Zoho Setup

Zoho Sales and Marketing Pack - $1499

Setup of the heart of Zoho One, the CRM application, which will get your prospects and customer details out of email, excel spreadsheets and off paper.

Connect your lead generation sources into a single database so that leads are automatically created and that automatic follow up can be triggered.

Proactively reach out to existing customers via surveys or emails to generate repeat and referral business, while maintaining a single view of sales pipeline via reporting.

Initiate Chat sessions with visitors and track visitors and stats, manage your social apps (Facebook, Twitter, LinkedIn, etc.).

Launch email, text message or social campaigns to generate new leads, nurture existing ones and get more repeat and referral business from existing customers.

Integrated Quotes, Sales Orders and Estimates.

Includes setup and configuration for the following apps with customization:

  • Zoho CRM, Campaigns, SalesIQ,  Survey and Social Apps
  • Optional Upgrades*: Zoho Forms, Sign (electronic signatures on documents)

Total Cost-$1599.00

*Optional upgrades are $500 each and will be billed separately.

Select this icon in the box above to view more details about what is included in this package.

Select the “Purchase Now” button to get started. You will immediately receive an email with an overview of the process and the information we will need to get things started.

If you are not ready to proceed with a purchase, but are interested in learning more, please select the option  at the bottom of the page to email us or schedule a phone call to discuss further.

Zoho Sales and Marketing + Revenue and Expense Tracking - $1999

Setup of the heart of Zoho One, the CRM application, which will get your prospects and customer details out of email, excel spreadsheets and off paper.

Connect your lead generation sources into a single database so that leads are automatically created and that automatic follow up can be triggered.  

Proactively reach out to existing customers via surveys or emails to generate repeat and referral business, while maintaining a single view of sales pipeline via reporting.

Initiate Chat sessions with visitors and track visitors and stats, manage your social apps (Facebook, Twitter, LinkedIn, etc.).

Launch email, text message or social campaigns to generate new leads, nurture existing ones and get more repeat and referral business from existing customers.

Integrated Invoice, Quote/Estimate, Sales and Purchase Orders.  Ability to collect online payments, connect bank accounts to track revenue and expenses.   Track available inventory.

Includes setup and configuration for the following apps with customization:

  • Zoho CRM, Campaigns, SalesIQ,  Survey and Social Apps.
  • Zoho Books
  • Optional Upgrades*: Zoho Forms, Sign (electronic signatures on documents), Inventory (for more complex inventory management).

Total Cost-$1999.00

*Optional upgrades are $500 each and will be billed separately.

Select this icon in the box above to view more details about what is included in this package.

Select the “Purchase Now” button to get started. You will immediately receive an email with an overview of the process and the information we will need to get things started.

If you are not ready to proceed with a purchase, but are interested in learning more, please select the option  at the bottom of the page to email us or schedule a phone call to discuss further.

Customized Zoho Setup or Development

Need other apps as part of Zoho setup?  Need enhancements to your current setup?  We can completely customize the scope of a setup based on your needs.

In order for us to better understand your needs, please schedule a phone call with us and we will follow up with a quote.

Questions on Getting Started? Let's Talk!

 

It can be overwhelming figuring out how to get things from where they are today into a completely new system.

We can discuss any questions you have by phone or email.  Select the best option below and we will be happy to talk you through things.

 

Schedule a CallEmail Us