Untitled

Choosing the right Zoho implementation partner is one of the most important decisions you can make in your business. It’s not just about finding someone who has experience with Zoho, it’s about finding someone who knows how to implement it correctly and understands your business.

In this post, we’ll 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. That’s 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. We’re fully trained and accredited to provide professional Zoho implementation services. So, you know that you’re in safe hands. If your Zoho specialist doesn’t know how to customise and adapt the tools to your individual needs, then it’s 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. It’s no good installing a piece of software if it doesn’t 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 it’s 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 you’re in Melbourne, Sydney, Brisbane or any other part of the world, we’re 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 you’d like to find out how we can help streamline your business processes and free up your staff for less mundane admin work, we’d love to hear from you. Contact us today to find out more.

As a Zoho Creator administrator or developer, you need to create user accounts to manage access to the system. If your organization has a large number of users who need access to Zoho Creator, you can create customer portal users and developer accounts. But of course, you need to know the key differences between these account types. Developers and administrators always have a higher level of access than the end-user, because they perform a completely different set of tasks while working with the software.

As your trusted Zoho implementation partner, we decided it was best to clear up any confusion. So, here is everything you need to know about Zoho Customer Portal user accounts vs developer accounts.

What is a Customer Portal User?

Customer portal users are your end users, who will be accessing your app. Of course, the user depends on the type of app or software tool you’ve developed. If we’re talking about an app for your customers, then the end-user is the customer. However, if it’s an internal app, for example, a time-tracking tool, your user accounts will be held by your employees.

Generally, users can add new records, edit existing ones and view data in the customer portal. They can’t alter the actual function of the app at all. Rather, they can use the app for its intended purpose. For customers that could be to place orders or contact your business. For employees, it could be creating a new time record or viewing their weekly time records in a report.

What do Customer Portal users typically use the software for?

Again, this depends on the app or software tool itself. There is really no limit to the types of apps and systems you can create for your customers and employees. But, as mentioned above, user access is generally the lowest level of access. It means users can manage their own accounts or records, but can’t access anybody else’s information.

With that being said, if the tool itself is designed for collaboration, users may also be able to share information through the portal.

How to create a Customer Portal User in Zoho Creator

To create a customer portal user, you need to:

·        Go to the User Management page and click on the Add New User button.

·        Enter the username and password for your customer portal user (these credentials will be used by the customer to log in). You can also enable two-factor authentication if required.

·        Enter an email address for this user so they can receive emails related to their account status or any other important information about their usage.

After completing these steps successfully, click on the Create button at the bottom right corner of pop-up window, and you’re done.

What is a Developer Account?

Developer accounts are for developers who want to create custom apps or add-ons for their customers. They have full access to the application and can create, modify, and delete objects in Zoho Creator. They can also add and remove users from the Developer account. Basically, it’s a higher level of access because a Zoho Creator developer is trusted to perform a wider range of duties within the system.

Why do you need Developer Accounts in Zoho Creator?

It’s important for developers and Zohoimplementation partners to have a higher level of access to Zoho Creator. This is mostly because they are skilled in developing apps, as well as editing and modifying apps. Developers may be an external company building software on your behalf, or it could be an in-house team of professionals you hire to build systems and apps for you.

Developers can:

·        Create, edit and delete user accounts.

·        Manage users' access to various modules and features.

·        Manage user roles.

·        Manage user permissions (create, update or delete).

·        Create and edit new apps

How to create a Developer Account in Zoho Creator

It’s quite easy to create a developer account, provided you have the appropriate permissions to do so. Usually, only an administrator or another developer can create developer accounts.

To create a developer account:

Visit the 'Admin' tab and click on 'Add Developer.' You can also access this option by clicking on the Add Developer option in the Zoho Creator menu. Once you are done with creating your developer account, it will be shown as an option under your name in the top left corner of your screen.

Do you need experienced Zoho Creator developers?

If your business systems aren’t doing what they need to, or your work processes are clunky and ineffective, it’s time to speak to a Zoho implementation specialist. Why, you ask? Because an experienced and trusted Zoho implementation specialist in Australia has the skills necessary to identify issues with business processes and provide solutions that genuinely work. 

Here’s what you need to know about Zoho implementation, and how it can help your business. 

What is Zoho?

