WORK WITH THE BEST ZOHO SOLUTION PROVIDER
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OUR ZOHO EXPERTS ARE THE RIGHT FIT IF YOU ARE
Experiencing high growth and want to evaluate your technology platforms to support that growth.
Needing help to automate business processes and seamlessly integrate with legacy/proprietary software and your new CRM.
Wanting Zoho expert implementation recommendations for Zoho CRM to maximize your investment.
Wanting to leverage platform customization flexibility options to fit the solution to your individual business needs.
Ready to reduce customer frustration due to missed orders or the disconnect between internal departments.
Ready to unlock your data and make informed decisions based on it. Foster collaboration and teamwork based on access to relevant data & reports.
WHAT WE DO
MS Dynamics 365 Professional Services
Microsoft Dynamics 365 consulting, implementation, and integration.
A hands-on training framework that increases team productivity, cuts operational costs and leads to additional revenue generation.
“The Customerization team helped me create automations and new business processes that really streamlined my work.
I really thought this was going to be a long tedious process but they were finished way before I ever dreamed. Fast, friendly, effective, beyond your expectation work is what Customerization provides.
The result for all of the work so far is time back to me. These automations will save so much clerical time and effort that will be spent on making more money!"
DFW Camp Expo
“As we set up Zoho for our needs, we needed to build integrations and new modules to correctly capture, sort and link our data. Our reporting which we had previously set up took about 5 hours, and now with the Customerization optimization it only takes 15 min. The ROI on our time is outstanding!”
“My team loves working with Customerization. There is a high degree of trust between our teams. Customerization understood what we need right now, but also laid the foundation for growth and scalability. Their communication with our team is open and timely.”
Fiona Dixon, Head of Operations
“Customerization knows Zoho inside and out, and so they were never forcing a solution on us, but rather spent time truly understanding what we had built to date, and how they could create a solution with the desired outcome.”
“The Customerization team works as a true partner. They are focused on the end goal and outcome and have a ton of ideas on different ways to optimize your Zoho implementation.”
President and CEO
“We were looking for viable technology investment to support our sales teams, automate processes, and centralize data storage to boost our sales of optimized energy solutions.
Customerization listened to our needs and guided us to the best solution for our needs. The quick implementation and integration of Zoho CRM turned out to be a big-time savior!”
Altin Prela, CEO, Solar Power Act
“Our sales team loves Zoho! They now have a CRM customized with SMP’s sales pipeline and workflows that allows them to manage their leads, built-in dashboards to see how they are progressing with sales goals, and most importantly, insightful reports to see their customers’ buying habits. It is now possible for us to easily dive deep into sales data to make decisions that benefit our customers as well as define our sales strategy for the future.”
SMP Specialty Metal Products | Ultralift
Just around the corner, in Toronto. Speaking the same business language. Call us, see us in-person, solve problems over a call.
Decades of CRM, Business Applications and Cyber Security experience. In-house and on agency side.
Accurately priced services keep costs under control. Competitive pricing compared to alternatives.
We value your time, and ours too. The whole team is hands-on, no administrative resource waste.
PARTNER, NOT VENDOR
We focus on processes and solutions rather then software features. And deliver results you can trust.
ALL UNDER CONTROL
Dedicated project supervision at every stage. Scope it right, deliver on time and on budget.
WHY BUSINESSES NEED A ZOHO PARTNER LIKE US
Are you getting the most out of Zoho?
You selected ZOHO to take your business to the next level, envisioning a quantum leap in sales, information flowing freely through your organization, a smooth transition to an online business model.
What’s the most effective way to achieve your goals?
Fully utilizing ZOHO’s potential requires specific expertise. You need experienced professionals who know the ins and outs of ZOHO and can quickly handle any implementation – from the simplest to the most complex – from speedy CRM configuration to integration with your ERP system and data migration, to effective training and user adoption.
That’s where we come in.
