Accelerating Success for Micro and Small Businesses
Over the last decade, I’ve implemented Zoho CRM for many micro and small businesses, and I've observed a clear pattern: the more engaged a client is in the implementation process, the greater the success rate and value they gain from their CRM system. My priority in working with small businesses is to involve them hands-on in the process. This approach creates a win-win situation—clients benefit from an affordable, professionally guided implementation with a fast turnaround, and we gain another success story.
Historically, we’ve applied agile methodology in system development, but for micro and small businesses, agile can sometimes be too complex. These businesses often have straightforward requirements and tight budgets, so the key to success here is simplicity. Our goal is to deliver the right solution quickly and efficiently, while empowering clients with the knowledge they need for ongoing success. This is why we’re excited to introduce our new service designed specifically for micro and small businesses: the Zoho CRM Jumpstart Service.
The Formula for Success
The Formula for Success
When you order a Big Mac from McDonald’s, you have a certain set of expectations, and McDonald’s is known for delivering on these consistently. It’s not about a “secret sauce”—it’s about a system refined through every possible scenario to deliver the same experience every time.
Drawing from my own experience of over 150 successful Zoho CRM implementations for micro and small businesses, I’ve identified four essential elements for success:
- Setting clear expectations through a smooth onboarding process.
- Building a straightforward, effective project plan.
- Providing comprehensive training on necessary functionalities.
- Conducting a post-implementation review after the MVP (Minimum Viable Product) is completed.
This is our formula for success, and we’re sharing it with you through our Zoho CRM Jumpstart Service.
Who Is This Service For?
Who Is This Service For?
This package isn’t for everyone. Even if you have a micro or small business, certain processes might be too complex to automate within a few weeks. For example, a solo solar consultant building a complete solar design and installation tracking system might not fit within this package's scope. However, businesses like coaching services, dietitians, digital agencies, freelancers, and tattoo shops can benefit greatly.
Here’s how to know if this package is right for you:
- Business Type: Service-based businesses are ideal, though product-based businesses may still benefit in case they have high price product (Like machinery) with little to no product customization.
- Size: Typically for micro to small businesses with 1-3 employees.
- Resources: A willingness to participate actively in the implementation and a preference for a low-cost option over a “done-for-you” solution.
What’s Included in This Package?
What’s Included in This Package?
Our implementation follows a clear 7-step process:
- Onboarding Session: We introduce Zoho One and its applications, explain the benefits of each app, and discuss how they can integrate to deliver the necessary functions for your business.
- Business Requirements Gathering: In this session, we review your business processes and goals. You might even give us a “reverse demo” to walk us through each step of your operations and highlight what you want to achieve.
- Implementation Plan Preparation: Within a few days, we’ll prepare a project plan, including an ER (Entity Relationship) Diagram, Workflow Diagram, custom fields, and a basic automation guide.
- Training Sessions: We conduct 2-3 live, customized training sessions tailored to your specific use case. We’ll share recordings so you can revisit them anytime.
- Implementation and Configuration: You’ll begin building your own system, typically requiring 10-25 hours over 1-2 weeks.
- Support Portal Access: During implementation, you’ll have access to our support portal to answer any questions you may have.
- Post-Implementation Review: Once your MVP is ready, we’ll conduct a review session to assess the system and discuss future optimizations.
Affordable and Risk-Free!
Affordable and Risk-Free!
We launch one cohort per month. If you’re undecided but want to secure a spot, we offer a full refund upon request before your onboarding session or within 30 days, whichever comes first—no questions asked. We’ve kept this simple with a fixed, one-time fee of $699.
As Zoho advocates, CRM implementation is central to our mission. Our goal is to make your implementation journey as smooth as possible. Ready to take the next step? Book a free 20-minute discovery call with me, and if you’re prepared to move forward, you can subscribe to our service Here.
Happy Digital Transformation Journey!