Customer Relationship Manager (CRM) Implementation

Overview: CRM Ultimate is based upon the infrastructure of Zoho CRM. The primary objective is to train one client admin who is responsible for the tool within the client. The integration of customer supplied lead & customer lists is included in the scope of this offering. Additionally, certain functionality that is embedded within Zoho CRM shall be configured, and supported based upon license level chosen. Cazbah will provide recommendations based upon setup conversation and other data points.

Zoho CRM has a wide breadth of extensible features. Cazbah and the client can, through mutual agreement, modify the scope of this initiative to include additional features should such features be appropriate and of interest to your business.

Our CRM Implementiation Package Includes:

  • Process Definition – focus on sales
  • Importing of representative data for key components
  • Training
  • Consultative Process
  • Forms integration with web site