How to Implement Zoho CRM for Your Business

Why Choose A One-Stop-Shop for Your Needs?

A CRM solution is a must-have for any small business. It helps in managing and tracking customer data, sales, leads, and contacts. It also helps in increasing the productivity of the employees. The CRM solution can be integrated with other business tools such as marketing automation software or accounting software to get a complete view of your customers.

The Zoho CRM software is one of the best solutions for small businesses. It provides all the features that are necessary for a small business sales tool. It has features like lead management, email marketing, customer support, and account management all in one place. Zoho CRM is a comprehensive, all-in-one solution for small businesses. It helps you manage your sales, marketing, customer service, and finance activities in one place. There are tons of benefits to using Zoho CRM for managing your small business and here are just some:

  • A single dashboard to view all activities at once
  •  Customer data stored in one place
  •  Easily sync with other apps like MailChimp and Google Analytics
  •  You can use it as an online store as well

The Implementation Process of Zoho CRM Software – What to Do Next?

Zoho provides plenty of automation options. To fully understand the Zoho CRM implementation process, you need an expert in the field, and SNS System, which has over six years of experience in CRM customization is the right choice. We are CMS customization experts and follow a procedure to make the implementation process easy:

  • CRM Customization Service to meet your business requirements

Zoho offers a basic product that customers can customize to their needs by integrating with other applications. Depending on whether your company is a software company, a manufacturing company, a staffing agency, or has employees working on remote jobs, CRM implementation is tailored to suit the needs of your business. SNS System helps you build CRM customization

  • Zoho CRM Integration & Data Import Tools

Once the CRM customization is set up, the next step is to migrate relevant data from old Spreadsheets, Google Sheets, Microsoft Dynamics, Salesforce, HubSpot, Freshsales, or any other system to Zoho CRM. This requires expertise in understanding mapping proper fields otherwise you may lose data in the process.

  • Implementing Zoho Solutions and Measuring Results via KPIs

On completion of the data migration process, the KPI measurement process is established. This helps map the journey of a customer from lead to invoicing. The goal is to measure, analyze and display information about your business in a concise and readable format.

  • Driving Zoho CRM adoption

SNS System has implemented Zoho Customization for Claim Negotiators, Real Estate Businesses, Financial Advisors, and others. The best way to drive easy adoption is to get necessary administrative approvals beforehand and appoint key Project Managers that are responsible to monitor the workflow and reports regularly. Research by information technology giant, Gartner suggests that you can expect up to an 88% boost in your sales productivity.

How to Make the Most Out of Your Zoho CRM Implementation Service?To ensure the transition to Zoho CRM goes smoothly, you can trust our experienced consultants to implement the new system in a way that best suits your business. CRM Implementation requires both domain and functional expertise Allow the Zoho implementation consultants at SNS System to do all the heavy lifting for you. For more information about the Zoho implementation services we offer, don’t hesitate to contact us here at or call us at (214) 494-0908.