Customer Relationship Management (CRM) Solutions Project Management Services Systems Integration Bespoke Software Development
Helping you leverage Technology
Author: Ravi Mirchandani
An experienced Business Analyst, Project Manager and Trainer, with over 30 years experience in implementing CRM solutions, specifically 45+ applications in the Zoho One ecosystem, Goldmine, HEAT SM, Hubspot, Quotewerks (CPQ), across Sales, Marketing, Support and other customer touch points.
Leads a team of Subject Matter Experts, proficient in CRM Workflow Automation, Financial Systems (Zoho Books, QuickBooks, Xero), and Geographic Information Systems (Esri, Satellite Image Processing, Statistical Growth Modelling).
Considerable expertise in developing bespoke custom Apps (Zoho Creator, PHP, Deluge coding) and systems integration.
Has conducted several migration projects requiring data transfer and synchronisation between SQL and Zoho.
Helps SMBs leverage India for Business Process Outsourcing, to lower costs for repetitive, resource intensive tasks, from Data Digitisation, to Research and Back-office Administration work.
Zoho Projects
A Project Management tool that is packed with features, encourages user adoption and is available as one of the 45+ applications in Zoho One, through a single sign-on. Or subscribe just to Zoho Projects…some of the main features include: Task Management Milestone Tracking Project Templates Gantt charts Four dependency types Critical Path Baseline Cross project…
Quotewerks & Zoho integration
Really excited to see that Quotewerks have developed integration with Zoho CRM, and as a Partner for both products, we are well placed to help customers get the best out of this; watch the video below and get in touch to streamline your quotation management.