Zoho has over 100 million users and is growing

Zoho make software and web applications for small and medium sized organisations so that you can spend more time focusing on your customers and developing your business. The 50 cloud-based applications (Software-as-a-Service – SaaS) cover an extensive range of sales and marketing as well as back office business processes and integrate fully with each other to provide a slick, seamless experience for your customers and employees.

Pricing of the applications is very simple and kept low by Zoho as a key corporate target. Many users are able to support the systems themselves but a range of support is available either from Clareti, directly from Zoho or from an extensive range of forums online.

Zoho applications are already used by 25 million people worldwide which gives a very rich experience base for Zoho to continuously improve their products (which they have been doing for 15 years) and for you to find answers to those questions that may be specific to your business.

One statement that Clareti often are challenged with is that ‘Our business (or industry) is different to all the others and can’t use of-the-shelf software’.

Well, it might be, but realistically most businesses have customers (or donors) and most experience the same hassles in winning, keeping and developing them at reasonable cost.

If you market and sell your products or services and need to keep and use data regarding the conversations you have with your customers in order to develop them over time then the extremely easy customisation of Zoho applications will make your life much easier whether it’s selling clothes or fighter jets. You will find a very brief introduction to some of the Zoho applications here but there are many more. If you want a more detailed explanation and a demonstration then contact Clareti for a discussion or sign up below for a free trial of one of the applications now.

What we offer:

Consultancy

At Clareti we have been working with Zoho for years and have broad and deep levels of experience and knowledge about not just the functioning of the systems but about the applications they are put to.

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Training

Clareti provide training mostly on an individual or small group basis. It is available either as a phased programme or on a one-off basis. We can even design customised training courses for each of your teams.

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Support

How or Where do we get Support for Zoho? There are a number of ways that you can receive support for your Zoho business applications. Clearly Clareti is able to provide this support to help clients improve their businesses.

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Applications

Nearly 50 integrated cloud-based applications (Software-as-a-Service – SaaS) cover an extensive range of sales and marketing as well as back office business processes to provide a slick, seamless experience for your customers and employees.

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Zoho CRM is 70% less expensive than some of it’s major competitors however retains all of the functionality that you need

Consultancy

At Clareti we have been working with Zoho for many years and have broad and deep levels of experience and knowledge about not just the functioning of the systems but about the applications and use-cases they are put to. We have designed and implemented systems for companies in industries as diverse as Restaurants and Glass Blowing and of course all the normal ones like Professional and Financial Services etc. Not forgetting of course wholesalers, retailers, financial institutions and healthcare – oh and advertising agencies.

This experience allows us to help you in a variety of ways to manage your customers better through the use of a wide range of Zoho business applications. As an official Zoho Advanced Partner we are able to provide everything you need from a CRM requirements definition to ongoing support. Here are just some of the projects we have helped organisations with, whether you are in a commercial organisation, government agency or not-for-profit sector.

Business Requirements or Process Capture and Improvement – You may know that you can’t go on without some kind of central customer database but you just don’t know where to start.

Design and implementation – Clareti provide a full service helping you sort out how your system needs to work for you and customising it in a way that makes it extremely easy to use and interrogate for valuable customer insight.

Data Migration – Moving from a spreadsheet approach to a CRM system can be daunting. We will help you in this transition and migrate your data into a useable and valuable format.

System Configuration – If you have implemented Zoho yourself then there may come a point at which you need assistance in sorting out the best way to change the system to suit a larger or more mobile workforce or a different business structure. Clareti have extensive experience designing systems and fully understand the architecture of the Zoho applications, solving a real headache for you in re-configuring your systems.

CRM Health-Check – It is possible that you just don’t know whether you are getting the most from your investment in CRM or customer management in general. With a Clareti CM health-check we will be able to take a quick look at your system and make targeted suggestions for improvement in areas you specify. It’s quick easy and cheap, why wouldn’t you?

