Implementation Steps Start Up

Setting up your Zoho Account

Congratulations, Zoho is an excellent application and the software we have chosen to use in our business.

Using Zoho we can create endless opportunities to streamline your business, make your team super-efficient and ultimately increase your growth and profitability. We believe there are no limitations on what you can achieve using Zoho.

First, you need to get started. Setting up your Zoho Account can be challenging for new users. It is a big application but to make it successful it must feel easy to use and very simple.

Our team are experts at configuring Zoho. We will ensure your account is set up correctly, making sure your software is ready to use and customised to your business needs as quickly as possible.
This is just the beginning. Check out all the Steps as there are more features and processes we specialise in building. We have already developed many custom features and processes that are ready for your business to use.

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FEATURES

Configuring the General Settings and Business Details.
Setting up Users and Permissions.
Setting up your Database requirements for capturing information.
Making sure users have the right Pipeline Views and Filters.
Integrating your Calendars and Emails.
Setting Up Email Templates and Mail Merge Documents.
Setting up your Templates for Quotes, Sales Orders (Contracts), Invoices and Purchase Orders.
Setting up your first Dashboards and Reports.
Cleansing and Migrating your data from existing sources to Zoho.