Operations
Frequently Asked Questions (FAQ's)
Can’t find the answer to what you are looking for ?We have shared some of our most frequently asked questions to help you out !
General
How do CRM Masters work?
Below are the steps of how we work with clients:-
Step 1: Consultation.
Step 2: Implementation
Step 3: Customization
Step 4: Integration
Step 5: Training
Step 6: Data Migration
Step 7: Support
How do CRM Masters handle Data Security?
We do sign NDA with the clients.
What services do we offer?
We offer all the Zoho Suites & Applications (ZOHO One, CRM plus, FInance Plus, Marketing Plus, People Plus)
For Salesforce – Sales Cloud, Service Cloud, Marketing Cloud
Cloud Integration Services – AWS, Azure
Web Applications Development – PHP, Laravel, .Net Technology
Mobile Application Development – iOS, Android, Flutter
Infrastructure Services – AWS, Azure
What do we do in the Discovery Phase?
As the Client can not share the proper requirement documents to frame the idea, we evaluate the system to understand the Client’s Vision better.
Step 1: The Scope and Goals of the project are framed with the necessary steps to reach that vision.
Step 2: Analysis of GAPs in the previous System or Integrations which are done or could be done.
Step 3: Evaluate and eliminate all the potential risks at the outset so you’ll get exactly the solution you need.
Step 4: Estimation of Costs for Advance Enhancements
Step 5: Evaluation of the Future Goals or Roadmaps
Can we get a sample Vision Document?
Yes, we can share the sample but for the Discovery phase -The vision document is chargeable, not free.
How do we track time utilized in T&M engagement?
We can track it through the Project Management tools provided, be it either ZOHO Projects or any other Project Management tool requested by the clients. Daily Tasks and Timesheets are updated against every task allotted and Project assigned to the development team. The Project Manager takes care of each update,like the time spent on each project, screen time tracking, and other functionalities through which daily updates are tracked. As clients also have access to the portal, they can also track their progress.
If we get Support complimentary after implementation?
Yes, we do provide complimentary Support to each Client after the implementation.
Do we provide Support at a different time zone?
Yes, we provide Support in different time zones, as we have a delivery center in INDIA. But we also support IST/EST/PST.
If you use any project management tool?
Yes, we use ZOHO Project and Hub Stuff for the Project Management and can even use per the Client’s choice.
How soon can you start a project?
Yes, we use ZOHO Project and Hub Stuff for the Project Management and can even use per the Client’s choice.
Do we have a discount on monthly contracts?
Are you open to signing an NDA?
Where are we available and present?
Do you provide additional Support?
Which type of businesses have you worked with?
What are your general working hours?
Our typical working hours extend from 12:30 AM to 12:00 PM Eastern Standard Time (EST), ensuring flexibility to accommodate various time zones. We aim to cater to diverse schedules, offering support and services to our clients throughout this time frame.
- General Working Hour: 00:30 AM (EST) to 12:00 PM (EST) or From 7 AM (GMT) - 3 PM (GMT).
- Middle East: 6 PM Middle East time or 11 AM (IST) - 8 PM (IST)
Are you an ERP consultant?
With Zoho, we provide complete ERP solutions for every possible business function, from sales and marketing to inventory management and client portals. We offer it all!
Zoho CRM
How Much Does Zoho CRM Cost?
Zoho CRM offers various pricing plans to cater to different business needs. Keep in mind that prices may have changed, and I recommend checking the official Zoho CRM pricing website or contacting CRM Masters Infotech LLP directly for the most accurate and discounted price (info@crm-masters.com or chat with us)
Zoho CRM has multiple editions, which include:
- Standard Edition: It's for very small businesses or single-person companies. It comes with basic features like Leads, accounts, and contacts and is priced per user per month. This edition cant be customized like adding new fields or modules or automation.
- Professional Edition: Designed for growing businesses, this edition provides even more advanced features like adding custom fields, and integration options, and is priced per user per month.
- Enterprise Edition: Aimed at large enterprises, offering advanced CRM capabilities, customization options, and additional support. It is priced per user per month.
