Zoho set up around how your team actually sells.
Zoho CRM, Campaigns, SalesIQ and Marketing Automation configured around how your team actually sells, with data worth trusting and reports people read.
- Typical length
- Six to ten weeks
- Licences
- Bought in your name
- Ends with
- A system in daily use
Why implementations fail
Almost never for technical reasons. Zoho is configurable enough that most requirements can be met. Implementations fail because the pipeline stages were copied from a template, the data went in dirty, the fields were designed for a report somebody wanted rather than for the person entering them, and nobody was trained past the first week.
Six months later the deals live in a spreadsheet again, the CRM holds a version of reality nobody trusts, and the licences are still being paid for. The company then concludes that CRM does not work for their business, which is the most expensive wrong conclusion in this whole group.
So we spend the first fortnight on how your team actually sells. What a real pipeline looks like, where deals genuinely stall, what a salesperson needs on screen when they pick up the phone, and what the person who owns the number wants to see on a Monday. Configuration follows from that.
We work across the Zoho suite because the pieces are worth more connected: CRM for the pipeline, Campaigns for email, SalesIQ for what happens on the website, and Marketing Automation for the sequences. Where you already run something better in one of those slots, we integrate it and leave it alone.
Scope
What is included
Discovery with the sales team
How deals are actually won, where they stall and what gets recorded today. Pipeline stages come out of this conversation. A template with seven stages and no meaning is where most implementations start and stall.
Configuration
Modules, fields, layouts, pipelines, roles and permissions, blueprints and validation. Designed for the person entering data, because a form that is painful is a form that gets skipped.
Data migration
What comes across, what gets archived and what is beyond saving, decided with you. Deduplicated and validated before import, so the first week is not spent losing trust in the data.
Integrations
Website forms, email, telephony, WhatsApp, accounting and the ad platforms, so an enquiry arrives with its source attached and revenue can be traced back to spend.
Automation and alerts
Assignment rules, follow-up reminders, escalation on ignored records and the workflows that remove the administration people quietly avoid.
Reporting and training
Dashboards for sales, for marketing and for whoever owns the number, plus training by role. Documentation written for your admin rather than for us.
How it runs
Weeks one and two
Discovery with the people who sell. Pipeline stages, required fields, roles and reporting needs agreed in writing. We also audit the data you have and tell you honestly what state it is in.
Weeks three to six
Configuration, migration, integrations, automation and dashboards, built in your own tenancy with your admin access intact. You see it working in stages instead of at the end.
Weeks seven to ten
Training by role, a supervised go-live, then tuning once real deals are moving through it. Adoption is checked at thirty days and we act on what that shows.
What you get
- A configured Zoho environment in your own tenancy
- Migrated, deduplicated data with the archive decisions documented
- Integrations to your website, email, telephony and ad platforms
- Dashboards by role, and the automation behind them
- Role-based training and admin documentation
How it is judged
- Adoption: how many deals actually live in the system at thirty days
- Data quality on the fields the reports depend on
- Time from enquiry to first contact
- Revenue traceable to a campaign, without a manual reconciliation
Questions we get asked
How long does a Zoho implementation take?
Do you resell Zoho licences?
What if our data is a mess?
Can you integrate Zoho with what we already run?
What happens after go-live?
Do we need you afterwards?
Next
Tell us how a deal moves today
From first enquiry to closed, including the parts that happen in a spreadsheet or somebody's inbox. That is the discovery conversation, and it tells us most of what the implementation involves.
Related services