Migration services from other CRMs – We understand that migrating to Zoho from another CRM system is a big deal for you. We have been involved in many of these and they need careful thought and planning before being carried out. There are many issues involved especially if you can’t afford any downtime so we work carefully with your team to ensure a smooth transition, implementing all data transfer and training on the new (better) system.

Integration with other systems – Once your Zoho system is implemented you may well start thinking about how your life would be much easier only if it would talk to your other systems. This really is Clareti’s bread-and- butter business and one where we get very enthusiastic.

Imagine a situation where you really do have ALL customer information from quotes to invoices to web visits and customer service issues all in one place. Imagine having a conversation with the customer that can bring all their past orders to bear on a new requirement they may have, knowing that they have got a number of outstanding service issues for instance.

Well this is entirely possible with the advent of cloud-based system like Zoho. You can interface it with many other of your business systems from financial to stock control whether they are from Zoho or not. Contact us for a discussion about which of your systems you would like to talk together in order to create a hugely valuable data resource within your organisation.

Business Intelligence/Analytics – Measure and predict, these are two key buzzwords that are often used by data scientists. With Zoho’s analytical tools and built in reports you are able to create and monitor metrics across your business.

Let us define with you what you need and implement it in the form or daily email reports of key metrics, dashboards for review at your sales or board meetings and indicators of likely outcomes using data mining tools.

Training

Clareti provides training mostly on an individual or small group basis. It is available either as a phased programme or on a one-off basis. We can even design customised training courses for each of your teams.

Having a deep AND broad experience of both Zoho and a whole range of industries we are able to understand many of your key day-to-day issues and focus on usability of the system as the key goal. It is no good training someone on advance features if they can’t reliably log on.

We often use screen share for training and whilst this is effective and quick to do on an individual basis as soon as you move away from one or possibly two people it can become remote (you certainly don’t want to do more than 1hr at a time). Therefore it is always recommended to conduct larger training session in teams unless this is impossible for geographical constraints.
There are many training resources online via the Zoho website and we always encourage people to get a basic grounding first before embarking on more advance training or masterclasses. It’s really up to you but rest assured that the training will always be highly focused on your system and your business requirements.

Support – how & where you get support for Zoho:

There are a number of ways that you can receive support for your Zoho business applications. Clearly Clareti is able to provide this support and we are always pleased to be able to help clients improve their businesses and use more of the tremendous functionality of the Zoho applications.

However there are a variety of ways that support can be sought very much depending on your timescales and your self-motivation.

Do Zoho offer support?

Yes they do offer some level of free support. Zoho offer support directly and this can be a convenient way to get answers to questions when there is no rush. We don’t mean that this channel for support is slow it is just Zoho promise a 24hr response time and those of us who have been around a while understand that often you just want to know the answer or fix now and move on. Often a more consultative approach can be beneficial.

Can I get support online? – Yes, the Zoho website have links to a plethora of online training seminars, help manuals and forums. The forums are particularly helpful if you have a specific problem that has been bugging you for a while. Bearing I mind there are over 20 million users of Zoho apps there is a vast range of discussion threads to follow or just to dip in and out of in an idle, or not so idle, moment. There are videos, blogs and a number of documents. Just search online using your favourite browser.

Does Clareti provide support?

Of course. Clareti have a number of support options depending on what your requirement is, and how critical Zoho is to core business functions.

…Clareti YEARLY CONTRACT: Clareti will be happy to provide support for Zoho by a method that is convenient for you. This can be via phone, email (support@clareti.com) or indeed in person in the UK if you have complex or involved requirements. We can work to a Service Level Agreement if required and aim to provide support during extended working hours or longer if a requirement is urgent. It is unlikely we won’t be able to come up with a solution that meets your business requirements.

…Clareti RETAINER: Of course if a yearly contract doesn’t suit your business then we are quite prepared to work with companies on a retained basis. With this approach we become an extension of your IT team (if you have one). By offering this approach we are able to be on call to help you through all stages or your implementation and provide training to your staff as required. We are also always delighted to identify ways in which you are able to enhance your ways of using Zoho applications. We learn a lot about the way you do business and can often provide other advice that will help you grow and prosper.

