Current Zoho CRM Customers

Your organization might have purchased a Zoho CRM subscription 2 months ago or 2 years ago. However, you have that feeling that you aren’t getting the most out of what the system can offer. It has a lot of features, and you want to increase your adoption.

This is where we come in! Having a dedicated administrator means that you have an expert that stays on top of not only CRM trends, but also aligns to your business priorities as an extension of your organization.

Overwhelmed?

Low Adoption?

Need Expertise?

Zoho CRM Admin Outsourcing

As a Zoho specialist, Premier BPO LLC helps Zoho customers like you manage Zoho CRM by assigning a dedicated administrator responsible for your organization. The Zoho admin service allows you to have a specialized and trained resource that makes it their job to know Zoho CRM inside and out, and specific to your needs.

Zoho Specialist

Dedicated Admin

Trained Resource

Your Zoho CRM expert will be responsible for

Being the primary admin for Zoho CRM

Being aware of latest updates and changes to
Zoho by reviewing blogs and forums

Helping to improve user adoption with support and training

Advising your leadership team on how to make the most of all the features offered by Zoho CRM

Ensuring the effective and efficient utility of CRM

Helping with the running of reports

Why Use Premier BPO LLC to Outsource Your Zoho CRM Admin

Outsourcing Expertise

Premier BPO LLC was founded in 2003 and has only been providing outsourcing services. We’ve developed processes based on our management team’s experience in the industry and evolved it over time. We look for long-term relationships with customers. We’ve also received industry awards and recognition across the globe.

Dedicated Admin

You’ll get a dedicated Zoho CRM admin instead of having to deal with a pool of shared resources. Many outsourcing companies will put small customers into a shared services model so each time you contact them, you might get a different person that isn’t familiar with your business, your processes, or your people. With Premier BPO LLC, you will have a dedicated admin that you can always go to and know that they understand your business, your industry, your processes and policies.

We’re a Zoho Client Ourselves

We use Zoho ourselves! Over the years, we’ve been working with Zoho and understand its evolution. We trust the product and believe in it when we go out and support our customers. We understand the interaction of different departments, the needs of management for reporting and how sales uses the tool. This means that we can also provide you with best practices and guidance.

Zoho CRM Admin Services

Over the years, we have been providing CRM Admin services and find that most customers want  to have an easy to understand package. We will customize our services to suit your needs. Below is an example of service levels we offer for Zoho CRM admin outsourcing. If you have other ideas, let’s talk!

CRM Services Basic Service Plan Prime Service Plan
Basic CRM Setup
Leads
Account
Contact
Opportunities
Custom field setup – Optimization of business Process and field
Macro – Setting up Marco for routine tasks and automation
Business Analytics
Standard Reports
Scheduled Reports
Custom Dashboard and Reports
Custom Email Template to reach your Potential Customer
Workflow Management
Data Administration – creating, verifying and esnuring data integrity
Data Import, export migraton of Zoho CRM, monitoring data storage
Automation – Workflow procedures, alerts, task, approval process, field updates notification in advance etc.
Integrations – CRM Integration with Zoho, Zoho project for 360 degree of customer account
Live User Training
Documentation of Training Materials
Custom Module Setup – Setting up of new module based on the unique business requriements and integration with CRM
Sales Process Mapping – Quote, Sales Order, Purchase Order Invoice
Complete Zoho Administration and Management

While these levels may give you an idea of the type of service you are looking for, we are happy to customize the service for you as well because you will have a dedicated CRM admin. This will allow you to determine how they can best serve your organization.

For example, in the past we provided “Concierge Services” so that a salesperson driving back from a sales call could call the CRM Desk and dictate their notes from the call. The CRM Desk would then take the information and create an Opportunity in the system. This would save the salesperson time and give management instant visibility and detailed reporting.

Contact us to discuss your needs further and we’d be happy to explore how our admin service can help you make better use of Zoho CRM.

We’re waiting for your call

Contact us: (931) 551-8888

Looking for Premium BPO LLC Services ?