Zoho Sales Consulting Package
Move the Needle on Your Sales
- Have your Zoho System setup by a Sales & Software expert.
- Increase Zoho CRM usage / adoption.
- Have the reports you need
- Start use features and processes you were not aware existed.
Some Major Areas Covered
- Your sales process from start to finish
- How Lead, Accounts, Contacts & Deals/Opportunities work together
- Various ways to track source of leads and or campaigns
- Reports on each webpage individual prospects visits
- Phone and SMS(Text) integration options
- Gamification for your sales teams
- Marketing options
- Website Form saved into CRM instantly
- and more depending on our discussions.
Setup Includes
- Lead, Contact, Account, Deals modules
- Reporting
- Pipeline
- Lead Sources
- Security
- LinkedIn links
- Sales IQ
- and much more
How it Works
- You pay for service
- You fill out sales/marketing questionnaire before meeting
- 1.5 hr meeting to start
- We discuss your sales process and current setup
- We setup your system
- 1.5 hr training meeting
- If time is left over it can be used for any kind of consulting or service we offer for up to a year.
Timeline
- 10 to 20 hours depending on scope
- Duration a week or two depending on your availability