Sales and customer service
Explore CRM, sales workflows and customer-support applications as a connected customer journey.
Business software
Zoho
Bring your business applications together.
Connect customer relationships, finance, operations and team workflows with Zoho. Etech can help define the applications and implementation support your business needs.
Explore your options with Etech.
What you can explore.
Finance and operations
Review accounting, inventory, projects and people-management requirements across your teams.
Automation and integration
Plan application configuration, workflow automation, data migration, training and ongoing support.
A plan for your business.
Your team size is a starting point. We’ll confirm the solution, availability and implementation scope against your requirements.
Small business
Start with the applications that solve your most immediate operational needs. Tell us what you use today and what you want to improve.
Mid-market
Connect departments and reduce repeated data entry between applications. Share your locations, systems and plans for growth.
Enterprise
Map integrations, access requirements and a phased implementation programme. Bring your integration, security and support requirements into the conversation.
Connect the work between your teams.
Zoho planning starts with the handoffs between sales, finance, service and operations. Define one reliable customer record and a clear owner for each stage.
Make the sales process visible
Map lead assignment, follow-ups and opportunity stages in Zoho CRM. Agree which fields are required before a deal progresses, and build reporting around the decisions managers actually need to make.
Automate a useful handoff
Choose a specific event, such as an approved sale becoming an operational task. Review Zoho Flow, Blueprint and application integrations against the steps involved, including approvals and exceptions that still need a person.
Move data with a clear owner
Decide which system owns customer, product and transaction data. A focused migration, tested with real examples and followed by role-based training, gives teams a more manageable starting point.
Plan your Zoho setup.
Bring these details to your conversation with Etech.
- Applications and spreadsheets used today
- Required fields, approval steps and team roles
- Data to migrate and duplicate records to resolve
- First workflow and reports needed at launch
Do we need to replace every application at once?
A phased rollout can start with the workflow causing the most repeated work. Identify the systems that must stay connected and the data each integration needs to exchange.
Can Zoho reflect our existing process?
Configuration, custom fields, workflows and integrations can be assessed against your process. Etech will help define what belongs in the initial scope and what should follow later.
Let’s connect.
Tell us what you need from Zoho. We’ll help you review the available options and next steps.