FULLSCALE ACCELERATE KICKSTART
COMPANY DATA
Provide template to properly format database
Import company database into Zoho CRM
mapping data to appropriate modules and fields
REMOTE SUPPORT MEETINGS
Zoho CRM Demo delivered via webinar (45 mins)
Remote Customisation Review meeting (45 mins)
Business Diagnostic & Needs Analysis meeting (15 mins)
Zoho CRM remote software demonstration (45 mins)
Zoho CRM handover and training meeting (45 mins)
Remote or In-Person Team Training Session (90 mins)
SYSTEM SETUP
Update system theme and logo to reflect your
company branding
Update standard account settings to match
companies locale and preferences
Update standard account settings to match
companies locale and preferences
Create user profiles and roles for team members
Create user accounts for all team members
(Additional users will be charged at $25 pp)
Up To
10 Users
Up To
5 Users
Integrate company email account with Zoho CRM
(Gmail, MS 365 & Outlook only)
x 1 User
Access to detailed DIY step-by-step tutorial videos
HOMEPAGE
Reformat home page to reflect business activities
Add dashboards components to the homepage
LEADS MODULE
Reformat Lead record layout for user friendly interface
Customise business card and module layout
Customise lead source to reflect your marketing activities
Implement your sales process into lead status field
Update the leads rating to reflect likelihood of conversion
Creation of new field to track leads generated from referrals
Creation of new field to track leads generated from events
Creation of key date fields to effectively track company KPIs
Creation of key financial fields to manage pricing variables
Creation of fields to track prospects social media profiles
For B2B sectors – customisation of the prospects industry field
PLUS any custom fields that are required by your company
ACCOUNTS MODULE
Reformat Account record layout for user friendly interface
Customise business card and module layout
Customise Account Type field to reflect business stakeholders
Update Ratings field to track clients/stakeholders performance
Creation of new field to track Accounts generated from referrals
Creation of new field to track Accounts generated from events
Creation of key date fields to effectively track company KPIs
Creation of key date fields to track client related milestones
Creation of key financial fields to manage pricing variables
Customise address information to reflect company preference
Creation of any necessary fields that are required by your company
Creation of fields to track clients/stakeholders social media profiles
For B2B sectors – customisation of the organisations industry field
PLUS any custom fields that are required by your company
CONTACTS MODULE
Reformat Contact record layout for user friendly interface
Customise business card and module layout
Creation of new field to track Clients generated from referrals
Creation of new field to track Clients generated from events
Creation of key date fields to effectively track company KPIs
Creation of key date fields to track client related milestones (B2C)
Creation of key financial fields to manage pricing variables (B2C)
Update Ratings field to reflect the performance of clients (B2C)
Creation of fields to track clients/stakeholders social media profiles
Customise address information to reflect company preference
PLUS any custom fields that are required by your company
DEALS MODULE
Reformat Deals record layout for user friendly interface
Customise the Deals Stage to reflect your sales/onboarding process
Creation of key financial fields that relate to company Deals
Creation of key dates that relate to companys Deals
PLUS any custom fields that are required by your company
CAMPAIGNS MODULE
Update the Campaign type to reflect your marketing activities
Creation of key financial fields that relate to your marketing campaigns
Creation of key dates that relate to your marketing campaigns
PLUS any custom fields that are required by your company
WEB FORM
Create custom form to capture and import web enquirys
Set-up enquiry autoresponder email
Create internal follow-up notification following enquiry
ADVANCED FEATURES
Advanced Sales Funnel Management
Marketing Measurement & Reporting
Database List View & Segmentation (x 15)
Construct Advanced Custom Reports (x 8)
Set-up of Automated Workflows (x 3)
Creation of Individualised Web Forms (x 3)
Integrate Zoho CRM & Zoho Reports
*Additional software charges apply
Custom Sales Workflow Training Video
ADDITIONAL EXTRAS
Integrate Zoho CRM with Zoho Campaigns$75$75$75
Set-up and integrate Zoho Survey
*Additional software charges apply
$45$45$45
Set-up and integrate Zoho Projects
*Additional software charges apply
$45$45$45
Integrate Google Mail/Calendar with Zoho CRM (Per User)$55$55$55
Integrate desktop based Outlook account with Zoho CRM $55$55$55
Integrate Zoho CRM with Mailchimp
*Additional software charges apply
$75$75$75
Integrate Zoho CRM with MYOB
*Additional software charges apply
$75$75$75
Integrate Zoho CRM with XERO
*Additional software charges apply
$75$75$75
Integrate Zoho CRM with WorkflowMax
*Additional software charges apply
$75$75$75

Not sure which package is right for your business? Book a demo call with a FWRD Consultant now!

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