A ZOHO CRM implementation can be quite a big investment for just about any business. Unfortunately, for several companies, the whole realm of CRM is a puzzle and, as a result, the CRM implementation process is set-up and executed arms-length from company management and stakeholders. This results in higher implementation costs, lower acceptance levels, and even corporate in-fighting.

So it's important that companies undertaking a zoho implementation
understand and engage in the process. Every implementation will often involve roughly the same phases:

DISCOVERY

INSTALLATION

CUSTOMIZATION

DATA MIGRATION

TRAINING

Obviously, each implementation can have it's own unique twists but generally the procedure will follow the same pattern.

A proactive company can perform plenty of the groundwork before their implementation. One of the biggest mistakes companies make is relying an excessive amount of on the consultants. They take the view that their only role is always to approve the work and sign the checks.

But if these were more involved, they would be signing smaller checks and increasing the likelihood that their implementation is likely to be successful. In taking a look at the procedure there are lots of ways for an organization to get rid of the work a ZOHO CRM consulting company will charge significant dollars to do.

The Discovery Phase is a significant chance for an organization to take charge and dictate the direction of the whole process. Most companies are surprisingly passive during this phase. Often, they'll let their consultants determine every part of the Discovery without question.

But an organization can perform plenty of pre-work to cut the expense of this phase and control the CRM implementation path. The data gathered during Discovery will dictate the nature of the company processes which can be built into ZOHO CRM, the roles of each of the users-as well as their security permissions, the nature and amount of customization, and which data gets migrated. And this all flows right through to the end-user training and has an important effect on the amount of licenses which can be required.

One of the simplest and most crucial activities an organization can perform for itself is always to properly document the processes that they hope their CRM implementation will capture. This will focus on meetings with the relevant stakeholders and end users. It should reveal the littlest detail of every process. It should also be a chance to streamline processes.

Once these processes are documented, it will end up apparent, among other activities, what data must be tracked, which fields have to be migrated from legacy systems, what other applications have to be integrated with ZOHO CRM, which users must have licenses and what security ought to be granted to them.

The value of the client-consultant relationship is normally based on the amount of service a consultant can provide. However, when companies believe that their consultant should present them with a ready to make use of CRM solution on the go-live date, almost just like a Christmas gift, they do themselves a disservice. Their passive approach to their zoho implementation
will surely cost more and be less inclined to succeed.

I'm a CRM Consultant with 15 years experience implementing CRM solutions. during the period, I have now been involved in all areas of the implementation process. I've designed, coded, and implemented my own CRM applications. I have now been on the job as it pertains business analysis, installation, customizations, data migration, 3rd party integration, training and training documentation. I've lead teams on dozens of implementations of CRM installations.