delveio consulting zoho authorized partner

Zoho CRM Consulting & Development

We’ll implement Zoho CRM around your sales process so your team actually uses it.

Zoho CRM Consultation

We start with a focused discovery workshop to document pipeline stages, entry and exit criteria, handoffs, data entities, and controls. We review lead to order and case to resolution end to end, quantify issues such as duplicate records, unclear ownership, approval delays, and SLA gaps, and link each to revenue impact and customer experience. From there, we prioritise a roadmap that separates quick wins from foundational changes. You receive a written solution brief that defines the target data model, automation and blueprint design, integration points, reporting and KPIs, roles and permissions, timeline, effort, and risk. It also sets acceptance criteria, owners, and checkpoints so progress is traceable and outcomes are measured with clarity.

Custom Zoho Development

We extend Zoho CRM when standard features don’t fit. That includes custom modules and fields, layouts, Blueprints, validation rules, and Deluge functions aligned to your data model, approvals, and SLAs. We build integrations through secure APIs and webhooks to your finance, support, marketing, and commerce systems, with error handling and audit logs. Every change follows a controlled lifecycle: solution design, sandbox build, peer review, automated and user testing, version control, documented deployment with rollback, and knowledge transfer. The result is a maintainable CRM foundation that performs at scale and adapts cleanly as your processes evolve.

Sales Force Automation

Process Management

Performance Management

Predictive Sales and Intelligence

Analytics

Marketing Automation

Multichannel

Sales enablement

Customization

Team Collaboration

Integrations

Our 5-Step Implementation Process

We start with discovery to map your pipeline, handoffs, data, and controls. From that, we produce a solution design that defines the target data model, automations, integrations, and reporting. Implementation runs in phased builds with sandbox testing, data migration, and change management. Your teams get role-based training, and we provide ongoing support with SLAs, monitoring, and continual improvements.

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Step 1. Discovery & Assessment

We meet your team, review pipeline stages, handoffs, fields, and reports. We trace a few real deals and cases from first touch to close to spot slow steps and broken data. Along the way we note owners, rules, and exceptions. By the end, you have a short list of issues and clear goals for the build.

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Step 2. Solution Design

The findings become a practical design: objects and fields, picklists, validations, assignment rules, approvals. Automations are tied to who does what and when. We outline integration points and the reports leaders need. The plan covers effort, sequence, and risks so everyone knows what happens next.

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Step 3. Implementation

Work starts in a sandbox with small, reviewable releases. We migrate your data in batches. Users test real scenarios and we fix what they find is missing. When it is ready, we schedule launch and keep a simple rollback path in reserve.

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Step 4. Training & Onboarding

Videos for guides or short, role-based sessions ensure your team knows how to use their Zoho instance. Admins get a handover on rules, fields, and logs so they can run the system without guesswork.

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Step 5. Support & Optimization

After launch, you get a clear channel for requests with response and resolution targets. Our ticket turnover times are enterprise level as we respond within 4 business hours. We also have the advantage of access to the direct Zoho Partner Support team.

Do You Need a Structured and Effective Sales Pipeline? Book a Free Process Assessment