Zoho is a large suite of business software and apps designed to make running your business easier. In the entire Zoho One package, you have access to heaps of apps that you can use to run your entire business. One of the key components is Zoho CRM, which when implemented correctly can set your business up with automation, workflows and of course, provide your staff members with easy access to all of the customer information they need in their daily jib.

But there’s so much more than just a CRM. Zoho also offers apps for communication, collaboration, sales, marketing, customer support, telephony, finance, security and so much more. Basically, when you run a business with Zoho, you barely need any other software, especially because all of Zoho’s products easily integrate with each other.

The benefits of Zoho implementation

When we talk about Zoho implementation, we mean the act of not just installing software, but setting it up properly and customising it to suit your business needs. This is why so many companies choose to work with a certified Zoho implementation partner – to ensure they get the maximum benefit from their business tools.

So, let’s look at some of the benefits of Zoho implementation.

Software integrations

One of the most important parts of the Zoho suite of business apps is the ability to link with other third-party software. We’ve already touched on the fact that all Zoho apps link together seamlessly. But what if you’ve always used Xero as your accounting package, for example?

It might be simply too challenging to switch over to Zoho Books when your finance team already uses Xero, so what do you do? Easy, with Zoho and Xero integration, you can ensure that all financial data and transactions are synced with your existing finance software.

Zoho can be integrated with numerous popular business tools, so even though Zoho One gives you everything you need to run a business effectively, if there is other software you prefer for certain tasks, you can still make sure your systems talk to each other.

 Automated workflows

With great implementation and software integration, Zoho can massively streamline your business processes. A workflow is essentially a set of steps that are followed in certain circumstances. You can think of it as a guide, and it does work somewhat like that in the sense that team members begin to do work in a consistent way by following workflows.

However, the real key to workflows is automation. With automation, you remove some of the mundane, repetitive tasks that humans simply aren’t good at, putting these jobs in the hands of your software. For example, let’s say a customer places an order through your website after hours. If everything was manual, a staff member would look at the order in the morning, process payments, and send information to the warehouse for shipping and delivery, while also sending confirmation emails to the customer.

With an automated workflow utilising Zoho CRM and other apps, confirmation emails can be automated, payment info can be sent directly to your accounting program, order details are sent to your warehouse directly, and the entire process becomes seamless. Plus, you’re providing service to customers 24/7, regardless of when they place an order.

This is only one example of the almost limitless workflows you can create with quality Zoho implementation.

 Better customer support

Zoho CRM, in particular, is a popular business tool. CRM stands for Customer Relationship Management software, and it is exactly as the name suggests. It’s a place where all customer data can be kept in one place, making it much easier for your sales and support teams to access the info they need at the touch of a button.

For example, using Zoho CRM, if a member of your sales team receives a call from a customer, they can instantly check order history, address details, outstanding invoices and much more. It allows your team member to get a perfect snapshot of your relationship with that particular customer.

 More sales

Again, we’re talking about Zoho CRM here. With such a powerful system behind you, there are so many opportunities to create more sales. Zoho CRM essentially guides the work that your sales teams do. For example, they can receive reminders of when to contact certain customers with follow-up calls. If they’re looking for calls to make, staff can even search using a range of parameters, for example, all customers who haven’t placed an order for 6 months. 

Basically, it helps your sales teams keep on top of their customer relationships and provide better service. In addition, customer emails can be automated, too. For example, if you want to notify all customers about a special deal, you can do it at the click of a button. You can also target specific customers with certain deals.

Ultimately, Zoho CRM is designed to help increase your sales and streamline the process of making them.

Reporting

Finally, we need to mention reporting, too. Zoho apps offer exceptional reporting, whether it’s your statutory reporting requirements at the end of the financial year through Zoho Books or whether you need sales figures filtered by staff member for monthly performance discussions. This is really just the tip of the iceberg though.

You can access plenty of high-level reporting that can help inform your important business decisions, such as when to announce sales, geographic locations to focus sales efforts, or even new products to develop based on customer feedback. Really, with Zoho, there is nothing that can’t be done.

Need help from a Zoho implementation specialist in Australia?

Zoho Creator and Its Super Features

Have you ever wished that you could organise data more effectively within your business? From accounts and payroll to customer data, record-keeping is extremely important. Being able to access the information you need when you need it is even more important. Introducing Zoho Creator.

