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Zoho CRM Implementation

CRM - Customer Relationship Management

According to Wikipedia

Customer relationship management (CRM) is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information.

CRM systems compile data from a range of different communication channels, including a company’s website, telephone, email, live chat, marketing materials and more recently, social media. 

They allow businesses to learn more about their target audiences and how to best cater for their needs, thus retaining customers and driving sales growth. CRM may be used with past, present or potential customers. 

Emerging Trends in CRM


Customer Centricity

“Customer Centricity” has been the guiding principle to businesses in how they relate to their customers. This has not changed much over a period of time. What has changed is the power in the hands of the customer in how they approach & relate to businesses.


Access to information

In this age of information explosion, any meaningful contact from the prospective customer is initiated only after a thorough analysis of publicly available information from multiple sources.


Customer Connect

Customers would like to connect with the business (both pre as well as post-purchase phase) through multiple channels. Social media have become more powerful than what businesses may like to believe in.


Customer Experience

Customer retention is based on expected customer experience irrespective of touchpoint with the business. Business processes need to be defined and executed in a way that a similar set of customer experience is presented to the customer irrespective of the channels used by the customer to interact with the business.


Data Analytics

Customer behavior or what drives them is often hidden in piles of data from POS terminals or call logs or web analytics. Businesses that can decode what drives the customers to purchase their goods or services will be in a better position to attract and retain more profitable customers.


Process Automation

It is important to digitize and automate all the processes facing the stakeholders of the organization viz. Customers, Employees, Channel, Government, etc. Process automation will enable the organization to interact, respond, and serve all the stakeholders effectively.

Our CRM Advisory Services

We consult businesses about creating and maintaining profitable customer relationships and building superior brand value to foster greater customer satisfaction and loyalty. 

Sanver E-Solutions has a decade-long experience in CRM Consulting & Implementation for Indian as well as overseas clients. We have implemented SugarCRM (Open Source & Professional Edition), SalesForce, and SuiteCRM.

CRM Consulting

We undertake a 360-degree assessment of the client’s business approach towards customer-centricity and employee experience. We execute automation and digitization of processes facing the customer, the employees, and the channel partners. 

We focus on a range of industries, that includes Agriculture, Retail, Sports, BFSI, Supply Chain, & others.

Zoho Corporation

Zoho is an Indian multinational company that specialises in software development, cloud computing, and web-based business tools. It is best known for Zoho Office suite. The company has a presence in seven locations with its global headquarters in Chennai, India; and corporate headquarters in Pleasanton, California.

Zoho CRM has been included in multiple Gartner’s Magic Quadrants since 2011.

Zoho CRM


We use Agile Methodology and work with Zoho Projects.

Zoho One can cater to a range of business automation needs on an “out of box” basis. This also speeds up the implementation rollout process. Zoho goes beyond just being a customer-facing CRM tool. That is why Zoho One is referred to as “The Operating System for Business”.

We are Zoho Authorised Consulting and Implementation Partner. We implement Zoho CRM for clients in India and in other parts of the world. We focus on user adoption and on ROI for the business. Our implementations go live in weeks and in months; not in years.


Business Process Mapping

Our consultants discuss your company’s current business model and operational challenges. 


Gap Analysis

We map the gaps between your business process against the Zoho CRM functionality and create a implementation roadmap document.


Zoho CRM Setup

We setup, configure and integrate the apps to seamlessly work with each other.


Data Migration

Quite often, companies are using legacy systems. Hence migrating legacy data to Zoho CRM becomes a necessity.



This involves making changes in data entry fields and process flows. We try to keep it to the minimum unless it is badly needed.



Integrations can be as simple as Email integration. It can also involve API integration with a range of thrid party tools.



Testing ensures that the system is free of bugs and logic glitches. UAT ensures client gets what they asked for.



An important step before the system goes live. Custom training programs help the admins and different user groups to learn the new system.


Go live

The system is made available to the users. Normallly AMC kicks in where the implementor provide paid assistance to admins and users.

Contact us for free Zoho CRM demo.

Call Aditya Singh +91-9820401284 or Email for a prompt reply.