Discovery Process: We have a proven process for identifying the issues within a business and where a CRM solution can help. We’ll take you through that process and recommend a set of options, then implement your chosen option. We will be with you every step of the way.
How are we going to do it? Keep reading.
Our famous discovery process consists of 60 questions refined over time designed to get you thinking in different ways about your business. Ultimately we’re looking for things like the following:
Once we have this information we can begin to move onto phase two.
This isn’t a copy and paste job. We write each report completely from scratch.
This will be a purpose written report detailing critical points for the above key markers. Once we’re done, with our in-depth knowledge of almost every Zoho suite of applications and third partly integartions (if required) we architect a solution.
We’ll talk with you at length about the different possibilities and the pros and cons of each until you reach a decision. Once you do, we move to phase three.
It’s at this point, we get you set up with your new system Zoho One. We’ll deal with internal training, setup, data import and everything you need to get up and running.
In consultation with you, we’ll choose a launch date. This will be the day you switch from your old way of doing things to the new way of doing things. All your staff will be briefed and everyone will be excited about the change.
Training will be individual to department as the features we’ll need to show them will differ from team to team.
I’ll keep this brief because frankly, we’re like Zoho One hitmen. We get in, make sure everything is customized, integrated according to you business needs efficiently and let you get back to work. Yes, we wont leave you there, we will prove ongoing optimization support and literally chase your team to leverage most out of Zoho One.
Too much mucking about is detrimental to your business so we keep it short and sweet.
Here’s a quick rundown of the order of events.
A meeting where we ask you 60+ questions about your business. Your answers will formulate your report.
Your report consists of our recommendations based on your current situation. It'll be presented in this format.
We arrange a call to discuss the pros and cons of each option and go over the pricing.
You make a decision.
With our instruction, we'll get you to sign up to your chosen software and set up billing. We'll take over from there.
This could be several phone interviews with various team members to gather all the information we need. We'll have the basics from our Discovery Session but we might need a deeper understanding in some areas.
Using the information we now have, we get to work importing your data and setting up the software we recommend you.
We'll have a call with you to work out who needs to see what. This is where we'll decide who's in what training session. We'll then plan out each session.
We'll come into your offices and deliver the training. We'll stay to answer whatever questions people have and brief them on exactly what will happen on Switchover Day.
Everything is set up, everyone knows how to use it. Off you go. Of course, give us a call if you get stuck.
Mark runs a solar panel installation business. His time is spent somewhere between sales, shipping and ordering. He’s on the road a lot, as are his sales team.
Their business essentially ran almost entirely from spreadsheets. They had spreadsheets for everything. Mark got in touch after missing out on a deal because he wasn’t reminded to follow up.
We went in, had a look, asked a bunch of questions and determined what was required. We presened our solution which Mark agreed with and asked us to implement it.
A few weeks later, we had them working with zoho one having trained their team and worked with their sales team to get things exactly as they wanted them.
“Hi, I wanted to write this message because it’s not often you come across a company that just does what they say they will.
They said they’d come in, talk to us and make some recommendations and implement them. They did exactly that, but what’s impressed me more is the results internally since.
We’ve closed deals considerably faster than we were before. The amount of leads that are going quiet is significantly less and the other departments all know where to go for information.
For the first time ever, everyone’s singing from the same hymn sheet. It’s magical and I’m super grateful.”
– Mark, JKW Solar Energies
Simple Pricing Model: 30$ / Hour
Once we have clearly defined requirements, then we can estimate the time it takes to build the same and provide you a Fixed Price Quote along with the fastest delivery schedule. The specifications and delivery schedule are clearly specified in the contract. Pricing is estimated per hour and this is a great option if you are working within planned budgets and timelines.
“Working with Susheel has changed our business and my life personally. 10xBiz team’s expertise in most of zoho suite of products and consulting knowledge saved us $10,000+. In addition, they had us up and running in a matter of weeks.
– Gautham Jain – Leo Global
It goes without saying that we’d love to get started and have you onboard as a client. As with everything in our business, we make things as simple as possible.
Just so you know, these are the next steps:
We can’t wait to start getting results for you as quick as possible to reiterate that you made the right decision.