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The Path to Success

Your business needs will ultimately dictate your path. Here are some of the steps you may take along the way.

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Wanna kick the tires for free?

Sign up for Zoho

One of the best ways to figure out if a product or service will work for you is to give it a try!  Zoho offers free subscriptions to all of their products.  All you need to do is setup an account with your email address, login and go.  Have questions?  Ask away.  We are happy to answer.  When you are ready, check out our consultation services.

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Ready to go but having a hard time figuring out what you need?

Free Zoho Consultation

While Zoho is easy to use, has flexible subscription pricing and many great product features it can sometimes be hard to navigate all of these options and pick the ones that are right for you.  Let us  arrange a time to talk to you about your business, learn how you work and provide you with guidance on how Zoho products can help meet your needs.  We can help you pick the right products, subscription levels and get the best pricing for your budget based on what you really need to run your business.

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Do you have data in another CRM, database or spreadsheet you need to come along?

Migration Services

Unless you are starting a brand new business venture, you have some history and you need that history to come along with you.  We help customers export the data from their old applications, databases and spreadsheets and import it into Zoho.

  • SalesForce
  • HubSpot
  • Zendesk
  • QuickBooks
  • Databases
  • Spreadsheets
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So much to do, so little time to do it in?

Zoho Setup and Configuration

Zoho has a ton of great features to help you be more productive and increase profitability.  However stopping what you are doing to learn how to configure those features and automate your routine tasks isn’t exactly productive or profitable for your business right now.  This is where we come in.  After evaluating your business and prioritizing your needs, we can get you setup, configure, secure and automate your business process quickly all while allowing you to concentrate on doing your day job.

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Does your business or industry need to do things in a certain way?

Custom Applications and Integrations

It would be easy to get going if all businesses and industries worked the same way, but they don’t.  Sometimes you need an application that works for you rather than spending your time trying to make your business fit into someone else’s application.

Zoho has options for both making minor customizations and actually creating custom applications.  The difference here is subtle but the cost can be considerable if you make the wrong decisions.  We can help you figure out exactly what you need to do and what it might cost to make the application work for you and your business process.

There are other times when you must be able to work with other software products.  Zoho respects this and offers a variety of ways to integrate with a wide range of other software products.  We can make sense of those options and provide you a path towards integration.

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If I just started using Zoho, how am I going to show everyone else how to use it?

Zoho Training

You’ve kicked the tires on Zoho and maybe you’ve even used similar applications but how are you going to help your colleagues become experts if your not an expert already.  We can help with that!  We train users on their own systems.

Whether through virtual or on-site training, we will focus on what your user’s need to learn about the software and how it fits into your business process.

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Are you done kicking the tires and ready to start talking about what it will take to get you up and running?

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