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Integrate & automate
For the next seven days, we will hand the system over to you for road-testing. It will be your responsibility to dedicate some time during this week to formulate your feedback and list of required changes.
The FWRD team will take the final seven days to implement these changes, integrate your other software programs where required including your email before finally adding all of your users. Please ensure that you are able to stick to this timeframe and provide us with the time and feedback required to make the project a resounding success.
How much time do I need to dedicate to the implementation?
It will take roughly 30 minutes to complete the online questionnaire to submit your specific requirements to us and then a further 90 minutes to review the software during the seven-day road-testing period.
We estimate the entire project should take no more than five hours of your time over the three-week implementation period.
Is the FWRD implementation fee a one-off cost?
Are you locked into a contract with Zoho?
Can we work with FWRD and still use the free version of Zoho CRM?
For this reason, the terms of our Zoho CRM implementation packages includes a minimum three-month subscription of our online training platform, in addition to the upfront package fee. This a mandatory requirement to proceeding with the project for all FWRD clients.
For Perth based businesses we also offer additional in-house training for your team at a flat hourly rate. Alternatively, we can provide remote training to businesses further afield using online meeting and screen share software.
What if we need further support from FWRD?
What happens to my data if I decide to leave Zoho?
Which other software platforms does Zoho integrate with?
There is already a multitude of software programs that integrate with Zoho CRM covering a huge range business operations. Many of these are Zoho applications e.g Zoho Campaigns, Zoho Projects & Zoho Survey, however there are many 3rd party programs that already integrate with Zoho thanks to the use of software connectors. For a current list of the most popular platforms, click HERE.
If you don’t see the program you are looking to integrate on this list, Contact Us so we can scope your requirements and give you an indication of feasibility and costings.
Is my data secure in Zoho CRM?
What are the monthly costs associated with using Zoho CRM?
Can we have different users on different Zoho packages?
Which Zoho package do you recommend we need?
The Professional Edition provides FWRD with the customisation features required to complete the Zoho CRM implementation along with the ability to integrate their emails. The Enterprise Edition gives users advanced workflow and automation options including date based triggers. For more information relating to exactly what’s included in each package, click HERE.
Is my data backed up?
Discover how Zoho Mail can help your business. Book a demo call with a FWRD Consultant now.