- Ultimate Edition: The most comprehensive plan with advanced analytics, automation, and additional support. It is priced per user per month.
Are you a Certified / Authorized Zoho CRM Consulting Partner / Reseller?
CRM Masters proudly holds the title of a Certified Zoho Premium Partner, showcasing seven years of expertise. We have successfully delivered top-quality, tailor-made CRM solutions to over 500 companies worldwide in multiple domains, spanning across the APAC, EMEA, and NAR regions. Our commitment is to provide exceptional services and customized solutions to meet the unique needs of our clients globally. We have worked in multiple domains -
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How long does it take to set up Zoho CRM?
The entire setup process, including integrations with Zoho CRM, Zoho Social, Zoho, and SalesIQ, typically takes around 3 to 4 weeks to ensure a comprehensive implementation.
For a faster and more efficient onboarding experience, we offer a basic onboarding package at a discounted price starting from $400. This package is designed to streamline the basic configuration process of Zoho CRM and capture workflow diagrams on the go, allowing you to quickly leverage the benefits of Zoho CRM for your business and understanding the platform. In the end, for customization, integration, and data migration, you can go for more comprehensive packages like dedicated monthly resources, 40 hrs. or 80 hrs. packages, etc.
What is our project management methodology
We adhere to the Agile Methodology in our project management approach. Emphasizing cross-functional collaboration and continual improvement, our Software Engineers conduct project demos for clients post-sprint development. Simultaneously, we seamlessly integrate change requests and development tasks for the upcoming sprint. Our dedicated development team at CRM Masters creates comprehensive business process flow charts, ER Diagrams, and documents, ensuring transparent communication and shared insights with our valued customers.
What do you provide in custom integration services?
Our custom integration services cover all Zoho products, WordPress, Shopify, Salesforce, and any cloud-based or custom-built systems enabling data exchange via API. Additionally, we offer complimentary consultancy on business optimization, addressing any gaps in inventory. We share best practices with our clients to proactively mitigate potential future inventory challenges.
What do we need to kick-start a project?
To kick-start a Zoho Implementation project, we recommend gathering essential information such as your specific business requirements, goals, and existing workflows. Additionally, access to relevant data and a clear understanding of integration needs, if any, would be beneficial. Our team will work closely with you to assess these details, ensuring a tailored approach that aligns seamlessly with your business objectives. Contact us to begin the collaborative journey towards implementing Zoho solutions tailored to your unique needs. Book a Meeting
What is Zoho CRM used for?
Zoho CRM is a cloud-based customer relationship management software that is used to manage sales, marketing, and customer support in a single system.
What is Zoho famous for?
Zoho Corporation is renowned for its suite of online productivity tools and business applications, designed to streamline operations and enhance efficiency for businesses of all sizes. Some key points include:
- Affordable Pricing
- Third-Party Integration
- Highly Customizable
- User-friendly Interface
- Strong Data Security
Is Zoho used by Amazon?
Yes, Amazon used Zoho to streamline their network in India.
What is the main purpose of Zoho?
Zoho's main purpose is to provide cloud-based software applications that help businesses manage customer relationships (CRM), streamline operations, enhance productivity, automate workflows, and manage finances and human resources effectively.
Is Zoho a startup or MNC?
Zoho is a multinational corporation. It was founded in 1996 and has since grown to become a global company with offices and operations in multiple countries.
What language does Zoho use?
Zoho uses Deluge as a scripting language primarily within its Zoho Creator platform. Deluge is designed specifically for Zoho applications and allows users to create custom workflows, automate tasks, and build applications without extensive programming knowledge.
What is Zoho CRM in Wikipedia?
Zoho CRM is an online customer relationship management software. It aims to help businesses manage their sales, marketing, customer support, and inventory in a single system. The customizable software offers features such as lead management, sales pipeline management, workflow automation, reporting, and analytics with other Zoho products and third-party applications.
What is a CRM tool used for?
The CRM tool organizes and tracks customer data, manages relationships, enhances communication, and streamlines processes for better decision-making and customer satisfaction.
