Implementation of Zoho applications
Implement Zoho today and unlock the full potential of your business!
- Quick start : We offer fast implementation at a competitive price.
- Trusted Worldwide : Over 100 million people already work with Zoho.
- Powerful integration : Get access to over 50 integrated apps. We connect all your business applications with standard solutions or create custom integrations.
- Improve efficiency : Automate your business processes and increase your efficiency.
Zoho Implementation Tips: Before, During, and After Setup
Before setup
Keep it clear: short paths with clear goals
Choose manageable sprints: Formulate short, clear steps in which you do not include too many functionalities. This ensures that you can go through the development process faster, set up functionality efficiently and deliver quickly. When sprints have too many functions, the process quickly becomes confusing and complicated, which means that results take longer to achieve. Formulate clear conditions for a smooth implementationClear specifications: Make sure your requirements are formulated simply and clearly, so that you can easily translate them into the application. Unclear specifications lead to more time for analysis or, worse, to incorrect execution. This results in extra time for aftercare and corrections, which you can prevent by defining clear requirements in advance.
Determine the priority and impact on your business with your team
- Work within the standard capabilities : Use the standard options or customizable functionalities of the product as much as possible. Keep in mind that the complexity of your process can be a pitfall. The more you can standardize within the capabilities of the software, the easier and more efficient your processes can be automated.
- Advantages of standardization : Standard processes are user-friendly and easy to understand for all parties involved including stakeholders. Complex processes, on the other hand, are more difficult to manage, control and implement. Standardization also prevents dependency on customized solutions, which increases the flexibility and independence of your organization.
Document processes per department
- Map processes : document the most important processes within each department and document the existing workflows and applications. For example, how does the sales process work? How are requests handled and which tools are currently being used?
- Engage stakeholders : Identify the stakeholders involved and have a clear overview of the current process landscape. By bringing this information together, we can determine which Zoho applications are suitable to optimize and automate your processes.
During and after setup
Appoint a Zoho super admin
- The Role of a Super Admin : A Zoho Super Admin is someone within your organization who is both interested in the processes and willing to learn the ins and outs of Zoho. This person acts as a point of contact and support for the other users.
- Benefits : The superadmin maintains contact with Apora and ensures that your organization has the necessary knowledge in-house. This makes your organization less dependent on Apora and allows you to manage internal processes more efficiently.
Define Zoho terminology
- Clear definitions: Ensure clear definitions of terms within Zoho to avoid misunderstandings. For example:
- Lead : Someone who belongs to our target group.
- Opportunity (deal) : A sales opportunity with someone we have spoken to personally.
- Account and contact : Created once it is clear that there is interest in our products and we can do business.
- Result : With clearly defined terms, your teams can collaborate efficiently without confusion.
Define the Zoho fields
- Minimum data per module : After defining the concepts, determine per module which data fields are essential. For example:
- Lead : Phone number and email address are sufficient to make contact.
- Visit : When planning a visit, a full address is necessary.
- Efficient structure : A logical structure in Zoho, makes it easy to migrate data between modules without double entry. This increases data quality and minimizes errors.