 If custom software development isn’t in your budget, and you simply can’t find a piece of off-the-shelf software that will handle your needs, Zoho Creator is the smart option. Build databases, apps, software tools and much more with an easy-to-use platform that will change the way you think about software development.

Here’s what you need to know about Zoho Creator.

What is Zoho Creator?

Zoho Creator is a platform that allows you to build software. It might sound like something from the future, but we can assure you it’s not. Zoho Creator for developers is one thing, but you don’t even need to be a developer. You can be a regular person running a business who identifies a need for custom software.

Zoho Creator allows you to build almost anything, including apps, databases, CRMs, reports and all types of software tools. Using a simple interface and drag-and-drop operation, you can build what you need without the expense of regular custom software. You can also bring contractors in to build products on Zoho Creator on your behalf if you don’t feel confident.

Another key point is that you can create cloud-based software using Zoho Creator. This makes collaboration and access to data so much easier, especially in the modern world of remote work and hybrid workplaces.

Overall, Zoho Creator is a popular tool used by over 250,000 businesses worldwide, and the number is growing. If you want to take control of your software needs and your digital assets, it’s time to consider using Zoho Creator.

Zoho Creator features

If the information above sounds confusing, don’t worry. You don’t need to be a software expert to use Zoho Creator. All you need is an idea for a tool that will help your business, and you can start building. From simple databases to store customer data to full business systems, anything is possible.

The great thing is, there are plenty of cool features that you may not even know about. While the list below certainly isn’t exhaustive, it highlights some of the great features you can expect when you use Zoho Creator.

 Drag-and-drop operation

Back in the early days of the internet, it was difficult to make a website without coding knowledge. But as time went on, tools were created to make it much easier, such as WordPress, Shopify and Wix. Even those systems were pretty clunky early on. But today, drag-and-drop software is becoming so much more prevalent, making it easier for regular people to build websites.

The same applies here with Zoho Creator. The simple interface allows you to simply choose the fields and functions you want and drag them into place. Not only does this drastically cut down the time and expense of building software tools, but it also allows you to create more aesthetically pleasing products. Essentially, Zoho Creator takes the guesswork away, because you can see everything in front of you as you build.

Build your own apps

Apps are a lot more common than they used to be, and that’s why it’s also easier to make them. Using Zoho Creator app development is another handy feature of this product, allowing users to build their own apps flawlessly. You don’t need any coding or software development skills. The system is intuitive and allows you to build what you need for your business.

You may want something simple that employees can use to log their work time or perhaps a more complex customer app. Either way, Zoho Creator makes it possible, and you can either do the work yourself or bring in a developer for a one-off job. Ultimately, Zoho Creator makes it so much more affordable to create your own app.

 Build software tools

Have you ever wanted to invest in a CRM for your business, but you’ve never found one that suits your needs and budget? With Zoho Creator, believe it or not, you can create an entirely customised CRM for your business. Build workflows, automate tasks, and store data in easily accessible (but still ultra-secure) online platforms.

Trusted by over 250,000 businesses worldwide, Zoho Creator is a tool that can do wonders for your business. If you haven’t heard about it before, now is the time to start learning. Not only does it help you streamline business processes and work more efficiently, but it also saves you time and money on software or development costs.

 Let’s jump in and find out why so many businesses love Zoho Creator.

 What is Zoho Creator?

In simple terms, Zoho Creator is a platform that lets you build your own business software. From simple databases to custom software programs, there is a LOT you can do with Zoho Creator. Before you start panicking because there’s no way in the world you could build business software with no coding skills, think again.

Zoho features an easy drag-and-drop process that lets you move fields at your leisure and build systems that are functional, aesthetically pleasing and consistent. Basically, if you have a lot of paper business processes that are slowing you down, there is a good chance you can create databases or programs to streamline things with Zoho Creator.

 The benefits of using Zoho Creator

One of the biggest drawcards to Zoho Creator is the fact that it’s cloud-based. This means you can use it to create other cloud-based systems to help your business. This allows colleagues and stakeholders to access information online (where authorised), making collaboration and decision-making even easier.

 Even if you enlist the help of a Zoho Creator developer, you still save a lot of time and money. Here are some of the benefits.

 Automate manual tasks

In many businesses, processes were set up in the early days and they’ve just continued that way ever since. As a business grows, however, the need for administrative tasks, reporting, information collection and data sharing also rises. If you’re like a lot of other companies, you’ve never done a process discovery workshop or spent a lot of time refining processes to make them smoother.

