|
BRONZE |
SILVER |
OR |
Number of users |
1 to 3 |
Up to 12 |
Up to 12 |
Zoho CRM goes online |
✔ |
✔ |
✔ |
Initial meeting – Needs analysis |
✔ |
✔ |
✔ |
Personalization of the database (Prospects, Accounts, Contacts, opportunities and activities) |
✔ |
✔ |
✔ |
Access configuration according to the profile and role of each user |
✔ |
✔ |
✔ |
Basic training (overview of Prospects, Accounts, Contacts modules) |
✔ |
✔ |
✔ |
Creation of 5 reports of your choice |
✔ |
✔ |
✔ |
Dashboard customization |
✔ |
✔ |
✔ |
Creation of three workflows |
✔ |
✔ |
✔ |
Creation of two forms linked to your website to feed your Zoho CRM database automatically |
✔ |
✔ |
✔ |
Follow-up after commissioning for a period of 30 days |
✔ |
✔ |
✔ |
Zoho Corp. Email Technical Support. |
✔ |
✔ |
✔ |
Creation of 5 additional reports of your choice |
✖ |
✔ |
✔ |
Advanced customization of the database for three other modules of your choice (example: Suppliers, Orders, Tickets) |
✖ |
✔ |
✔ |
Intermediate training (reports, dashboard, and workflow) |
✖ |
✔ |
✔ |
Data conversion * |
✖ |
✔ |
✔ |
Technical assistance by email or telephone (8 hour block over 12 months) |
✖ |
✖ |
✔ |
Package price |
Contact us |
Contact us |
Contact us |