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native-step

Exclusive Zoho Processes

With over 25 years’ experience in software design and implementation, we pride ourselves in creating solutions in Zoho using API’s, Custom Functions and Widgets. We have developed 10 exclusive implementation steps, designed to help you decide what your business needs.

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Step 00 - Native Zoho

  • Step 00 - Zoho Users and Access
  • Step 00 - Native Zoho Implementation

Step 01 - Sales and Enquiry Management

  • Step 01a - Exclusive Find and Add
  • Step 01b - Using Blueprints for Sales Process
  • Step 01c - Integrating Website Contact Forms
  • Step 01d - Managing Group Enquiries
  • Step 01e - Managing Tender Groups
  • Step 01f - Managing Google Addresses and Locations
  • Step 01g - Managing Enquiry Attributes
  • Step 01h - Managing Variation Add Ons
  • Step 01i - External Enquiry Integration APIs
  • Step 01j - Advanced Calendar Management

Step 02 - Estimating, Quotes and Orders

  • Step 02a - Creating Native Quotes and Sales Orders
  • Step 02b - Advanced Bill of Quantity Estimating
  • Step 02d - Custom Order Forms
  • Step 02f - POS and E-Commerce Integrations to CRM
  • Step 02g - Using Custom Calculator Widgets
  • Step 02h - Calculating Landing Costs
  • Step 02i - Managing Supplier RFQs
  • Step 02j - Managing Finance Applications
  • Step 02k - Additional BOQ Features
  • Step 02l - Management of Sale Items
  • Step 02m - Variable Quantities

Step 03 - eCommerce, Product and Inventory

  • Step 03a - CRM Product Management
  • Step 03b - Using Price Lists
  • Step 03c - Stock Management in CRM
  • Step 03d - Using Zoho Inventory
  • Step 03e - Advanced Product Management API
  • Step 03f - Integrating CRM and Inventory Transactions
  • Step 03g - Managing Picklists and Dispatch in CRM
  • Step 03h - Shipping Integration
  • Step 03i - Returns and Warranty Management
  • Step 03j - Stock Production (Inputs and Outputs)
  • Step 03k - Product Audits
  • Step 03l - Managing BOQ Items

Step 04 - Financial Management

  • Step 04a - Implementing Accounting Solutions
  • Step 04b - Integration to Accounting Applications
  • Step 04c - Customer Payment Terms
  • Step 04d - Using Native Invoices in CRM
  • Step 04e - Managing Retainer Invoices and Prepayments
  • Step 04f - Advanced Invoicing and Forecasting
  • Step 04g - Do and Charge Invoicing
  • Step 04h - Managing Credit Notes and Payments
  • Step 04i - Using Native Purchase Orders in CRM
  • Step 04j - Advanced Purchase Order Management
  • Step 04k - Purchase Order Reconciliation to Bills
  • Step 04l - Receiving PO Goods and Services in CRM
  • Step 04m - Journal Entries
  • Step 04n - Managing Financial Liabilities
  • Step 04o - Handling SIS and Reverse Charges

Step 05 - Job Management, Scheduling and Timesheets

  • Step 05a - Job Management in CRM
  • Step 05b - Job Instructions and Production Items
  • Step 05c - Custom Daily Calendar
  • Step 05d - Using Zoho Projects
  • Step 05e - Exclusive Integration between Projects and CRM
  • Step 05f - Creating Project Tasks and Tickets using Estimates
  • Step 05g - Matching new Tasks and Tickets to Estimates
  • Step 05h - Timesheet Reconciliation
  • Step 05i - Managing Project Tasks Pipeline
  • Step 05j - Product Usage
  • Step 05k - Managing Sales Items Pipeline
  • Step 05l - Managing Job and Customer Assets

Step 06 - Resourcing and Compliance

  • Step 06a - Using Trackers for Quality Assurance and Inspections
  • Step 06b - Resource Management in CRM
  • Step 06c - Creating a Team Intranet with Zoho Connect
  • Step 06d - Using Zoho People for HR
  • Step 06e - Enquiry Tracker Management
  • Step 06f - Recruitment Management

Step 07 - Performance and Budgets

  • Step 07a - Dashboard and Reports in CRM
  • Step 07b - Sales Targets and Team Motivation
  • Step 07c - Job Budget Management
  • Step 07d - Using Zoho Analytics for Cashflow Management
  • Step 07e - Staff Timesheet Revenue
  • Step 07f - Creating WIP Reports

Step 08 - Commissions and Payroll

  • Step 08a - Staff Incentive Calculations
  • Step 08b - Daily Timesheets and Payroll Calculations

Step 09 - Support and Portals

  • Step 09a - Zoho Desk Ticket Management
  • Step 09b - Integration Desk Tickets and CRM Enquiries
  • Step 09c - Custom Portals

Step 10 - Marketing Tools

  • Step 10a - Marketing Tools and Management
  • Step 10b - Website Design and Development
  • Step 10c - Marketing Groups