…Clareti PAYG support: For customers who want or need the flexibility of support on an as-and-when basis we can provide support on a Pay-As-You-Go basis. Just choose the level of package that you require from the table below and submit your enquiry from our contact us page. We will be in touch to arrange the details and look forward to helping you make the most of your Zoho application.

Please contact clareti via the contact page for latest support bundle rates

Zoho CRM Edition Comparison

Zoho applications

Zoho CRM – A 360-degree view of your customer

Zoho CRM gives you a 360-degree view of your complete customer sales cycle and pipeline. Whichever industry sector you are in Zoho CRM is fully customisable to meet a huge range of requirements. Clareti have worked with clients to implement Zoho CRM in industries as diverse as restaurants, travel, manufacturing, technology, financial services, not-for-profit and healthcare.

There are already millions of users and there is no need to sign up for long and expensive support contracts. Support is available either from Clareti, Zoho directly or from a whole host of web resources and forums. Also remember that Zoho CRM is probably one of the lowest cost and highest functionality CRM solutions available and it can be widely integrated with applications such as Sage 50, Quickbooks, Microsoft Outlook, Google apps, MS Office and your website – pretty much anything really.

Zoho Campaigns - Reach and Engage Your Customers through email

Create, target, send and track effective email campaigns that help you build lasting relationships with your customers. Zoho Campaigns fully integrates with Zoho CRM and allows easy tracking of recipient activity, clicks and conversions. A/B campaigning is easy as is integration with Shopify, Survey Monkey other Zoho apps, Eventbright, Twitter and Facebook etc.

A fully featured campaigning package that has an easy to use drag-and-drop interface and unlimited, low-cost PAYG or monthly email plans. Campaign results are immediately available within Zoho CRM and the easy integration allows seamless operation between sales and marketing.

SalesIQ - See and have live conversations with your website visitors.

SalesIQ is a fascinating application that will allow you to dramatically increase your knowledge about how your customers use your website, allowing detailed lead scoring and interaction using a chat window.

It allows you to ‘see’ customers as they visit your website and selectively interact with them using the Zoho Chat window. These visits can be stored against their record in Zoho CRM and detailed lead scoring can be achieved in order to increase sales conversions through accessing insightful information on your customers. Use CRM data to prioritize your website visitors in real-time, receive customer focused alerts and drive targeted engagement with your potentially valuable customers. SalesIQ already has more than 70,000 users who are benefiting from new functionality and customer/website insight. Let us demonstrate it to you on our own website and you will be amazed.

Zoho Survey - Create unlimited online surveys

Gather opinions, analyse and collect data and make better decisions through use of Zoho Survey. Unlimited surveys can be created and either distributed to your customers through email or hosted on a website. Surveys can also be taken offline. There is an easy drag-and-drop editor, branching logic and you can include your own company branding. You can even use Surveys to gather specific information from your customers such as details of a sample request etc. All answers can be stored against the customer’s record in CRM when the two systems are integrated and survey forms can be resent to the customer to update fields when something changes, creating a dynamic way for customers to update their own records in CRM. You can even create automatic processes that will act on the answers to surveys!

Whatever kind of surveys you need or however you want to use them Zoho Surveys has the flexibility to deliver your requirements.

Zoho Desk – Customer service simplified

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day. Deliver Unmatched Customer Service Across Multiple Channels, Multiple Languages and Multiple Time Zones. The software pulls customer emails from an email ID and lists them in a single place. It allows a help desk operator to answer calls from customers and log them easily

It allows customer support executives to listen to and respond to customer feedback on social media, such as Facebook and Twitter. It will also automate escalation and approval and integrate with CRM and chat service. Zoho started its journey with this kind of software and Desk is the distillation of everything good from this heritage in an easy-to-use format that users rave about.

