What do you get in the 1-day package?
1. Configuration of key modules
All core areas of Zoho CRM will be set up to match how your company operates.
Each module serves a different purpose.
Below is a clear and simple explanation:
Accounts
These are the companies you work with: customers, partners, or suppliers. They store data such as company name, tax ID, address, phone number.
Contacts
These are the people working at those companies, for example owners, buyers, managers. They store details like first and last name, job title, email address, phone number.
Leads
These are individuals or companies that have shown interest in your offer but are not yet customers. Leads are used to handle first contact, inquiries, and initial qualification.
Deals
These represent specific sales processes such as offers, negotiations, or projects. They show the current stage of each potential sale.
Benefit:
From day one, your CRM works in a logical and transparent way. Your team immediately knows where to enter data and how to use the system effectively.
2. Populating the system with data
Based on the data prepared by your company (for example Excel or CSV files), we will import data into the CRM, including:
- companies (accounts),
- contact persons,
- customer inquiries,
- ongoing conversations or sales opportunities.
Benefit:
The system is ready to work with real data right away. Your team does not start with an empty CRM, saving time and avoiding errors caused by manual data entry.
3. Organizational structure: roles, permission profiles, and users
We will build a basic and secure access structure in the CRM:
Roles
Up to 2 roles reflecting your company structure, for example Sales Rep and Manager.
Permission profiles
Up to 2 profiles defining what information each user can view and edit.
Users
Adding up to 2 employees who will use the system.
Benefit:
Data order and security from day one. Each employee sees only what they should, and the system remains easy to manage and resistant to errors caused by accidental changes.
4. Short CRM training
After the configuration, we will run a practical training session for your team.
Your team will learn:
- how to navigate the system,
- how to search and filter data,
- how to add or update companies, contacts, and inquiries,
- how to manage sales opportunities,
- how to handle daily tasks in the CRM.
Benefit:
Your team is ready to work with the system on a daily basis.
What do you get as part of the purchased system and service?
✔ A fully configured CRM
Ready to use from day one, set up according to best practices.
✔ Key modules tailored to your business
Accounts, Contacts, Leads, and Deals working in a logical and structured way.
✔ Import of your real data
The CRM is populated with your current, up-to-date information.
✔ A secure and well-organized access structure
Roles, profiles, and users configured to match your organization’s needs.
✔ Practical team training
Your employees quickly learn how to use the system and start working with it in their day-to-day activities.
✔ A solid foundation for further CRM growth
The system becomes a structured and scalable hub for managing customers and sales.
