Get and Nurture Leads

Zoho SalesIQ

Uncover Hidden Opportunity In Your Website Traffic

You may have Google Analytics to see who has visited your website today, this week or this month - but do you have the ability to see who is on your website throughout the day and engage them proactively? Maybe you do - but does that information seamlessly feed into your CRM system to rate and target your prospects based on their interest in your products?  With SalesIQ you can.  Included.

Engage and Attract More Business Through Social Media

Do you use a system that manages your social media presence?  Maybe you don't yet and should.  Or maybe you do, but does that system tie directly to your CRM to add new leads and contacts on the fly, post new content, monitor engagement and customer interaction within one interface?  With Zoho Social, you can connect multiple brands of Instagram, LinkedIn, Google +, Facebook and Twitter - and gain analytical insight into your brand strength and overall social customer engagement.  Included.

Zoho Social

Zoho Campaigns

Be Top of Mind Through Email Drip Campaigns

Think Mailchimp or Constant Contact.  You've probably been the recipient of automated emails from companies that you showed interest in. How would you like to easily create targeted messages aimed at prospects and / or customers to drive traffic to your products and services?  With Zoho Campaigns you can - and have that information again tied directly to your Zoho CRM platform to gain a better understanding of your prospects / customers / client interest.  With the analytics, you can see who clicked what and from where.  Included.

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Turn Leads Into Deals

Zoho CRM

Close More Sales Through Better Sales Management

Would you like a system that gives you complete 360 degree view of your sales cycle?  Get leads from your website fed into your system, set tasks, track phone calls and emails with your customers, produce and send quotes with products as well as automate many of the processes you have - all from within one system.   Combine that with a phone system like Aircall and watch out!  Included.

Allow People to Book Time on Your Calendar

Think Calendly or Acuity Scheduling.  Zoho Bookings allows you to set up appointment types for yourself and your team as well as resources.  You can even collect payments from the people.  This is, of course, connected to your CRM and Calendar apps.  Included.

Zoho Bookings

Zoho Meetings

Conduct Online Meetings + Webinars

Think Zoom.  Zoho Meeting allows you to schedule and conduct online meetings and / or webinars that can be easily recorded.  Typical features are included such as video, dial in, computer audio as well as chat functionality.  And it goes without saying that this is seamlessly integrated with your CRM - easily invite someone through their CRM record.  Included.

Be More Efficient with Electronic Signatures

Think Docusign or EchoSign.  Zoho Sign is a fully integrated electronic signature app that allows you to not only use on its own, but when coupled with your CRM, you will be able to create merge documents / contracts with information from your CRM - and send that for electronic signature.  Then when the person signs it, you can have automation triggered to send off an invoice automatically.  Included.

Zoho Sign

Fulfill What You Sold

Zoho Projects

Be More Efficient With Internal / External Projects

Do you run projects for your customers or internal?  For external projects, what if you had a platform you could access anywhere that allowed you to measure milestones, tasks, subtasks, time tracking, documents, collaboration with not only internal team members, but external team members via a portal?  With Zoho Projects you get that and more - and not to mention, it is tied to Zoho CRM - imagine having a deal close and delivery fully managed through the connected project record.  Included.

Manage Agile Projects

Maybe you manage projects with agile methodologies - where you have sprints and epochs.  Zoho Sprints will be able to help you stay on top of those projects as well.  This can be integrated with Zoho Projects and Zoho CRM as well.

Zoho Sprints

Zoho WorkDrive

Internally and Externally Manage Files

Think Dropbox or Box.com.  Zoho Workdrive is a comprehensive file organization and storage system that can allow for permissions based access for both people inside your company as well as your customers.  This can easily be embedded into Zoho CRM for seamless access throughout your customer experience.  Included.

Get Paid - Manage Your Finances

Zoho Books

Seamless Connected Accounting

Maybe you use Quickbooks because that is what everyone uses.  We get you.  Now imagine, creating an estimate from your CRM, sending an invoice, getting paid online and having it all integrated?  Do you have a subscription based service or product?  It can do that as well.  Do you want to manage inventory or use Shopify for online eCommerce?  Yep.  It can do it as well.  Oh, and it can manage your income and expenses with full reporting and sharing with your accountant...wow.  Included.

Automate Your Revenue by Offering Subscriptions

Have a recurring element of your business?  Maybe you do not currently, but would like to add it.  Zoho Subscriptions allows you to easily set up subscriptions for your customers.  You can set up simple subscriptions with whatever intervals you like as well as offer add-ons.  All transactions are automatically tied to the customer record in the CRM - surprise, surprise.  Included.

Zoho Subscriptions

Zoho Expenses

Manage Your Expenses

Think Expensify.  With Zoho Expense you can easily track expenses via your computer or mobile device.  Do you log mileage?  Then you will like the simplicity of tapping start on your mobile and it will track, via GPS, your miles and automatically apply the mileage rate.  Would you like to take a picture of your receipt and have it automatically know the expense and pull out the details via OCR?  Yep, it has it.  If you manage projects with expenses, you can easily associate expenses directly to projects.  Included.

Customer Service / Surveys

Zoho Desk

Show You're The Best Through Top Notch Customer Service

Think ZenDesk.  How would you like to provide your customers a portal where they can submit tickets or chat via your website directly regarding questions or issues they have - allowing direct oversight of the issue resolution (and / or answer) with escalation and tracking - while providing your customer updates along the way.  With Desk you get a fully functional 360 degree view of your customer service engagement which by itself could be offered by companies for the price of the entire One package.  Included.

Net Promoter Scoring and Surveys

Ask your customers what they thought of the process so you can assess areas to improve.  Easy to use drag and drop functionality but also very capable product.  Integrates seamlessly with Zoho CRM.  Included.

Zoho Survey

All Integrated?  YES.  All for one price?  YEP.  As low as $37/mo.

​It is a powerful set of tools that can help you catapult your business - but it doesn't have to be overwhelming.  We are here to help you identify where you can start getting the most of this system.  We recommend taking a phased approach to starting.  We will work with you to identify how we can ease into using these tools to maximize your business as quickly as possible.  We will help migrate your data from wherever it resides now (spreadsheets, Outlook, etc.), help you set up Zoho and train for best usage. 

Schedule a quick 30 minute one on one session with an expert today - trust us, it will save you time in the future.
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Savings?  How Much Could You Save?

Companies today use so many different systems to run their business. 

We hear it all the time...wait, we don't need to pay for Slack?  We don't need to pay for Asana?  We don't need to pay for Docusign?  We don't need to pay for Quickbooks?  We don't need to pay for Trello?  We don't need to pay for Dropbox?  We don't need to pay for Mailchimp / Constant Contact / etc?  We don't need to pay for Survey Monkey?  We don't need to pay for Hootsuite for social media?  We don't need to pay for ZenDesk?  We don't need to pay for Zapier?

Yes, once people see what they can do, fully integrated, it's a no brainer.  How much could you save?

* Based on spend and lost productivity using inefficient systems.  Results vary by company.  You may benefit much more.

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We want you to succeed.  This free forty page document will help you start visualizing how Zoho could transform your business starting today.

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