BMI -Zoho Premium Partner

Zoho Customization & Integrations

The trusted name in all things Zoho, BMI is your ultimate Zoho customization and integrations resource. BMI works with you and your team to continuously build towards your desired state, ensuring Zoho does everything you need of it, and perpetually refining your workflows to improve efficiencies. Our Zoho experts take care of everything, so you can focus on the areas you are most needed, driving your business forward. We go beyond the surface to ensure that Zoho's apps are leveraged masterfully to support your specific needs.

Zoho Customization & Integrations -BMI
Zoho One contains more than 40 Apps

What is Zoho Customization and Integration

Zoho customization and integration is the process of seamlessly connecting Zoho apps to meet your specific business needs. From crafting a user interface that mirrors your brand identity to creating custom fields and modules to capture vital data, Zoho customization empowers you to shape your software to perfection. With BMI's Zoho integrations, you're not just using software; you're crafting a digital ecosystem that making your business more efficient, agile, and competitive.

With more than 40 applications, integrating and customizing your Zoho Apps is a journey that requires time, patience, and expertise. Drawing from extensive experience across a diverse range of industries, BMI recognizes that your business operates with its distinct processes, challenges, and needs, all of which demand meticulous consideration. 

Why Choose BMI For Your Zoho Customization and Integration?

With BMI's Zoho experts at your disposal, maximizing the effectiveness of your Zoho suite is a breeze.  Our experts work with your team to determine what your needs are, the priority of execution, and suggestions for improvement, then set to it. It isn't just about making sure your needs are addressed though.  BMI utilizes its expansive business understanding and Zoho expertise to customizing and integrating your Zoho suite in ways that you might not have even thought were possible! 

BMI centers its approach on four fundamental principles: 

saving you time, reducing costs, boosting your company's revenue, and providing peace of mind.

30,000+ Hours
 of Zoho implementation

65+ Industries


$1 Billion+ Revenue
​generated from our expertise

BMI offers entensive expertise to support your Zoho customization and integration
  • Extensive ExpertiseBMI boasts a team of certified Zoho experts, with a collective experience of tens of thousands of hours in configuring and fine-tuning Zoho. We possess a comprehensive grasp of the platform's capabilities and excel at tailoring it to meet unique requirements.
  • Outstanding Customer ServiceBMI's toolbox is equipped with diverse methods to allocate resources precisely where your business needs them most, ensuring that our customer service consistently surpasses your expectations.
  • Cost-Effectiveness: BMI's Zoho customization and Integration services are crafted with a singular goal: maximizing the value derived from your software investment. Through the fine-tuning of your Zoho One setup, we aim to cut down on costs tied to inefficiencies and redundancies, all while keeping our services budget-friendly

  • In-Depth Training: BMI offers extensive training for your team, ensuring they're well-prepared to harness the full potential of Zoho One. After all, the best system is one that your team can readily and skillfully navigate.
  • Inherent Scalability: Your software requirements scale as your business grows. BMI's approach is to plan for the future, ensuring that your Zoho One suite stays flexible and adaptable, ready to accommodate evolving needs and business expansion
  • Powerful AutomationsMuda - waste - is borne of inefficient processes. BMI excels in harnessing the capabilities of your Zoho systems and tools to automate, eliminate, or delegate essential but costly aspects of your business. The outcome empowers your team to concentrate on their most critical responsibilities—those that genuinely enhance the value of your company.
BMI offers  in-depth training to support your Zoho customization and integration

How Does BMI Do Zoho Customization and Integration?

The process has undergone continuous refinement, employing the same steps regardless of your unique situation. It's a method dedicated to uncovering the root issues you aim to address, rather than offering short-term fixes. This approach is about constructing a scalable, efficient, and enduring system.

It's Bickert Management's process of Perpetual Refinement.

Zoho Customization and Integration Process -BMI

The Zoho customization and integration process commences with a deep understanding of the business's requirements, pain points, and chances for enhancement. Solving surface-level issues without delving into the root causes can result in subpar solutions. It's why BMI's cyclical process always starts the same way: with a true identification of the underlying need.

Step 1 - Needs Identification

The process begins when a need surfaces, making itself apparent to either BMI or to our clients. We don't rely on our clients to highlight their needs, BMI takes a proactive approach and constantly seeks to find the next thing to improve, so you don't have to. Whether the need is identified by our clients, or our staff, the process starts with defining the challenge, and which skillsets and expertise should be involved in the solutions development (don't send in the Accounting expertise for HR challenges!)

Step 2 - The '5 Whys?'

Why, why, why, why, why? The well-established Toyota methodology of the 5 Whys is the next step in the process. Like a doctor doing diagnostics, the identification of a need (a symptom, as it were) does not mean that the root cause has been identified. This crucial step is so often skipped, where others apply a remedy to address the need without deep-diving into the cause. BMI forces both our clients and staff to answer the 5 Whys, arriving at the true crux of the need, and beginning solution formulation from there.

Step 3 - Nemawashi

Plan rigorously, execute rapidly. Identification of the core of what needs to be addressed is often exciting, and the desire to fly into action is strong. BMI knows that planning is the foundation upon which execution is laid, and so all options must be considered. To build a system with scalability, efficiency, and longevity at its heart, time must be spent determining which of the multitude of solutions is the best.

