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.

Post Code, Phone and Email Validation

Posted on Ravi MirchandaniPosted in Blogs

On your website and social media, you will no doubt have Online Forms, Calls to Action buttons, a Contact Us page and perhaps e-commerce check-outs that require customer interaction. With the onus on the customer to enter data, it is worth validating the accuracy of this data wherever possible. This becomes doubly desirable if your…

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Quotewerks integrated with CRM/ERP

Posted on Ravi MirchandaniPosted in Case Studies

This article is for companies that may have a CRM in place but are still struggling to generate professional quotes efficiently, and are therefore resorting to using spreadsheets or word documents. This situation is unfortunately quite common as CRM systems just don’t offer the enriched and easy to use CPQ functionality in a purpose-built quotation…

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Quotewerks enhancements for Zoho CRM

Posted on Ravi MirchandaniPosted in Blogs

Quotewerks, a purpose-built quotation management tool, has just released Ver 5.7 with some amazing new features for Zoho CRM, making the integration so much better! How QuoteWerks Integrates with Zoho CRM QuoteWerks leverages your existing Zoho CRM Contacts so you can pull in information to the Sold To, Bill To and Ship To fields QuoteWerks will…

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