Zoho, Salesforce and Microsoft Dynamics 365 implementation, automation, integration and hardening.
Engagement
Fixed-scope project · 6–16 weeks, then AMC
What it is
We implement and improve core business systems. CRM on Zoho One, Zoho CRM Plus or Salesforce with lead-to-close automation, quotes, contracts and billing; HRMS on Microsoft Dynamics 365 from recruitment to offboarding; Oracle Fusion advisory; and BPMN process mapping with approval workflows.
Who it's for
Sales, HR and operations teams outgrowing spreadsheets or a poorly set-up system.
The outcome
One system of record per function, with processes automated end to end.
Step 1
Map
Document current and target processes in BPMN.
Step 2
Configure
Set up the platform and automation.
Step 3
Integrate
Connect telephony, email, finance and AI.
Step 4
Migrate and train
Load data and train users.
Yes. We start with a health check and a prioritised fix list.
Yes, for example call summaries, lead scoring and drafting.
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