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 to improve user adoption with support and training
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.
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.
