Zoho Sales Consulting Package
Move the Needle on Your Sales
- Setup your Zoho System with a Sales/Software expert
- Increase Zoho CRM usage/adoption
- Get visibility(reports) into sales performance and targets
- Start using features and processes you were not even aware existed
Major Areas Covered
- Your sales processes from start to finish
- Best practices for Leads, Accounts, Contacts & Deals/Opportunities
- Integration Options: Email, Calendar, Phone(Telephony) and SMS(Texting)
- Website Form saved instantly into your CRM
- Email marketing options
- Tracking marketing
- Tracking sales touches
- Gamification for your sales teams
- Tracking which web pages an individual Lead or Contact has visited and when
- Security
- Automations
How it Works
- Book a 15 or 30 min free consultation
- Purchase a block of hours in order to start
- Once paid before first meeting
- We do an assessment of your setup and data
- Once paid before first meeting
- First meeting is 1.5 hours
- Goal to create a game plan
- Discuss your sales process and current setup
- Execute game plan
- Left over time can be used for any 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, however you can spread this out if you are busy