For businesses who need to start winning now
ZOHO CRM Professional or Enterprise
Fast to Live Plan
* This plan does not include working with API's which may be required if you use some other form on your site. Additional charges for this may apply iof there is no existing integration with ZOHO
How this works
Planning Call - (4hrs)
*NB: this assumes that you use 365, GMail or can give us the server details where your email is being hosted and your DNS has not been highly customised
Keep CRM Simple
Following our engagement, we will arrange a Planning Call with you. This is designed to take you through the CRM, and explain the standard processes already baked into the system. At this point we also capture the information we need to configure the system for you, using the native tools within the CRM. These are usually adequate for the most demanding situations. That means we do not include requirements that need coding and development. We can provide this, but at additional cost which we will discuss at the time. We will also ask you to send us examples of the documents and spread sheets you currently use, to make sure we are clear on your needs.
At a fixed affordable price
Configuration (6hrs)
Get your CRM fast today - click here
For most businesses the basics are: having a single location to hold information on clients and people you know (contacts) Capturing leads and nurturing them until they are ready to buy from you Getting your current data (leads, contacts, accounts) into the database Managing the way that these sales are progressed so that you close as many as possible Managing your day to day tasks, meetings, and calls so that you can organise your day more effectively Having an extensive library of reports and dashboards that will tell you what is happening and Integrate with your email - see note below*
What you get
By keeping it simple, we get your ZOHO CRM live fast, so you can generate more business within days . We also focus on delivering results for your business, rather than the latest wiz bang functionality. Keeping it simple and doing the basics right, means we can also deliver a working CRM, at a fixed price that you can afford.
Before Configuration can begin, you will need to have signed up for a paid for version of the CRM and appointed us as your partner. At that point we will configure the system using the information provided by you, and arrange a call with you to ensure that it will deliver what you want. At this point we will also integrate your system with your 365, Gmail or hosted email (see note above) and can also provide a contact and lead form for your web developer in HTML. Please see additional services Web to Lead/Contact forms and notes below* Once you have agreed the system will work for you, we will create and send to you a data template for you to complete with all your data. If you want us to complete this template for you, we can as an additional service - see additional service below
£880.00
Generating more business in days
About the Fast To Live Plan
Data Load and Roll Out
Recommendations
Of course your business is not exactly the same as every other business. So to provide some flexibility we give you five service credits which you can use against additional services you will find in the Successful CRM Store www.successfulcrmstore.online
Where you want additional services and support packages we provide these at a fixed price in our Successful CRM Store
Not only did he know what he was talking about but he was helpful and interested in the system I wanted to build. I suspect he also enjoyed the challenge! As far as I am concerned, I received a five star service Nathalie Banig Kent Creative Live
We are not going to quibble if you need some quick advice on the phone to find the right button or what direction to take. We will be glad to talk to you so call us on. 01622391449
If you have asked us to load the data into the data template (see additional services ) we will send the template for you to check and sign off. We will then load the data as supplied into the CRM system and deliver it back to you ready for use and you are now live At this point a roll out meeting will be arranged to run through the system and your data after which you will be good to go
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About Us
Get your CRM fast today
Traditional approach
Our approach
Nick has supported us for the last four years. He has always been there for us and frequently gone he extra mile to make sure our system keeps delivering for us. We would have no hesitation in recommending his service Hannah Clarke , Membership Manager Property Care Association
On Going Support
You can use these additional services during the implementation e.g., asking us to complete the data template from documents or creating a form in ZOHO Forms which gives your web developer more flexibility (although you will need to sign up for ZOHO Forms). Alternatively you can use these credits in the future
Additional Services worth £250
Nick Bird MA, MDIM
The traditional approach to implementing software was to define a detailed specification for your CRM, which covers everything you may want it to do. It is in the consultants interest to sell as much customisation at this stage as possible, because that is what they charge for. They then go away and develop your system to be "tailored" to your requirements, which may take months before you get anything that works or for you to know your investment has been worthwhile. Often this approach is very technology focused and ends up being overly complex, costs a lot of money and frequently never gets fully used.
"Nicks obvious knowledge of ZOHO shone through and we will definitely call on his services in the future." Claire Fenwick MD Spatial Design
We take a different more practical approach by using the rich functionality of your CRM, that comes "out of the box", instead of reinventing the wheel. We also deliver this using the latest Agile approach. That means instead of having one BIG project, which can take months and a lot of money to deliver,we split this up into a series of small focused ones, that start generating results in days. This approach also means you stay in control and can see that it is working for you before committing to the next project. Fast to Live is the first of these small focused projects.
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