Zoho CRM Implementation Solution
Zoho CRM Implementation Solution
At BMI, we specialize in tailoring Zoho CRM to fit your unique sales process. Our expert team will work closely with your key stakeholders to map out every step of your sales lifecycle, ensuring seamless integration and optimization. Whether you're a mid-sized enterprise or a growing startup, our Zoho CRM Implementation services will propel your sales process to new heights.
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?
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: Most importantly, unlike other Zoho partners, we understand that your CRM isn't just a tool - it's a means to achieve your business goals. That's why we prioritize aligning your CRM implementation with your specific objectives, ensuring tangible results that drive success
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?
What's included in Zoho CRM implementation?
- Creation of a customizable 15-stage sales pipeline, capable of tracking up to 100 data points. Seamless conversion of prospects into contacts, accounts, and deals.
- Development of up to 20 sales email templates (copywriting not included).
- Assistance with SMTP integration for seamless email communication within the CRM.
- Configuration of up to 5 roles with varying levels of data sharing access.
- Implementation of up to 10 bespoke automations to streamline tasks.
- Generation of up to 20 custom reports tailored to your sales process.
- Integration with various Zoho apps including Forms, Mail, Sign, Surveys, Finance suite, Analytics, Campaigns, and SalesIQ.
- Provision of comprehensive video training 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.
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
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.
Our Certifications
Zoho Survey
Zoho Expense
Zoho Billing
Zoho Sign
Zoho Social
Zoho Marketing
Zoho Projects
Zoho Books
Zoho Inventory
Zoho CRM
Zoho Campaign
Zoho Sprints
Zoho Bigin
Zoho Vault
Zoho People
Zoho Recruit
Zoho Analytics
Zoho Desk
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Zoho Assist
Testimonials
Clients love us, and our list of delighted clients keeps on growing.