 However, using Zoho Creator, you can create amazing software tools, databases and reports that help your teams work smarter, not harder. The beauty of using a Zoho Creator developer is that you can build a range of alerts and notifications into your business tools, ensuring that staff are automatically reminded about tasks and deadlines.

 The more you can harness automation in your business, the more time your human staff members will have to focus on less mundane and repetitive tasks. 

Easy to use

If you identified a need to create a database of all your clients’ details, how would you go about it? Most people would pay a software company to do it for them, and the costs can be quite extreme depending on the scope of the database required. But what if you already had access to the platform that creates those databases?

With Zoho Creator, you can choose to work with a developer, or if someone on your team is tech-savvy, they may be quite capable of using the system to build your database. That’s because of the drag-and-drop style used in Zoho Creator. Ease-of-use is a big drawcard here because you don’t need any coding or software development skills to use it.

The intuitive platform makes it easy for anybody to use.  

Integrate existing data into new databases

What if you’ve already got a lot of data stored across multiple spreadsheets and databases? It’s difficult to just create a new database and start from scratch. However, Zoho Creator makes this easy. You can import existing data from anywhere, and Zoho Creator also helps you combine data from external systems easily.

 Simple reporting

Want to stay on top of everything that’s happening in your business? The answer is quality, real-time reporting. Using Zoho Creator, you can create customised (and continually customisable) reports that suit your needs. You can also get a visual snapshot of everything that matters to you. When building a report or dashboard, simply drag and drop the metrics that matter most to you, and you’ll always have great reporting available. 

Easily share data online

Collaboration is a big thing in the modern world, so it’s important to have software tools that make things easy. Zoho Creator lets you build cloud-based tools, meaning all of your staff members can access it wherever they are. For remote workers, hybrid workplaces and work-from-home employees, this is a huge benefit.

 Zoho Creator app development

If you feel that your business would benefit from an app, Zoho Creator is also great for that. Why spend thousands upon thousands for an app development team to build a simple app when you can do it yourself?

It’s probably a little lacking in humility, but we’re pretty proud of the work we do. That’s why we’re happy to let people know that we’re one of the most trusted Zoho implementation specialists in Australia. Why? It’s not just because we’ve got the technical skills to get the job done right.

It’s because we listen.

We take the time to understand your business. We help you identify broken business processes that could be streamlined. The Zoho suite of business software tools is incredible, and there are solutions for every business problem. But they’re only useful if you identify the problems first.

Here are just some of the reasons we’re one of the most trusted and reliable Zoho CRM consultants.

We consult thoroughly

Every project we do is based on thorough initial consultation. We like to run a process discovery workshop first, particularly if you haven’t done any process mapping before. This helps us determine where your major issues are, such as where duplicate work is occurring, or unnecessary manual human intervention currently takes place.

It’s by mapping your processes and discovering which ones can be streamlined that we’re in a better position to recommend the right solutions. Some software companies want to push a particular brand or product, but we’re a little different.

While we do work with Zoho, we only offer the particular Zoho products you actually need. If you have no logical need for a CRM, we won’t try to push one on you. If your issues can be solved more easily with website upgrades or connecting systems via an API, that’s what we’ll recommend. Ultimately, our job is to improve your business processes with technology, and fortunately, we're experts in both.

Skilled Zoho experts

If you drive a special type of car, something a little less common such as a Tesla, would you take it to just any old mechanic? Probably not, because you’d realise that the best people to work on your car are Tesla experts. It’s much the same with hiring consultants to help with your business processes and systems.

Our teams work with the Zoho platform every day, supporting clients and building new systems. Thanks to this experience, we’ve been recognised as a Certified Zoho partner. The benefit for our clients is that the job gets done right the first time.

Our full testing process, which also involves our clients, is a testament to the fact that we implement Zoho systems the way they’re supposed to be implemented. No dodgy workarounds or workflows that don’t fully meet your needs. Just quality CRM development that meets your business needs.

We offer comprehensive training and support

We're going to skip over the intricate details about every detail of how we run a project because as a certified Zoho partner, you should already have plenty of confidence that we know what we’re doing. So, let’s skip to project completion and see why our service stands out above the rest.

Firstly, we offer comprehensive training. Your admin users will be trained in the basics required to take ownership of the system once you go live. So, they’ll have a good working knowledge of the system but also the system admin. This involves solving staff support issues, team member onboarding and more.

