BMI - Zoho Certified Premium Partner

BMI is a Zoho Certified Premium Partner

BMI is proud to be recognized as a Zoho Certified Premium Partner. This prestigious certification reflects our commitment to excellence, ongoing training, and expertise in implementing and optimizing Zoho CRM implementation solution. When you choose BMI, you choose a partner dedicated to your success.

Why Business Needs Zoho CRM Implementation Solution?

Did you know that up to 80% of CRM projects fail? But why do they fail, and how can you avoid becoming another statistic? Here are some common pitfalls businesses face and why Zoho CRM Implementation Solutions are essential:

Challenges in technological implementation

Insufficient strategic planning preceding the project

Deficiency in organizational readiness and integration

Lack of training and support for staff adoption

Ineffective project management and oversight

Inability to translate business objectives into measurable outcomes

That's Where We Come in – Why Choose BMI?

30,000+
Hours of Zoho implementation

70+
Industries served

$1 Billion+
Revenue generated from our expertise

Extensive Expertise: As Zoho Premium Partner, our team consists of certified Zoho experts who bring tens of thousands of hours of experience in configuring and implementing Zoho CRM.

Powerful Automations: Muda – waste – is borne of inefficient processes. BMI excels in leveraging your Zoho One systems and tools to automate, eliminate, or delegate those parts of your business that are necessary, but costly.

Business Objectives Focused: Unlike other Zoho partners, we understand your CRM isn't just a tool – it's a means to achieve business goals. We prioritize aligning your CRM implementation with specific objectives for measurable success.

Learn How BMI Can Work For You

Zoho CRM Implementation Process Mapping

Collaborative sessions with your key stakeholders to map out your entire sales lifecycle.
Development of a comprehensive process map within Zoho CRM, providing visibility into each stage of the process.
Identification and resolution of potential challenges upfront to avoid dead ends.

What’s included in Zoho CRM implementation?

Customizable 15-stage sales pipeline tracking up to 100 data points.

Up to 20 sales email templates (copywriting not included).

SMTP integration for seamless internal communication.

Up to 5 user roles with flexible data sharing access levels.

Up to 10 bespoke automations to streamline tasks.

Up to 20 custom reports aligned to your sales process.

Integration with Zoho apps: Forms, Mail, Sign, Surveys, Finance, Analytics, Campaigns, SalesIQ.

Comprehensive video training provision for all users.

What BMI Can Do For You?

Regardless of the complexity or scope of your Zoho requirements, our comprehensive solutions are designed to meet and exceed your expectations.

🔧 Zoho CRM Implementation

⚙️ Zoho CRM Customization

🔁 Zoho CRM Workflow Automation

🧩 Application & Zoho CRM Integration

📂 Zoho CRM Data Migration

🎓 Zoho CRM Support & Training

Book A Free Consultation Now

Our Certifications

Survey

CRM

Books

Campaigns

Expense

Billing

Projects

Inventory

Sign

Marketing Automation

Mail

Social

Vault

People

Desk

Analytics

Recruit

Bigin

Sprints

Assist

Our Zoho Expertise

At BMI, our team of experts is dedicated to providing comprehensive solutions that cover every aspect of your business operations. Our experts are equipped with the knowledge and skills to address all aspects of your business needs. With BMI, you can trust that our expertise spans across a wide spectrum, ensuring a holistic approach to enhance efficiency, productivity, and overall business success.

CRM Automation

Marketing Automation & Drip Campaigns

Customer Support Management

Accounting & Invoicing

Report & Analytics

Document Management & E-sign

Inventory Management

Project Management

Connect with Zoho Experts

Don't Take Our Word, Take Zoho's

BMI is honored to be recognized as Zoho Regional Champion. This distinction reflects our commitment to excellence, ongoing training and certified expertise in implementing and optimizing Zoho solutions. When you choose BMI, you choose a partner endorsed by Zoho for outstanding capabilities.

Start Leveraging Your Zoho Suite

Ajid B.

We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

Sham

I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

Laura T.

Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

Diana N.

After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

Left Brain Pro

The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.

Angela M.

I was so glad to find Michael and his team to help me set up my business email, cloud storage and work drive. From the initial interaction to the final completion of the project they were a delight to work with. They got on an initial call with me to understand my needs and make a plan with me, then one of their experts worked with me to execute. I had some questions along the way and they were happy to answer them even after they had me set up. I never felt rushed or like I was just a number. Their team is very responsive and professional and they know their stuff! It was so nice to have their expertise to help me with what was going to be a difficult task if I had to do it on my own.

Stuart W.

The Bickert team have been amazing to work with! They're very detailed orientated, communicative and are very knowledgeable. Specific shoutout to Kevin and Eric both of whom I've enjoyed working with immensely. We'll be using their services well into the future, I'd recommend anyone looking for high quality to work with them.

Tim E.

We hired the Bickert team to assist us with implementing the Zoho Recruit module (HR software). The team did an excellent job of listening to our requirements and refining the configuration based on our testing. Communications were excellent and the team was very quick to respond to our feedback. An excellent experience and a group I definitely recommend.

Denise R.

We worked with the Bickert Management team on a relatively small but unusual and super important project. They were flexible in service of our needs, and incredibly responsive unlike other tech support consultants we've used in the past; very prompt to respond and address our questions. We're already working with and reaping the benefits of what they created for us. When I say it was a real pleasure working with Jason and Michael, I mean it!

AED Advantage Sales Ltd.

We have very much enjoyed working with the Bickert team. They listen to our concerns and do everything they can to make our goals a reality. I would recommend Bickert to other businesses looking to streamline operations and increase efficiencies. Thank you Bickert team!

D P

BMI has been essential in the progress of setting up the internal structure of our computer systems within Zoho. This is and has been an evolving situation, and they have been able to adapt and get the results that we desire. They have exceeded my expectations. They have always been courteous, quick and responsive. We could not ask for a better partnership.

Kari M.

Having Bickert available in 2021 and 2022 to provide us with Zoho Support has been invaluable! Any time we have technical questions our dedicated contact person there can help us figure things out quickly. This saves me a lot of time and headaches to know I have an expert available. He's also able to explain things in a way that I can understand and learn from. Thank you to Bickert for providing a great service!

Mike M.

BMI has been great to work with. Their team is prompt and always follows up to ensure expectations are met. They helped me to integrate Zoho with my SAAS. I'll definitely use them in the future.

Nitzan H.

Everyone we've been in contact with at BMI has been extremely forthcoming and open to our questions and wishes. Clear communication and thinking actively with us to to find a way (both financially and expectation wise) to start a healthy collaboration. The team clearly understand the in's & out's of the products they are working with and we are looking forward to a long lasting working relationship.

Preston H.

I found BMI on Upwork and the experience has been amazing! They've been able to save me so much time & money with their extensive knowledge of the ZOHO platform and automations. Thank you!!

Mike S.

Great communication and great results on the Zoho forms/desk project they worked on for us. Will be doing more work with BMI!!

Fred L.

Extremely professional organization consumed with pleasing its clients.

Ashley L.

Great team, rapid response, fantastic experience!

Transform Your Sales Process with Expert Zoho CRM Implementation