We believe that the number one success factor in building out an amazing business system on the Zoho platform is absolutely nailing the design of process and architecture. This streamlines development, speeding up delivery by ensuring that what is built is precisely what’s needed, with minimal revision.
Since Zoho is a customizable platform that is a combination of point-and-click configuration and low code scripting, the speed and efficiency of that work is largely determined by clear specifications that provide both what is to be done as well as the how and the why. The best Zoho developers can spend the least number of hours and minimize back and forth communication if sufficient time is spent up front.
Our Playbook approach puts the heavy lifting on the front end, shifting effort from development timelines to the initial design and specifications. This minimizes rework and speeds up delivery, allowing us to stay on time and budget much more often than the traditional approach of doing some initial planning and then filling in the details as the system is developed and reviewed.
A Playbook is an all-encompassing plan for a Zoho development project. It includes everything from background information to specific functionality to database design specifications to recommended warranty terms.
The Express Playbook is perfect for clients wanting to get started with Zoho CRM to keep track of prospects, customers, quotes, and automate some of your follow up process.
Plan out a CRM deployment so your team of five sales people can get quotes out faster, automate follow up reminders, track deals and automatically provide you with three key reports.
Architect a custom integration that will create customers and draft invoices in QuickBooks Online as a result of closing Deals in Zoho CRM.
Provide a plan for building a client portal so your customers can submit their requirements and automate the processes that your operations team uses to deliver results.
The Transformer Playbook is for project planning with broader requirements that will get into more than one of sales, marketing, and operations. We’ll work with you to come up with a plan where scale and efficiency are key.
Plan together how to handle incoming leads through your sales process, to operations for service delivery right through to requesting reviews after a job well done. Track everything in one place, with useful reports and metrics to run like a well oiled machine.
Your business quotes on products and services and needs better tools for scheduling, quoting, placing orders and seeing the project all the way through. Keeping on top of follow ups, approvals, inventory, invoicing, and delivery keeps everyone hoping and you know there’s a better way, you just need an executable plan.
Every so often, we work with a client who has a lot of process and has somehow managed to do very well with 42 different spreadsheets and a team where everyone spends 4+ hours per week creating reports and updating metrics. Your entire business runs this way and you know it’s holding you back.
Your business is the 42 spreadsheet business, with great processes, but need to move to a unified, central system where you can take advantage of automation and those reports can be created once and then distributed on schedules and embedded in dashboards.
You have 50 – 100 users on another system (e.g. SalesForce) with a lot of process and automation and are looking to move to Zoho to achieve a significant savings and need help making the transition.
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