Review/Refine the Leads module for best practices and conversion process. Setup Business Card and Activities layouts. Set up needed Views to support business needs. Include set up of appropriate Views, and custom fields to track sources.
Discover and then complete of work to support website lead capture and integration with Zoho CRM.
Review existing screen layouts, and fields for the Contacts and Accounts modules. Identify, create and place any custom fields on the layouts as required. Setup Business Card and Activities layouts. Set up needed Views to support business needs.
Custom Training for all staff involved in the entry, data management and use of the Leads, Contacts and Accounts Modules. Will include training on the normal flow of Leads to Prospects, and day to day use of Zoho for taking notes, sending emails, etc.
Discover and refine the Tracker (Potentials) Firm up use of Tracker versus other modules to provide required reporting and metrics for sales and all support activities.
Custom training related to the Sales/Estimate business process using the Tracker module.
Discover and design of Inventory module to support Company business processes and needs. Plan import or data entry of all inventory items and initial update of inventory controls for going live with inventory module.
Custom training for all staff involved in Inventory related activities.
Custom Training on the use of Zoho CRM Activities which includes Tasks, calls, and Events.