Description
Phase-based Zoho One implementation including CRM MVP foundation, system architecture, and initial deployment.
Phase 1: CRM setup, data migration, field mapping
Phase 2: Operations system, workflows, automation
Phase 3: Analytics, dashboards, training, enhancements
What Gets Built
- Zoho CRM Setup — Leads, Contacts, and Deals aligned to sales process
- Data Migration — Structured migration from Zendesk and Zendesk Sell with field mapping and validation
- Conversion Pathways — Lead → Contact → Deal workflows with medium-level automation
- Access Architecture — User roles, permissions, and hierarchy aligned to team structure
- Testing & Validation — Data integrity checks ensuring a clean, reliable transition
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