5 Things to Consider When Choosing a Zoho Implementation Partner
Choosing the right Zoho implementation partner is one of the most important decisions you can make in your business. Itâs not just about finding someone who has experience with Zoho, itâs about finding someone who knows how to implement it correctly and understands your business.
In this post, weâll look at what makes a good Zoho implementation partner so that you can choose one that's right for you.
What does a Zoho implementation partner do?
A Zoho CRM partner helps businesses implement the right solution for their needs. It all starts with communication and developing an understanding of your business processes. From there, your Zoho implementation specialist in Sydney, or elsewhere, can begin recommending products.
Naturally, Zoho implementation specialists are thoroughly trained and highly skilled in the development, customisation and implementation of all Zoho systems such as Zoho CRM, Zoho Books and all apps in the Zoho One suite.
But understanding the technical side of software and understanding business are two different things. Thatâs why your Zoho consultant should be skilled in identifying broken business processes and mapping them out. This is the only way to ensure you get the right solutions for your needs.
1.     A strong understanding of correct Zoho implementation procedures
A good Zoho implementation partner should have a deep understanding of the correct Zoho implementation procedures. They should know how to use the tools in the right way, and they should be able to assist you with business process discovery. They also need to understand how your business works so that they can help you achieve your goals through the implementation process.
For example, our Zoho experts work within the Zoho ecosystem every day. Weâre fully trained and accredited to provide professional Zoho implementation services. So, you know that youâre in safe hands. If your Zoho specialist doesnât know how to customise and adapt the tools to your individual needs, then itâs probably time to shop around for a new provider.
2.     They should clearly understand business processes
Technical proficiency is one thing, but software solutions are all about the problems they solve. Itâs no good installing a piece of software if it doesnât directly address your needs. Ideally, your Zoho implementation specialist in Australia will schedule a process discovery session. This is where all of your key business processes are identified and analysed to find opportunities for efficiency. A good Zoho implementation partner will be able to help you define and understand the relationship between your business processes so that they can be mapped to IT systems.
In addition, a Zoho implementation partner must have experience with different types of businesses, as each industry has its own unique set of challenges when it comes to implementing technology solutions. The solution that works for a bar and restaurant may be completely different to the solution required for an e-Commerce business, for example.
3.     Are they a certified Zoho implementation partner?
Zoho provides certification for its solution providers through an extensive process that ensures that they have the right skills and experience required to deliver on their promises. Certification also helps ensure credibility and reputation within the Zoho partner network, which includes over 500 certified partners in more than 150 countries around the world.
So, with that many qualified and endorsed Zoho partners around the globe, it makes absolutely no sense to choose a non-certified provider. To achieve Zoho certification, partners need to demonstrate not just the technical skills required to work with Zoho systems. They also need to prove they can identify problem areas, assign the right solutions, and also provide ongoing support where required.
It's a long process, and with good reason. Outsourcing your Zoho development needs to an inexperienced developer is likely to cause you far more headaches than it provides solutions.
4.     Do they offer extensive consultation?
Consultation is an important part of the implementation process. It can help you understand your business processes, goals and objectives, budget and timeline. It also helps your implementation specialist understand these things. Zoho Implementation Partners who offer extensive consultation are more likely to ensure that all of these factors are taken into account when working with you on a Zoho implementation project.
Thorough consultation ensures everybody is on the same page, working together towards the same goals. But itâs not just a single meeting at the start of the project. Your Zoho expert should be providing you with regular updates along the way. You should also be involved in testing, to ensure everything works in line with your expectations.
5.     Do they offer training and support?
Training and support are important, especially when you're dealing with something as complicated as a new software package. If your staff don't know how to use the system, it won't be effective for your business.
Reputable Zoho implantation specialists should offer two key things in this area. Firstly, dedicated training for your admin users who will take control of the system once it goes live. Your other staff should also receive user-specific training on how to use the system for their particular role.
 Ongoing support is also important in case of any issues with the system or if your staff need help to learn how to use it correctly. Your admin users can handle minor issues, but they may need a point of escalation for more complex problems. Your certified Zoho partner should provide this on an ongoing basis.
Looking for a reliable Zoho implementation specialist?
Whether youâre in Melbourne, Sydney, Brisbane or any other part of the world, weâre here to help with all your Zoho needs. We specialise in identifying broken business processes and finding the right solutions. Our skilled Zoho developers can build, customise and implement systems aligned directly with your business goals, ensuring you get real value for money.
If youâd like to find out how we can help streamline your business processes and free up your staff for less mundane admin work, weâd love to hear from you. Contact us today to find out more.
















