Zoho Customization  Services

Our experts offer best ZOHO customization services, optimize it and let you focus on user adoption to maximize efficient use of the application.

Zoho Customization Services

Not all businesses are the same, while Zoho as a platform caters to various verticals what our customization experts help you is customizing the application to suite your business needs. Be it, customizing layouts, fields, reports within Zoho or integrating Zoho with other applications we have a team who is ready to help.

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Zoho customization services

Zoho CRM+

Zoho CRM helps you discover the “C” in the CRM. As we all know the C stands for the customer and right from identifying the lead to converting it into a customer it gives you a 360 degree view of your customer across all touchpoints. Weather you are a sales person, marketing or customer support you will see what you need to and the customer gets a seamless experience for companies using Zoho.

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Zoho CRM Customization

Zoho offers Various tools and options to help you make and build a system that allows you to input your “secret sauce” into your business. Zoho offers various options and tools customize and personalize the system to your liking. See below;-

Multi-page Layouts:-

Manage multiple products, teams and geographical situations with custom and personalized layouts that enable your Sales teams to thrive.  One can use fields, links, and buttons to get everything one needs to design your own layouts as well as unique quick create pages, business card views, and related lists for each new process.

Custom Components

Every so often there is a business requirement that does not fit in out of the box functions. For all such needs, Zoho allows you to customize with the fields you need to broaden the types of information that you can store.

zoho crm customization

Conditional Fields

When there are multiple options to choose amongst products, Zoho makes it easier with Conditional Fields in Zoho CRM, you can make filling out forms easy. The only fields the user works with are ones they select, resulting in a faster, clutter-free experience for your sales team.

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Validation Rules

We’re sure you agree that the kind of data that enters your system will ultimately impact your business results. Zoho CRM provides validations tools to ensure that the right information enters your system with condition checks across multiple criteria that are specific to your industry and needs.

zoho crm customization

Views and Filters

We’re all used to seeing our data in a certain way that qualifies as information to our brain. Zoho provides you with the ability to build custom views with advanced filters to so you can cut through the data noise and focus on areas and opportunities that really matter

zoho crm views and filters

Custom Functions

With all the customization flexibility, there is always a possibility that somethings just weren’t envisioned and at such times you can use Zoho’s low-code scripting tools, you can build functions that execute complex business processes. Functions allow you to pull information that’s spread across multiple applications, like ERPs, accounting, and order management software, into Zoho CRM.

zoho custom functions

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Not Just Config. Training Too.

Detailed and proven training methodologies to help you succeed at each level. Tiered training program – Induction, Advanced and reinforcement to ensure total user adoption.

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