Zoho Forms your website can be integrated directly to your Enquiries. Using our exclusive Find and Add logic, the Enquiry will automatically be linked to existing Leads, Contacts and Accounts – no more duplication and no data entry.

If you send clients NDA’s, Proposals or Contracts to sign, then Zoho Mail Merge can prepopulate all your PDF’s with the relevant information and automatically send these documents to your clients for digital signatures. Once signed, a copy can be automatically added back in your database as a PDF attachment.

If you create customised quotes but want to close sales and collect payments as quickly as possible, then you will love Zoho. You can send your clients a digital quote, get their digital signature and securely collect their credit card payment in one automated step.

Finally, if your business requires complex application forms, integration to external software or very specific business requirements, then Zoho Creator maybe the perfect solution. Whatever your digital requirements are, Zoho has a host of solutions.

FEATURES

  • Prepopulate Digital Forms for Clients.
  • Use Zoho Sign to Collect Digital Signatures.
  • Form Rules can Hide and Show Specific Questions.
  • Integrate Payment Gateways like Stripe and Paypal.
  • Integrate a PDF of your Form back to your CRM Record.
  • Integrate Form Fields to your CRM.
  • Integrate Forms to your Website.
  • Send Forms to Clients via Email.
  • Never Duplicate Form Information.
  • Merge your CRM Data in Editable Documents.
  • Send Clients PDF’s to Sign with Selected Editable Fields.

STEP 2

STEP 3

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STEP 9

STEP 10