Zoho One
What is Zoho One? And What Categories Are Included?
Zoho One is a suite of 45+ integrated enterprise-level applications offered by Zoho for various departments These applications cover a wide range of business needs such as customer relationship management (CRM), finance management, accounting solutions, human resource management, project management, and many more.
Some of the Categories include:
- SALES
- Marketing
- Operations
- Finance and Accounting
- Human Resources
- Project Management
- Customer Support
- Analytics and Reporting
- Communication and Collaboration
How Much Does the Zoho One Cost?
Zoho One prices are based on the number of users. As a Monthly subscription or yearly subscription fee. Where users get to choose from Flexible Employee Pricing (Users not Fixed) or All Employee Pricing (All employees on payroll).
Just enjoy the benefits of Zoho One & know more about Zoho One prices.
What Is the Difference Between Zoho and Zoho One?
Zoho provides a range of cloud-based applications and services for businesses. Zoho provides individual applications that can be used separately, including customer relationship management (CRM), accounting, project management, and more.
On the other hand, Zoho One is a comprehensive suite of 45+ different applications that Zoho offers. The application includes CRM, Books, People, Sales IQ, Campaigns, Desk, Projects, Writer, Payroll, Recruit, and much more. It helps businesses to streamline their process and improve their overall efficiency.
What Applications Are in Zoho One?
More than 45+ enterprise-level web tools are included in Zoho One to help you increase sales, market your company, handle your accounts, collaborate with coworkers and clients, and much more. The following applications of Zoho One are given below:
- Zoho CRM
- Zoho Books
- Zoho People
- Zoho Desk
- Zoho Campaigns
- Zoho Projects
If you want to read more all 45+ applications, Just click on the link and take benefits@
https://crm-masters.com/zoho-one-applications/
Is Zoho One a CRM?
Zoho One is not just a CRM but a comprehensive suite of integrated 45+ business applications that includes a CRM as one of its main components.
Is Zoho One an ERP?
Zoho One is an ERP (Enterprise Resource Planning) software suite but not a complete ERP system. It acts as an OS for the business and it is designed to help businesses manage and integrate their core business processes such as financial management, human resources, customer relationship management, supply chain management, project management, and more, all in one platform.
How Do I Upgrade Zoho CRM Plus to Zoho One?
Upgrading Zoho CRM Plus to Zoho One is very Easy. You can follow these simple steps for upgradation:
- Log in to your Zoho CRM Plus account.
- Go to the manage subscription under the profile option
- Choose the subscription plan that best fits your business needs.
- Follow the instructions to complete the payment and upgrade process.
- Once the upgrade is complete, you will have access to all the applications and features that are included in the Zoho One suite.
Do You Provide Training & Support for Zoho One Implementation?
Yes, CRM Masters provide user-based Training remotely for all the ZOHO ONE applications Implementation at a low and effective cost. Our Support charges are 25$/hour or Rs. 1,200/hr.
Is Zoho One Accounting Software?
Zoho One is not accounting software. It includes accounting applications as part of its suite of applications. Zoho Books is the accounting software offered by Zoho One, which allows businesses to manage their finances, including invoicing, expense tracking, inventory management, and more.
Is Zoho One cloud-based?
Yes, Zoho One is cloud-based as it works entirely on cloud software with a collection of 45+ applications that help businesses manage their work efficiently.
What are the benefits of Zoho One?
Zoho One offers a suite of 45+ applications which includes CRM, sales, marketing, customer support, finance, HR and more. There are many benefits of Zoho One but a few important ones are given below:-
- Increase operational efficiency
- Multi-Channel support
- Better Accountability
- Affordable Pricing
- Centralized Management
Zoho CRM Plus
What is included in Zoho CRM plus?
Zoho CRM Plus is a comprehensive suite of 9 applications designed to streamline customer relationship management and enhance overall business operations. It includes:-
- CRM:- For lead management, contact management, sales pipeline management and workflow automation.
- Campaigns:- For email marketing, social media marketing, and marketing automation to engage customers across various channels.
