How to Implement Zoho Successfully With A Consulting Partner in India - PowerPoint PPT Presentation

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How to Implement Zoho Successfully With A Consulting Partner in India

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In today’s day and age, many companies are seeking Zoho CRM partners in India who can help them make the most of the platform, especially when it comes to competing with cut-throat competition. In this blog, we’ve discussed certain steps you should adopt along with your Zoho consultant while implementing the Zoho software. For more info about Zoho CRM partners in India – PowerPoint PPT presentation

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Title: How to Implement Zoho Successfully With A Consulting Partner in India


1
How to Implement Zoho Successfully with A
consulting Partner in India
  • https//www.aarialife.com/blog/how-implement-zoho-
    successfully/

2
  • It goes without saying that the
    software-as-a-service (SaaS) market has grown
    exponentially in recent years. And, one software
    in particular that has gained serious popularity
    is Zoho. 
  • In todays day and age, many companies are
    seeking Zoho CRM partners in India who can help
    them make the most of the platform, especially
    when it comes to competing with cut-throat
    competition. 
  • This is because implementing the Zoho platform
    may not seem daunting, but it is a huge change
    for your company and it needs to be done
    perfectly. If you fail to create a proper
    strategy before starting the implementation
    process, theres a high probability that you will
    lose money and productivity. However, by
    partnering with a Zoho consultant, you will be
    able to avoid any issues and challenges and
    ensuring that the implementation is a success. 
  • In this blog, weve discussed certain steps you
    should adopt along with your Zoho consultant
    while implementing the Zoho software. 

3
1. Create An Entire Zoho Implementation Team
  • Zoho isnt just any software and you cannot
    afford to take the implementation lightly. Hence,
    you should create a Zoho team within your
    company. The team shouldnt be too big to avoid
    any management issues, however, it should capable
    enough to tackle any challenges and get the job
    done. An idea Zoho team should include the
    following 
  • Project Manager leads the entire
    implementation 
  • Application Developer customizes the system to
    match your requirement 
  • Application Analyst ensures proper data
    migration 
  • Heads of teams add their inputs in the process 
  • Consultant experts in the software 

4
2. Develop A Change Management Strategy
  • When it comes to a company-wide change, not every
    employee is going to be on-board. This can lead
    to some major challenges if not addressed early
    on in the process. Hence, you should consider
    developing a change management strategy to ensure
    a smooth transition.
  • The first step is to conduct an internal survey
    to identify where you will be facing maximum
    resistance. Next, inform your employees of the
    upcoming well in advance to ensure they are
    prepared. Ensure you tell them about the benefits
    of implementing Zoho and why you made the
    decision to make the switch. The most important
    step here is to ensure you give your employees
    the opportunity to provide feedback. As your
    employees are going to be using the software the
    most, they will have the most useful insights on
    how to better the process.

5
3. Train Your Employees
  • Many companies are so focused on implementing the
    software, they dont pay enough attention to the
    importance of training. If your employees are
    trained well in the process and how to use the
    software, regardless of how flawless your
    implementation is, Zoho will not be able to yield
    the results youre expecting. 
  • Its always recommended to follow a mix of
    various tactics, including face-to-face, virtual,
    individual and group training.

6
4. Test The Platform Before Going Live
  • Before rushing to launch the software, its
    always recommended to first conduct proper
    testing to ensure everything works well and your
    data is safe. Ideally, your IT team should
    conduct the testing on different systems and
    areas. If any issues are detected, your entire
    team should focus on getting is resolved as soon
    as possible to avoid any delays in the launch
    date. Ask your team to look for these common
    errors 
  • Functionality
  • Performance 
  • Usability 
  • Data quality 
  • Coversions 
  • Integration 
  • Reporting 
  • User acceptance 

7
This article is originally appeared on
  • https//www.aarialife.com/blog/how-implement-zoho-
    successfully/
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