Zoho Mail - Take Control Of Your Inbox

Zoho mail is a secure, fully featured corporate email service (think equivalent of gmail) that provides a combination of a clean, ad-free, minimalist interface and powerful features geared for business and professional use – minus ads. Get up to 25 free mailboxes and experience a clean, fast webmail service with powerful features matching or superior to those found in desktop email clients

Take control of your Inbox and attain freedom from tedious software upgrades. And before you ask Zoho Mail integrates fully with Zoho CRM for hassle-free recording of all client email against their customer record. Zoho mail really is a breath of fresh air and allows a real alternative to the big guys!

Zoho Social - Actionable Insights For Social Media Marketing

Increase social media engagement with reports that help you smart-schedule your content and target the right audience. Build your social media presence with real-time monitoring and actionable insights to create better content. Create, schedule and deliver your content when your audience is more likely to see it. Reach the right audience at the right time. Smart suggestions help you decide when to publish your content. Zoho Social really has it all when you require a more intelligent way of social media marketing.

Zoho Forms – Forms for Mobile Teams

Zoho Forms allows you to build powerful online forms for data entry requirements by people who are at remote sites or where simplicity is key. Gather actionable data and complete your internal processes easily. Zoho Forms allows straightforward form design with a drag-and-drop editor and is extremely easy to use. Data is fed directly into Zoho CRM where immediate action can be taken such as sending quotes or shipping samples. The data is stored and can be updated at any time.

What our clients say:

“When we decided to move away from our previous (expensive) CRM system to the suite of Zoho applications, Clareti were able to provide excellent definition, implementation and support/training services for our staff. Despite some detailed data to transfer and new modules/applications required Clareti were never thrown by our requirements and we were thoroughly pleased with their services. We are now much more effective and focused as a team with regards to our sales opportunities and management of our sales team and customer quotation process”.

– Michael, Primelight Electrical –

Zoho Reports - Online reporting and business intelligence

Reports is a fully featured database analysis tool. You can use it to create insightful reports & dashboards and visually analyse all of your business information through the intuitive drag and drop interface; no IT help required! Reports can be easily shared online or with your colleagues or clients. You can collaboratively analyse and create reports with them online and upload any data, push data from any application and integrate Zoho Reports with any of your other Zoho apps. Detailed and full analysis of data becomes very straightforward allowing your IT people to concentrate on the really hard stuff.

Zoho Project – Online project management

Project is a comprehensive, online project management application already used by over a million people that helps you plan your work and keep track of project progress. It lets the people who are invited to take part in the project (including customers) communicate easily, discuss ideas and stay updated with the relevant and latest project activities. This not just lets you deliver quality results, but also ensures they are turned in on time.

Projects are planned with ease as is obtaining in-depth insight with detailed charts and analysis. Collaboration is seamless and all your documents are, at last, in one place, easing collaboration and ensuring that everyone is on the same page!

Zoho Invoice - Hassle-free Invoicing

Zoho Invoice is simple, intuitive invoicing software designed to help you craft the perfect invoice or estimate, You can track payments and get paid faster online and it integrates with Paypal, Worldpay (Sagepay), Stripe, Authorize.net and Braintree and of course all of the other Zoho applications like CRM.

The online invoices that you can send to your customers makes it extremely easy for them to pay you, increasing your cashflow and easing your customer’s lives. Automate reminders and auto-copy your accountant on all invoices and deal easily with credit notes, split payments etc. It really is that simple.

Zoho Books - Accounting Software for Growing Businesses

Zoho Books is a UK focused, intuitive, online accounting application designed for small businesses to manage their finances and to stay on top of their cash flow. It is simple and easy-to-use and helps you manage your business, the smart way! Manage expenses, automate payments and banking. Integrates with payment services such as PayPal and Worldpay (Sagepay). Work Smart and save time. Zoho Books will allow you to streamline your back office tasks such as expenses and organise all your transactions in a single place. It always remain up-to-date on your outstanding invoices and bills and you can manage all your projects in a single place tracking, adjusting and replenishing stock easily. You can also generate VAT reports in seconds and produce a whole range of useful reports that will help you manage your business.

Zoho applications are powerful & flexible, get in touch for a demonstration

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