- Desk:- For helpdesk functions
- SalesIQ:- For real-time visitor tracking and live chat to engage website visitors and convert them into leads.
- Surveys:- For customer feedback and insights
- Social:- For social media marketing
- Analytics:- for unified insights
- SalesInbox:- for sales emails
- Projects:- To plan, track project management
What is the difference between Zoho CRM and Zoho CRM Plus?
Zoho CRM is a customer relationship management software that focuses on managing leads, contacts, accounts, sales pipelines and customer interactions.
Zoho CRM Plus is a comprehensive suite of 9 applications like CRM, Campaign, SalesIQ, Social etc. designed to enhance sales, marketing, and customer support operations.
How do I add users to Zoho CRM Plus?
To add a user in Zoho CRM Plus Firstly, Access the Admin Panel. By default, the Users tab will be chosen, and the Users page will appear on the right side of the screen. Press Add User.
How do I upgrade from Zoho CRM to CRM Plus?
To upgrade Zoho CRM to Zoho CRM Plus firstly,
- Find the profile icon in the top-right,
- Click Manage Subscription.
- Next, under Subscription Details on the Payments page,
- Choose the edition you want to change.
- Select Upgrade and click Proceed.
Zoho Implementation
Q1. Is Zoho CRM an affordable CRM software?
Our company considers Zoho CRM one of the best-in-class customer relationship management platforms, on par with Salesforce at a fraction of the cost.
Q2. Are you a Certified Zoho Implementation Partner?
Yes, we are a certified Premium Zoho Implementation Partner and can help you evaluate and assess different Zoho Products for your business.
Q3. Can I use Zoho to develop a mobile app?
If you are familiar with Zoho Creator, you can use it to create a mobile app using Deluge, Zoho's programming language. But if in any case, you are not, we are always ready to help you!
Q4. How much budget is needed for basic Zoho implementation?
It all depends on the level of complexity of the business process. We offer Zoho CRM basic configuration and jump-start packages as low as $400 with the predefined scope of work, training, and workflow documentation.
Q5. Do you provide support post-implementation? If yes, what is the approximate cost?
Certainly, we offer post-implementation support, adhering to industry best practices. Our current discounted support package starts as low as $50/month paid annually, ensuring your ongoing satisfaction and the continued success of your system.
Q6. Do you provide training post-implementation?
Absolutely, we offer comprehensive training sessions post-implementation to ensure our clients are well-equipped to maximize the benefits of our solutions. Additionally, we conduct ongoing demos during the development phase, showcasing progress after each sprint release. Our commitment is to empower our clients with the knowledge and tools needed for efficient utilization of our services.
Q7. Can Zoho integrate with email software?
Yes, Zoho integrates seamlessly with various email software, including Zoho Mail, Gmail, Outlook, and other popular email services. These integrations allow you to manage your emails, contacts, and calendar events directly within Zoho CRM, enhancing your productivity and communication efficiency.
Q8. Can QuickBooks integrate with Zoho?
Yes, QuickBooks can integrate with Zoho. This integration allows you to synchronize your financial data, such as invoices, expenses, and payments, between QuickBooks and Zoho CRM. It helps streamline your accounting processes, ensuring that your financial and customer data are always up-to-date and accurate.
Q9. Can Zoho integrate with MailChimp?
Yes, Zoho integrates with MailChimp. This integration enables you to sync your email marketing data, such as contact lists, campaigns, and email performance metrics, between MailChimp and Zoho CRM. It helps you manage your email marketing efforts more effectively and ensures that your customer data is consistent across platforms.
Zoho Creator
Q1. When to use Zoho Creator?
You can use Zoho Creator when you're looking to develop unique applications for your business operations, streamline workflows, enhance data management, and generate user-friendly forms and reports.
Q2. Can Zoho Creator be used offline?
Yes, Zoho Creator does support offline capabilities through its mobile apps. Users can access and work on their applications even when they are not connected to the internet.
Q3. What is the purpose of Zoho Creator?
