Why Zoho
Zoho CRM offers a complete set of tools for customer relationship management, including sales, marketing, customer support, and product inventory management, all in one place. Our team ensures a seamless setup, consolidating your platforms into one powerful solution to streamline your processes and save time.
Every business is different, and Zoho CRM is designed to adapt to your unique needs. From custom fields and modules to advanced workflows and automation, we can tailor the platform to match your specific business processes.
Zoho CRM is one of the most cost-effective solutions on the market, with flexible pricing plans that fit businesses of all sizes. It provides significant cost savings for large enterprises compared to incumbents. We’ll help you scale the platform ensuring it meets your enterprise needs.
Zoho CRM integrates effortlessly with hundreds of popular apps, including Microsoft 365, Slack, QuickBooks, and more. We’ll help connect your essential business tools to create a cohesive, integrated system that boosts your productivity and efficiency.
Zoho’s Zia AI helps you make smarter business decisions by providing real-time analytics, predictive sales insights, and automation. Zia analyzes your CRM data and suggests improvements to help you close more deals faster.
Zoho CRM is trusted by over 80 million users globally for its robust security measures and compliance. As Zoho security experts, we implement industry-leading security measures, ensuring your customer data is fully protected, giving you peace of mind while managing sensitive information. salesElement is NIST-800-171 audited each year to ensure we provide our customers with the highest level of security in everything we do.
Let’s Customize Zoho to Fit Your Business
HOW WE HELP YOUR BUSINESS
At salesElement, we empower your business by implementing tailored Zoho CRM solutions that enhance efficiency and streamline processes. Our dedicated team ensures a seamless journey from discovery to deployment, providing ongoing support and training to help you maximize your investment and drive success.
Our Approach
After an initial round of discovery calls, our team will use a Zoho Sandbox to develop, test, and refine your system before moving to production. Throughout the process, we will take steps to ensure data integrity and security. We will then present the final project plan, milestones, and budget for your approval.
We configure workflows, blueprints, and custom code during implementation based on the features identified during discovery. Progress updates are shared through screen-sharing sessions, and critical integrations are completed.
Our team walks through every system detail during testing to ensure your processes flow smoothly. Any bugs and oversights are addressed, and minor adjustments are made. After our internal testing, a subset of your users will beta-test the system and sign off on it with us.
Once the system is approved, we create a custom training manual and schedule sessions based on your preferences. Training is conducted in small groups, typically by function, and recordings are provided for future use. We also offer 1:1 sessions for admins or users needing additional support. If preferred, we can take a ‘train-the-trainer’ approach, equipping your internal trainers to lead the sessions.
Once testing and training are complete, we promote your system to a live production environment. A quiet period follows, during which users adapt to the system and provide feedback. We recommend pausing new customizations during this time to focus on user experience. Based on activity levels, we also offer adoption consulting to encourage engagement and plan for future enhancements.
After your system is live in the Production environment, we remain available to assist as needed. Our support is typically provided on an hourly basis, and we encourage directing end-users to your internal help desk for daily inquiries. For more complex questions or customization requests, your help desk can contact our team, who will review the request, provide estimates, and execute the project as needed.
Integrations
And hundreds more out-of-the box integrations to make your CRM work for you
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