This course saves you thousands!

• Set a solid foundation for your business from the start
• Avoid time consuming and costly rework
• Lower cost than a done for you implementation or getting it wrong on your own
• Get the skills to customize and manage the platform without having to use a developer every time
• Lifetime access to training materials

Want to save time and impress clients with a seamless customer experience, from sales to project completion? Learn how Relevate can help you to create more efficient running procedures with our guided Zoho One implementation program! 

Sales and Marketing software that saves time and improves customer experience

Having great CRM software can dramatically improve both your customer experience as well as streamlining processes within your business to help it to run more efficiently, saving you time and money. At Relevate, we understand the importance of straightforward, cohesive software that is user-friendly, so we have launched a guided implementation program to help you to customise your CRM software and get expert advice while you set it up to ensure that you’re maximizing its potential for your business. We’ll be with you every step of the way to get the software up and running and to ensure that you understand every facet of the software and how it can improve your business.  

Key benefits of Relevate’s guided CRM implementation program: 

• Better efficiency: Save time and money with smarter processes. 
• Build the right CRM set-up the first time: Don’t waste time and money backtracking to adjust software that doesn’t work the way you want it to. 
• Unlock additional value in your business: Customised CRM software will allow you to keep detailed customer data, allowing you to optimize your sales and marketing processes. 
• Discover new opportunities and capabilities: With our guidance you can become an expert in your own CRM software, allowing you to use it to its full potential for your business. 

Get one-to-one expert advice to guide you through setting up your own platform

So how does Relevate’s guided Zoho CRM implementation program work? Our experts will guide you through the step-by-step process of setting up a CRM system that is customized to suit your business needs. Having experts on hand will allow you to learn the ins and outs of the software and to build it to your specifications the first time, rather than having to waste time and money backtracking and making clunky alterations. 

Discover easy to use software with customisable features

You don’t need to be a techspert! That’s exactly why a guided program is the perfect way to introduce a customised CRM system into your business – a guided program ensures that you are hands-on during the implementation process. This means that you will understand the system better and can ensure that it’s perfectly tailored to your business. A streamlined CRM system can make a dramatic difference to how you store and process customer data. This program is designed to guide you through the process of implementing a CRM system that is specifically created to work for your business. Our experts will be with you every step of the way, with the objective being that by the end of the course you will have a customised CRM system in place and a comprehensive understanding of how to use it to it to your advantage as your business grows. 

Key features of the guided CRM implementation program: 

• Five two-hour guided training and implementation sessions for up to five participants.
• Unlimited access to recordings, materials, and content. 
• DKIM and SPF record set-up so that your platform emails go to your designated inbox. 
• Eight hours of expert support. 
• Access to the Relevate knowledgebase and community network. 

So, why choose Relevate’s guided CRM implementation program?

Many businesses choose to use prebuilt CRM software, but a guided implementation program can yield better results because it allows the client to work with an expert to tailor the software specifically to their business and to ensure they have a comprehensive understanding of how to implement the software. Clients that use the guided CRM implementation program often find they get more out of the software and achieve more transformative results because they understand it better that clients who opt for pre-built CRM systems.  

See what others have said:

Here’s what clients say about Relevate’s guided CRM implementation program

“It’s a game changer really, [the guided implementation program] has made a significant change to our business – it has streamlined and automated things that were very manual and when they’re manual the problem is that it’s the first thing that stops happening when you get busy.” SECMON1 Director

Christopher McNaughton

Book a call

Want to learn more? Contact the team at Relevate to find out how our guided CRM implementation program could benefit your business!