Zoho Consulting Services and Best Practices

First Direct has been deploying CRM and other business applications for over 30 years.  As a Zoho Authorized Partner, we will map your organization’s data needs, workflow, and business requirements into Zoho applications.

Turn your Zoho Software into a System for Operating Your Business

Process Mapping

No one knows your business better than you. Zoho experts at First Direct work closely with our client’s team to set up and configure Zoho applications.  Areas to consider include:

  • Business identity and users
  • Security, controls and rules
  • Integration channels
  • Customization of modules, fields, templates, etc.
  • Automation and workflow
  • Reporting and analysis
  • Means of profiling, segmenting, and targeting records
  • Business development tools for lead distribution and marketing 

Zoho Consulting

First Direct’s Zoho consultants will guide your organization every step of the way and overtime to achieve greater usage and benefit from your Zoho technology investment. A process-driven implementation and methodology ensure better configuration, deployment, and usage of Zoho solutions.

Zoho Best Practices 

Best practices are a critical success factor with Zoho applications. Best practices must be woven into every element in order to avoid pitfalls and achieve the optimum potential of your Zoho system. First Direct experts will guide you every step of the way. 

Benefits of a Zoho Partner:

  • Application evaluation and selection
  • Product knowledge
  • Accelerate deployment
  • Expert advice 
  • Ongoing support
  • Best practice recommendations
  • Training and technical resources

Our Zoho experts assist you in making smart technology investments and improving practices, achieving greater utilization of Zoho application. We provide professional services for Zoho CRM, Zoho CRM Plus, Zoho One, SalesIQ, Zoho Analytics, Zoho Campaigns, Marketing Automation, and other Zoho apps.

Call Us (845) 221-3800