Step 4 - Respect

The odd-ball step, and another crucial step that is so often skipped by others, the next (and final) step before implementation is to talk to the stakeholders. In the Toyota Way, this is defined as respect, to take their opinions, feedback, and suggestions into consideration. More importantly, BMI knows that the best solutions are not the ones that solely address managerial concerns; the best solutions are the ones that address the concerns and are widely adopted. Top-down changes without talking to the stakeholders - those affected by the changes - are often met with resistance, hesitation, or overlook factors important to the team. A solution that doesn't have team buy-in isn't actually a solution.

Step 5 - Implement

The plan is set, the team is onboard, let's build the solution! Implementation is the most straightforward step, and the one that most want to rush to right away. By delaying implementation to put all the other factors into place, the solution implemented is far superior to any alternative. This is also the most fun step, as you get to see your Zoho suite take shape, transforming to better suit your needs, and relieve a pain point.

Step 6 - Genchi Genbutsu

The solution is in place, but the process is not over. Known as management by walking around, it is important to take the time to check with the stakeholders how the solution is working. Observing the effects of the solution by talking directly to those impacted provides far more valuable insights and data: data that can be used to better adjust the system, make small tweaks, changes, and improvements. The first implemented version of the solution is never perfect, and multiple iterations based on this real data, use-cases, and feedback will guide all the future versions.

Step 7 - Refinement & Evaluation

Armed with real use-case data and stakeholder feedback, another round of refinement and implementation takes place. In fact, refinement will continue indefinitely until the ROI Evaluation is satisfied. With each iteration, there are diminishing returns, so it is important to actively ensure that the return from further refinements are balanced against the resources required to make the improvement. Where this balance is differs based on many variables, but there is always a point to move on to the next solution, actively making sure that perfection is not the enemy of excellent, nor a blinding goal. Every system will always need further refinement. The secret is to focus on the systems that produce the highest ROI.

(The Informal Step 8)

Lather, Rinse, Repeat! Business is dynamic, people change, markets shift, and solutions open new possibilities. Without fail, the implementation of one solution provides new insight into a new need, and the cycle begins anew. BMI knows that Perpetual Refinement is the difference between a good and great company, and works diligently to always be implementing the next system for you that will make the greatest difference to you, your team, and your company's success.

Certified Expertise

No matter your Zoho needs, we've got you covered.  Don't take our word for it though, take Zoho's.

Zoho CRM Certified Expertise -BMI

Zoho CRM

Convert leads and close 

sales deals faster.

Zoho Books Certified Expertise -BMI

Zoho Books

Powerful financial platform 

for growing businesses.

Zoho Recruit Certified Expertise -BMI

Zoho Recruit

Intuitive recruiting platform built to 

provide hiring solutions.

Zoho Campaign Certified Expertise -BMI

Zoho Campaigns

Create, send, and track targeted email campaigns that drive sales.

Zoho Desk Certified Expertise -BMI

Zoho Desk

Helpdesk software to deliver 

great customer service.

Zoho Analytics Certified Expertise -BMI

Zoho Analytics

Modern self-service BI and 

analytics platform.

Zoho Projects Certified Expertise -BMI

Zoho Projects

Manage, track, collaborate on 

projects with teams.

Zoho Inventory Certified Expertise -BMI

Zoho Inventory

Powerful stock management and inventory control software.

Zoho Creator Certified Expertise -BMI

Zoho Creator

Build customized apps to simplify 

business processes.

Zoho People Certified Expertise -BMI

Zoho People

Organize, automate, and simplify 

your HR processes.

The Proof Is In The Execution

Our methods, combining incredible business management expertise with a vast experience of Zoho implementations, are not just proven to be successful, they're critically acclaimed.  Recognized by Zoho themselves as one of the leading Zoho Partners, you can rest assured that there is no business need or Zoho application that we can't handle.

BMI recognized as Regional Cahmpion by Zoho

Our Unbelievable Résumé of Business Training

Proof of our business management expertise is abundant, but sometimes a world-class name is worth a thousand words.  Here are just some of the exclusive business management schools and teachers Bickert Management's team has studied under on our never-ending quest to master all things business.

FranklinCovey -BMI
Disney Institute -BMI
Nada Academy -BMI
University of Toronto -BMI
Traver Technologies -BMI
World Business Forum -BMI

A Trusted Name

Our list of delighted clients continues to grow, and grow, and grow.

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Kingdom Worx

Isn't it time you started leveraging your software?

Since 2004, BMI has been helping businesses lower their overhead expenses and grow their revenue streams by leveraging technology and management expertise to greatly streamline operations.  With services designed to cater to each clients' unique needs, BMI has the business management and Zoho expertise to assist your company, no matter the size, demographic, industry, or budget.  You can trust that your Zoho ecosystem will be finely tuned to unlock its full potential and drive your business towards lasting success.


If you can name it, we can improve it.

Chat with one of our experts to find out how you can better use your software, how BMI can help you, and just how affordable it all is.