Guided Zoho CRM Implementation

With more than 8000 products on the market and growing, chances are that you have a ton of questions:

  • which one is right for me?
  • which one will my team actually use?
  • where do I start when it comes to implementation?
  • how quickly can I start getting the benefits?
  • what happens if I get it wrong?

At Relevate we help you select and implement a range of business technologies such as CRM, ERP, Marketing Automation and a range of operational platforms.

Get a full 365-degree view of your customer, grow your business and keep your new and existing customers coming back for more.

Book a call with one of our CRM experts now.

Zoho CRM for Half of the Cost 

Are you tired of spending hours manually entering data into your system only to find errors or duplicates? You need this training!

Our programme teaches you how to organise and prepare data for import. We'll also show you how to map your system's data flow for a smooth transfer.

This will help you to:

Be more efficient

Get set up right the first time

Unlock additional value in your business

Discover new capabilities

Join our learning academy and take your business to the next level with FREE courses that help you make the most of your tech stack.

What You Get

5 X 2 hour guided training and implementation sessions for up to 5 participants.

Access to recordings, materials, and content to help you along

DKIM and SPF record set up so that your platform emails go to the inbox

8 Support hours

Access to the knowledgebase and community

Or whether you are interested in seeing how you can:

Save hours of work by using business automation, 

Follow up with customers and nurture them to be great customers with marketing automation

Make your life easy when sending out an EDM (Electronic Direct Mail – A.K.A. Newsletter)

Getting your back-end processes to run more efficiently

Backing up your data and allowing you to work in the cloud from anywhere with virtual desktops

300%


Percentage increase in sales conversion rates with CRM. 

28


5 star reviews on Google.

86%


Percentage of customers that will pay more for a better customer experience.

Implementing a Growth-Optimised CRM System: Superyachts 153°

Whether your business is just starting out or if it’s long established, having a growth-optimised CRM system that perfectly suits your business is crucial for...


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Upgrading to a More Efficient Growth-Focused CRM – Send Handwritten

Just because you’re not a “technical” person doesn’t mean that your business can’t benefit significantly from more sophisticated operating systems, as Send Handwritten’s CEO Greg

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Transforming Customer Experience – PGV Consulting

How easily does your business track and manage customer interactions? Could you save time and money by implementing a more efficient software system?

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Working Smarter with Specifically Tailored Software – Little Birdy & Co.

Introducing a smarter CRM system specifically tailored to suit their business helped cake delivery service Little Birdy & Co. to really spread its wings and

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"Your Customer is the most important person in your business, why not invest in your relationship with them and watch your business flourish."

Avon Collis

Consultant - Relevate​

Are manual, repetitive business tasks draining your time and resources?

Take Charge & Automate!


Automation technology streamlines processes, boosts efficiency, and lets your team focus on higher-value tasks. Automate data entry, schedule tasks, or generate reports.