Then, we offer user-specific training to ensure each and every staff member is able to use the system effectively for their role.

After all that, once your system is live, we’re still here to support you. Because we’re a certified Zoho partner, we offer help desk support for your admin users. If they have a problem they can’t solve or something stops working as it should, we’ll get it fixed up for you straight away.

Need a Zoho implementation specialist for your business?

We love Zoho, and we work with it every day. Whether you need a Zoho CRM developer in Melbourne or assistance with other software like Zoho Creator, we’re the team to call. We offer a comprehensive service that’s completely tailored to suit your needs.

Trusted by over 250,000 businesses worldwide, Zoho Creator is a tool that can do wonders for your business. If you haven’t heard about it before, now is the time to start learning. Not only does it help you streamline business processes and work more efficiently, but it also saves you time and money on software or development costs.

 Let’s jump in and find out why so many businesses love Zoho Creator.

 What is Zoho Creator?

In simple terms, Zoho Creator is a platform that lets you build your own business software. From simple databases to custom software programs, there is a LOT you can do with Zoho Creator. Before you start panicking because there’s no way in the world you could build business software with no coding skills, think again.

Zoho features an easy drag-and-drop process that lets you move fields at your leisure and build systems that are functional, aesthetically pleasing and consistent. Basically, if you have a lot of paper business processes that are slowing you down, there is a good chance you can create databases or programs to streamline things with Zoho Creator.

 The benefits of using Zoho Creator

One of the biggest drawcards to Zoho Creator is the fact that it’s cloud-based. This means you can use it to create other cloud-based systems to help your business. This allows colleagues and stakeholders to access information online (where authorised), making collaboration and decision-making even easier.

 Even if you enlist the help of a Zoho Creator developer, you still save a lot of time and money. Here are some of the benefits.

 Automate manual tasks

In many businesses, processes were set up in the early days and they’ve just continued that way ever since. As a business grows, however, the need for administrative tasks, reporting, information collection and data sharing also rises. If you’re like a lot of other companies, you’ve never done a process discovery workshop or spent a lot of time refining processes to make them smoother.

 However, using Zoho Creator, you can create amazing software tools, databases and reports that help your teams work smarter, not harder. The beauty of using a Zoho Creator developer is that you can build a range of alerts and notifications into your business tools, ensuring that staff are automatically reminded about tasks and deadlines.

 The more you can harness automation in your business, the more time your human staff members will have to focus on less mundane and repetitive tasks. 

Easy to use

If you identified a need to create a database of all your clients’ details, how would you go about it? Most people would pay a software company to do it for them, and the costs can be quite extreme depending on the scope of the database required. But what if you already had access to the platform that creates those databases?

With Zoho Creator, you can choose to work with a developer, or if someone on your team is tech-savvy, they may be quite capable of using the system to build your database. That’s because of the drag-and-drop style used in Zoho Creator. Ease-of-use is a big drawcard here because you don’t need any coding or software development skills to use it.

The intuitive platform makes it easy for anybody to use.  

Integrate existing data into new databases

What if you’ve already got a lot of data stored across multiple spreadsheets and databases? It’s difficult to just create a new database and start from scratch. However, Zoho Creator makes this easy. You can import existing data from anywhere, and Zoho Creator also helps you combine data from external systems easily.

 Simple reporting

Want to stay on top of everything that’s happening in your business? The answer is quality, real-time reporting. Using Zoho Creator, you can create customised (and continually customisable) reports that suit your needs. You can also get a visual snapshot of everything that matters to you. When building a report or dashboard, simply drag and drop the metrics that matter most to you, and you’ll always have great reporting available. 

Easily share data online

Collaboration is a big thing in the modern world, so it’s important to have software tools that make things easy. Zoho Creator lets you build cloud-based tools, meaning all of your staff members can access it wherever they are. For remote workers, hybrid workplaces and work-from-home employees, this is a huge benefit.

 Zoho Creator app development

If you feel that your business would benefit from an app, Zoho Creator is also great for that. Why spend thousands upon thousands for an app development team to build a simple app when you can do it yourself?

 Whether it’s a client portal app or something to be used internally, the possibilities are endless with Zoho Creator. If you’d like to find out more about how this system can benefit you, or if you’d like assistance building out your custom software, databases and apps, contact us today.