As an authorized ZOHO partner, we specialize in maximizing your ZOHO utilization and effectiveness. Our skilled team leverages extensive experience and creative problem-solving to design and implement your entire project — guiding you along every step of the way, helping you make smart choices that empower your organization, mitigate risks, and ensure that your vision of ZOHO’s potential becomes a reality.
We look forward to partnering with you on your ZOHO journey.
An international marketing consultant with over 14 years of experience with start-up companies and corporates, I moved over to the business technology space to offer SMBs in Canada and beyond affordable Digital Transformation solutions.
Prior to Customerization, I was leading the B2B Product Marketing approach HSBC Bank Canada, and am especially proud of contributing to the launch of the ‘Business Banking’ proposition, a simplified and digitized banking solution for SMBs.
Before HSBC, I led the fintech start-up marketing team as Head of Global Marketing at Credorax, working closely with the sales, support, and product management teams and starting to get the glimpse of understanding the role of business technology in the overall company success.
CDAP Certified Advisor:
Zoho has a very reasonable price for the value it brings. It is considered one of the most economically feasible and feature-rich solutions in the business technology market.
You can pay per user per app or you can choose to use app bundles that are priced under one umbrella. The latter fits when your org uses more than one app (e.g., Recruit and CRM) or when you need to serve different LOBs (e. g., Sales, Marketing, Service, Project Management, Finance, etc.)
There are also additional plugins and connectors that are not included in the bundle price, and can be purchased separately (e.g., enhanced social media or e-commerce platform connectors). As your implementation partner, we would work with you to define what apps/ bundles/ add-ons you need to purchase for your specific case.
An example of the bundle pricing is the Zoho One bundle: https://www.zoho.com/one/pricing/
In short, no, you don’t need a developer every time you want to make changes to your Zoho system. Zoho has an intuitive interface, and users are able to perform basic changes like:
- adding or removing data fields
- activating and deactivating apps in Zoho app bundles
- playing with settings
- pulling reports
However, from our experience with many clients, here are some tried & tested tips:
- Go through Zoho User Training
- Use a Zoho partner (like Customerization) to build out the basic setup and configuration and establish a support relationship to partner with you for your future changes.
- When you’re customizing your system (which IS the point of configuring the system that fits your specific business needs and processes), you want to document each step and each change you make because changing stuff in one place can break something in another. Make small changes and test that everything still works; keep track of all your changes to reverse engineer if anything turns out differently than what you expected.
- Keep the system in the hands of one/ max two people who are responsible for it in the organization as part of their day-to-day job responsibilities. This should not be an afterthought system to manage.
That’s understandable. There’s a lot of information out there in the digital marketplace. Let’s review a couple scenarios and give you some guidelines to follow.
- You are already on Zoho, and you need to maximize its effectiveness. This can be adding a module, or even designing and implementing a complex solution. You already have requirements, but need help on timelines, pricing and implementation expectations.
In this case you can share the requirements with us and hop on a call with one of our experts and discuss your plans in detail. During that call we can share more about our implementation framework, processes and even provide you with a rough estimate for project implementation costs that you can expect to incur.
- You have the scope of work lined up, and Zoho made it to your final list of potential solutions. But, before you purchase the software, you’d like an extra set of eyes to review your plans and software to make sure you avoid any project pitfalls and make sure you are purchasing exactly what you need from Zoho.
Here we will follow a similar process. We will set up a call, you will share you requirements and plans as well as the open questions you have. We can then provide validation of your Zoho software purchase plans and provide the guidance you need to feel confident you are on track.
- You are still trying to decide between Zoho and a different system.
We are experts in Zoho and Microsoft Dynamics 365, so if those are your two systems that you are trying to decide between then, we can definitely help you with comparing these two solutions by guiding you through the pros and cons. We have a ton of experience helping clients pick the best system for their needs today as well as future proofing your purchase.
In the meanwhile, you can open a free Zoho trial account to test out the software and see how you like it.