Basic and advanced CRM planning workshops are designed to get your Zoho CRM system up and running quickly and affordably. They’re a great option for projects that need minimal customization and don’t require workflow analysis or custom development.
Basic workshops are a good option for smaller businesses who:
- Are planning their first CRM.
- Have some experience working with contact management and basic CRM systems.
- Wants to introduce a new system to their staff in”baby steps”.
- Want a simple solution that can be deployed quickly.
A Basic Workshop is $375 and includes a teleconference with stakeholders to discuss project objectives. We’ll follow up with a written meeting summary with recommendations for next steps. If indicated, we’ll refer to best practices relevant to the implementation and user adoption of the new system.
Advanced workshops are a good option for smaller businesses who:
- Find they have limited time to complete their project.
- Would like some guidance on how best to implement the system.
- Want to maximize their investment by getting the most of their Zoho CRM system
- Want a simple solution that can be deployed quickly.
An Advanced Workshop is $495 and includes an online review of your existing Zoho database with the basic workshop. We help you evaluate customizations and confirm if the current Zoho CRM edition is the best option for your needs. Based on your stated objectives for the system, we’ll highlight gaps or inconsistencies that could prevent you from meeting those objectives.
A Zoho CRM planning workshop is a cost-effective approach that helps busy managers prioritize next steps and maximize their investment in their CRM system. Contact us here or call at 781-606-0433 for a no-cost consultant and we can discuss which option is right for you.
