Certified Zoho Consultants
• Strategically maximizing your CRM investment
• A clear and methodical client-centric approach
• Communicative, collaborative and consistent
• Strategically maximizing your CRM investment
• A clear and methodical client-centric approach
• Communicative, collaborative and consistent
If you need systems to support your product-led or sales-led strategy, generate analytics, or just need advice on how to maximize your Zoho investment, we’re here to help. Gloo has been adding clarity to our clients’ processes, clearly defining what they need and mapping that to Zoho since 2010.
Disparate systems? Lack of cohesive reporting or centralization? Expensive integrations? We want to know how you work, what your pain is and what you envision for the future of your business .
Read MoreYou love what Zoho has to offer but maybe you're able to use a fraction of all that functionality. You want more. We can help you get the most out of Zoho.
Data migration is where we make the transition from your current business system over to Zoho. Together we will formulate a plan to help you through it with ease.
This where we check over the new systems we have put in place with a fine toothed comb. We ensure your vision is complete and your business systems are where you want them to be.
Once testing is complete, we will customize Zoho training as you see fit. Off site or on site, we can train the trainer or train your end-users, administrator(s) and management.
We're always there to support you, during discovery, customization, training and go-live. We have a help desk ticketing system to keep things organized and to ensure nothing gets missed. You're in good hands.
“I chose to work with Lorin and Gloo because while others seemed to focus only on the technical aspects of Zoho CRM, Gloo's focus was clearly on our sales process and people first, to be followed by technology."
"Gloo's configuration, training, and support of Zoho CRM, Zoho Campaigns, and the integration between the two applications has helped streamline our email marketing campaigns to be very efficient. Gloo was instrumental in working with the Zoho CRM consultants to enhance the application so that we at head office can control the email marketing for all our geographically dispersed dealers."
"Gloo took a methodical approach to address our sales process, document management, training, and culture to redesign the infrastructure we had in place. Through improved data quality, reduced error potential, and automated document flow our accounting department gained about 16 labor-hours per week by reducing repetitive tasks and automated reporting."
"Over the past few years, Gloo's CRM configuration, training, and support of Zoho CRM, Zoho Mail, and Zoho Docs has helped us organize our business and become much more efficient with how we use our time. Their Zoho consultants helped us navigate through the options available to us to arrive at a solution that now allows us to locate everything we need to manage our customers - customer records, documents, email - all from one centralized and integrated interface."
"Gloo's ongoing support and flexibility have been key to our Zoho CRM Implementation and we look forward to continuing to work with them as we grow our sales force and enhance our business capabilities."
As a Certified Zoho Consultants, we offer premium professional services and support to help you get the most out of your CRM investment.