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Businesses use Zoho CRM for a variety of reasons, including the need to grow their operations, enhance productivity, and control expenses. And in the majority of these cases, Zoho CRM is an excellent choice—very it's robust, cost-effective, and provides a plethora of automation options to help optimise your operations.
Yet, while Zoho boasts that their CRM provides one of the fastest implementation experiences in the business CRM industry, it's not unusual for new customers to run into issues during their initial setup.
This is where Zoho Partners like Ltechs come in. If your Zoho CRM experience hasn't been as simple as you'd planned, or if you're now stuck with an overly intricate CRM configuration that's impeding your ability to work efficiently, keep reading.
What are Zoho Partners?
Zoho Partners are the Zoho experts who specialise in integrating Zoho for their clients' businesses and serving as the first point of contact between their clients and Zoho. This often entails system design, implementation, modification, interaction with third-party systems, and general support as Zoho introduces new features and apps.
Zoho's Partner services is divided into many tiers. Ltechs is happy to be one of Zoho's Authorized Partners, a high honour bestowed upon a select set of Zoho Partners who account for a particular percentage of Zoho's yearly income.
When to Work with Zoho Partners
How can you know if Zoho Partners is the best fit for you? Working with an external partner on Zoho CRM projects makes sense in a number of frequent use scenarios. For example, at Ltechs, we frequently come across businesses that:
- Is the business new to the Zoho ecosystem and aren’t familiar with best practices for implementing new business CRM.
- Having started exploring Zoho CRM's free trial, but recognize that they will want further assistance to achieve their goal.
- Are already using Zoho CRM, but realise that they are simply touching the surface of its possibilities for their business.
- Having explored Zoho CRM in the past but failed to gain buy-in from other staff members or can’t find a method to make it work within their company's needs.
In these and other circumstances, having a second set of eyes in the form of a Zoho Partner may assist in evaluating your present configuration and identifying chances to simplify your CRM setup that you may overlook on your own.
For example, at Ltechs, we often begin Zoho CRM contracts with a Business Process Analysis. This allows us to assess the current condition of your Zoho CRM setup and plan a course of action to simplify your system.
How a Zoho Partner Simplify Your CRM?
When migrating from another CRM, such as Salesforce or Hubspot, getting the relevant data into Zoho CRM in the correct format might be difficult. To further complicate matters, Zoho's corporate productivity package includes 45+ separate applications, some of which have overlapping capabilities.
So, how exactly might Zoho Partners assist you in simplifying your Zoho CRM setup? We've discovered that depending on your individual requirements and circumstances, any of the following steps may be appropriate:
- Transferring your data from your previous CRM as cleanly as possible
- Finding the most effective method for data processing and integration with third-party services
- Optimizing the design of your systems
- Ensuring that user permissions are properly configured to secure your data
- Identifying and implementing meaningful automation possibilities
- Understanding how custom development may be leveraged to tackle tough system issues
Zoho Partners Set You Up for Success
Furthermore, when considering Zoho Partners, it is critical to examine their approach to change management. Building a streamlined Zoho CRM deployment is one thing; ensuring your team members are ready to use it is quite another.Although, it may be easy to DIY your Zoho CRM setup, most businesses save time—and, ultimately, money too but by partnering with an experienced partner who can assist them navigate the system.If your existing approach to Zoho CRM is working, you can take basic help from a Zoho Consulting Partner. But, if you find yourself in any of the circumstances discussed above—or just want to benefit from incorporating an expert viewpoint to discover further long-term optimization opportunities—Connect now with Ltechs solution to learn more about our Zoho CRM training and Zoho Implementation Plans.
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