We are experts at helping smaller organizations get Zoho setup and trained within less than 30 days through a 1:1 approach that is customized to meet your needs. Customized training programs created specifically based on how your business operates and how you use Zoho One. Create simple health assessment surveys and distribute them to your organization via text message or email.
Get alerts when someone in your organization is at risk and a full suite of dashboards and reports to maintain compliance. Recipient of the Small Business Administration's "Small Business of the Year" award in 2018. Over 20 years of experience managing CRM and other business software technologies for small, midsize and large companies.
Get alerts when someone in your organization is at risk and a full suite of dashboards and reports to maintain compliance. Recipient of the Small Business Administration's "Small Business of the Year" award in 2018. Over 20 years of experience managing CRM and other business software technologies for small, midsize and large companies.
Services
As small business owners, we know the value of time and money. Our approach is extremely effective and efficient and we guarantee that our results will provide immediate value. We have expertise is in every area that is critical to the success of any small business or not-for-profit. One size does not fit all.
If you have already made the investment in a CRM, but aren't happy with the results, we can help. A full evaluation of your CRM platform, your processes and procedures and the goals of your business allows us to identify the right plan to move your CRM program forward. We help you identify the right path forward and manage the entire process to implement improvements.
We send a Zoho Meeting and screen sharing link for your calendar and to share with anyone in your business. Anyone can attend. We send out a quick questionnaire to gain insight on your business and exactly what type if Zoho help you need. This ensures we are hyper focused on the day of your session.
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