Interested in bringing Zoho apps into your business to repair broken business processes and help your company grow? There is a right way and wrong way to go about it, so here’s everything you need to know about using a Zoho implementation specialist in Australia.

 What is Zoho?

Zoho is a business software brand, offering a huge suite of tools to help streamline your business processes and gain efficiency. Two of the most popular tools offered by Zoho include Zoho CRM and Zoho Books.

Zoho CRM is a comprehensive customer relationship management (CRM) tool that not only makes it easy for your staff to access staff data, but with the right implementation procedures, it also helps you automate several processes and workflows.

 Zoho Books is essentially Zoho’s version of an accounting package, and it integrates smoothly with not just other Zoho products, but also websites and third-party software.

More impressive though, is Zoho One, which is essentially an entire suite of business tools. This can include Zoho CRM and Zoho Books, of course, but there are also countless other apps to help streamline your business. In fact, there are over 40 apps to help with communication, collaboration, inventory management, cloud phone systems, marketing, customer support, document management, word processors and spreadsheets, payroll and so much more. 

In short, it’s a complete business software solution that can be customised to suit your needs. 

Why you need a Zoho implementation specialist in Australia

There are a couple of reasons you may end up looking at Zoho as your preferred business solution. Possibly, you’ve heard about Zoho and you think it can help your business to grow. Alternatively, you’ve identified that your systems and processes aren’t working and you seek assistance from a company like us, which recommends a particular set of Zoho tools to help fix broken business processes 

Whichever way you discover Zoho, it’s important that any systems or apps you choose are implemented correctly. In the case of tools like Zoho CRM, they are fantastic, but they’re only as good as how they are set up. Building the right workflows into your system is the best way to maximise its potential.

 Here are some key reasons to work with a Zoho implementation specialist in Australia.

 Thorough consultation

When you work with Zoho implementation specialists, it should always start with a thorough consultation. While we have a team of technical experts who work in the Zoho ecosystem every day, strong consultation is always the most important part of any relationship.

Unless we understand how your business currently operates, and where you’d like to get to, it’s difficult to recommend the right solutions. That’s why we consult thoroughly to learn about your business, your goals, and your existing pain points.

 By understanding your needs, we can then recommend the solutions that truly help you achieve your business goals.

Correct implementation procedures

Of course, you can always buy Zoho products directly, and they’re pretty easy to complete the basic setup. This isn’t necessarily a smart way to go about things because you need the expertise of a certified Zoho implementation partner to ensure everything is set up correctly. 

Zoho is heavily customisable, but to make the most of this customisation, you need experts to set up your workflows correctly. This is how you get the real benefits of automation and consistency. Fortunately, our developers operate within the Zoho framework on a daily basis, and as a certified Zoho partner, we’ve got the skills and experience to implement your new systems the right way.

 Keeping you involved

When you outsource jobs like Zoho implementation to individual freelancers or budget services, you unfortunately get what you pay for. Sometimes it might be great, other times, not so great. Is that a risk you’re willing to take?

 One of the biggest sticking points is communication. We focus heavily on keeping you involved throughout the entire process. From our initial consultations to testing certain development phases, you’re right there with us. This is how we ensure that the final product genuinely meets your needs.

 Training and ongoing support provided

Finally, another important reason to work with a Zoho implementation expert is all of the training and support provided. Often, when you hire a developer to assist with setting up a software system, it’s difficult to get the right support once your system goes live. When you deal with experts, that isn’t a problem.

For example, if we helped you implement Zoho CRM, we train your admin users with all the skills they need to take ownership of the system. Then we provide user-specific training for all staff, so everyone is comfortable. This is a crucial part of change management.

Of course, your admin users aren’t expected to become experts, so we also offer ongoing support. Your admin users can escalate complex issues to us, and also with a lifetime warranty, if something stops working the way it should, we’ll fix it for you in a timely manner.

 Ready to find your Zoho implementation partner?

Whether you need a Zoho implementation specialist in Sydney, Brisbane, Melbourne or indeed anywhere in Australia, we’re the team to call. As a certified Zoho partner, we work with Zoho systems every day and know the right way to implement new systems. We’re also experts with Zoho integration, so if you need any Zoho products linked with third-party software, we can help out there too.

When you work with us, you get a comprehensive service aligned with your business goals. If you’re ready to improve your business processes, contact our friendly team today to start the conversation.