The right business software, implemented in the right way will improve the success and scalability of your business!

It’s not just about installing another piece of software, its about fundamentally changing the way your small business works to be more scalable, more efficient, more profitable and more competitive. Tap into the skills you need to accelerate your business success with Zoho.

View our Success Coaches | Book an initial online consultation.

Book an Initial online meeting - FOC
Tell us about your business, its challenges and goals. We will talk to you about Zoho and, if relevant, the alternative cloud business, CRM and ERP solutions we offer. During this initial meeting our primary goal will be to understand your business needs, timescales, budget and establish which product might  be the best solution for your business. We'll then send you a business level questionnaire, prior to scheduling product walk-through

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Walk-through Consultation- FOC
Using the completed questionnaire, we carry out an internal review to go through your needs, challenges and goals. This is followed by a 60-120 minute on-line tailored product walkthrough/demonstration. We’ll demonstrate the relevant software functionality and answer any questions you have. At the end of the meeting we will explain the installation options we offer and agree the next steps which are put in writing.

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Track One. For Micro Businesses choosing Zoho.
(1 - 9 users and/or £1k - £9K budgets)  
Best for businesses who have an internal product champion assigned to work with your Zoho Coach/Consultant. Offers a cost-effective and Agile Zoho Quick-start installation service with guidance to help you optimise your marketing, sales, operations and finance functions with Zoho.

Kick-Off and Documentation Plan
We follow up the initial consultation with a planning session where we get more detailed with specific features and requirements. We produce a tailored action plan covering  where we’ll start, what you need to learn and do and itemise the costs. We’ll also highlight any areas that may require custom development.

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Getting Started - FOC
Set-up your Zoho Trial software and create an account to access  our guides, courses, tools and templates .

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Getting Started - FOC
Set-up your Zoho Trial software and create an account to access  our guides, courses, tools and templates .

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Configuring and setting up Zoho
You product champion will work with our Zoho Consultants and implementation team who will help you with the set-up of your Zoho modules. Work tasks are always quoted before being completed. Or, if you prefer you can agree a set number of hours or even a monthly retainer  (its like having your own part-time employee)

Fixed price quick start module Set-up
We have a quick start methodology where  standard Zoho module set-up is taken care of care of for you.  e.g CRM data import and set-up with a process for better leads and sales management plus email, security and reporting. All our quick start set-ups are competitively priced so this is a great option for customers who want to leave the set-up to Zoho professional.

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Track Two.  Your Zoho or Odoo installation is completed using our standard installation.  **Recommended for businesses with a larger team and budgets between £10K - £100K+. Phased implementation plan covering discovery, Gap Analysis, ROI calculations,  user training, development and go-live at end of each phase.

Detailed module Walk-though and outline plan
The detailed product walk-through lets our product experts show you specific functionality to ensure good fit. We will then prepare an plan with costs for the discovery phase for your consideration.

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Needs Analysis and Discovery Phase
Discovery  phase is where we define the detailed requirements and go through all your business processes. Gap Analysis and ROI calculation gives you the option to decide what features will enter in your implementation plan at what stage. All costs are itemised.

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Proof of Concept and Phased Project Plan
Complete a proof of concept to verify suitability. Our software implementation team develops the project plan with you to ensure correct planning & documentation is agreed to avoid any future issues.

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Installation and Training
As we implement the solution, we train your team members to have hands-on-experience and get well versed with the new unified system.

For any agreed customisations and integrations, we will complete the third-party integrations to existing software and develop and roll-out all customisations

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Go Live
We help you to go live with your new software successfully and during this process we provide all the support and hand-holding required.

Once live you can access ongoing support (Various support options are available to suit your individual business needs)

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David Egerton is a co-founder of Streamwork Digital and a UK Sales consultant for Target Integration, covering London, Home Counties and Bedfordshire. ** For more complex and enterprise sales, you will work with David as your sales consultant and be a customer of Target Integration who's skilled team of over 80 employees will provide the expertise and support across a range of CRM and ERP solutions.

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Learn more about Target Integration.