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Zoho CRM Services

Cloud Solutions offers both technical suport and customisation services for Zoho CRM but also sound business advice. Understanding how best to adopt each Zoho CRM module into your business is key to a successful implementation. Cloud Solutions runs their business on the Cloud platform of Zoho CRM. This provides us with sales automation and information sharing across our organisation.

Scope of Work

The hardest part of each Zoho CRM project we start is defining the scope of work we will perform and deliver to our client. With no hardware to purchase or software to install, all that is required is to customise Zoho CRM to your company's business requirements. Below is a guideline to the tasks generally required for each Zoho CRM project we deliver.

The Task List

• set up users
• define modules each user group can access
• set up security for what data can be shared / imported / exported
• define the layout of the lead, Account and Contact screens
• review and define your products and or services
• import data from spreadsheets and other sources
• define invoice / credit note template(s)
• create several user defined list views
• integrate Email, Quickbooks, Campaigns, and Projects
• integrate Web Page lead capture
• provide admin and end user training

The above is generally always required and then it is a matter of further refining your overall requirements. For example, if you are a Trader you may require additional documents created such as Offers, Invoices, Proforma Invoices, Commercial Invoices, Shipping Notice, Delivery Notes, Sample Invoice etc

Call our CRM Consultanting Team for a Consultation +852 3973-3848 / +65 3158-2176 / +60 3-2772-7324 or;

Email enquiry@cloudsolutions.asia