The main purpose of Zoho Creator is to build custom applications for specific business requirements. Also, enables users to automate workflows, collect and manage data efficiently, create forms and reports and integrate with other Zoho applications.
Q4. What industries use Zoho Creator?
Zoho Creator is used by a wide range of companies across various industries including healthcare, education, manufacturing, IT services, real estate, and non-profits etc.
Q5. What is the Zoho Creator customer portal?
The Zoho Creator customer portal is a self-service platform where businesses can provide their customers with access to information, resources, and services. It allows businesses to build a customized portal tailored to their brand and customer needs.
Zoho Books/Inventory
Q1. What are Zoho Books used for?
Zoho Books is an online accounting software, used to take care of all accounting needs. The purpose of Zoho Books is to help businesses of all sizes with its numerous in-built features.
- You can optimize your receivables process for steady cash flow.
- Streamline invoice generation.
- Track payments effortlessly.
- Manage outstanding balances efficiently.
Q2. How do Zoho Books work?
It’s a single secure location to manage your company’s bills and invoices, reconcile bank statements, control spending, oversee projects, and eliminate sales tax compliance concerns.
Q3. How much Zoho Books cost?
We provide Zoho Books services starting from as low as $17.5/hr. with our cost-effective customizable services, you can manage your businesses’ financial management needs without worrying about the budget.
Q4. Is Zoho Books the same as Zoho inventory?
Ans. No, these both are different software but Zoho Books and Zoho Inventory are integrated by default as they both work together. As each sales order is created in Zoho Books, Zoho Inventory keeps track of every step along the way.
For example:- when you update about sale or purchase in Inventory it will be automatically updated in Books.
Q5. How to enable inventory add-on in Zoho Books?
Ans. To enable the Zoho Inventory add-on:
- Click the Gear icon and select Preferences.
- Under Zoho Inventory, check the "Would you like to enable Zoho Inventory modules in Zoho Books?" option.
- Click Enable.
Zoho Analytics
Q1. What is a workspace in Zoho Analytics?
Analytics workspaces allow you to create and access multiple analytics views. From an analytics workspace, you can configure and save custom views for future use. Each view appears as a tab, and you can create up to 20 views simultaneously.
Q2. What database does Zoho Analytics use?
Zoho Analytics allows you to import data from a wide range of relational databases, including MySQL, SQL Server, Oracle, PostgreSQL, MariaDB, Amazon Aurora, Pervasive SQL, Sybase, DB2, Exasol, Vertica, Actian Vector, Greenplum, Denodo, DB2-AS/400, MS Access, SQLite, Firebird, and JDBC Driver Supported Databases. You can import data stored in the local intranet (behind the firewall) or the private cloud.
Q3. How does Zoho Analytics work?
Zoho Analytics lets you predict future values and identify past and future trends in your data through a simple process, without the need to worry about underlying complexities.
Q4. How do I add data to Zoho Analytics?
Zoho Analytics offers multiple options to import your data from local files, web URLs, cloud drives (such as Google Spreadsheets and Google Docs), local or cloud databases, popular business applications, and custom applications into Zoho Analytics Workspaces for comprehensive analysis and reporting.
Follow these simple steps:
- Login into your Google Analytics account
- Click on “Admin” and then the “Property” column (where you want to import data)
- Then, click on “Data Import”, it will show you the data sets page.
- Create new to import your data or select the existing one.
Q5. Does Zoho Analytics store data?
Yes, Zoho Analytics stores your data securely. When you import data into Zoho Analytics, it is stored in Zoho's cloud servers, ensuring it is safe and accessible. Zoho Analytics also provides data backup and recovery options to protect your data against accidental loss. Additionally, robust security measures, including encryption and access controls, are in place to safeguard your data.
Q6 What is the maximum size of files that can be imported?
Currently, Zoho Analytics allows you to import files (CSV, TSV, XLS, HTML) with a maximum of 1,000,000 rows or a file size limit of 100 MB at a time using the Zoho Analytics user interface, restricting based on whichever condition is met first. For files exceeding 500,000 rows or 100 MB, it is recommended to use the Upload Agent for more efficient handling of large data loads.
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