Master Zoho CRM Implementation: An Online Course for Streamlining Your Business

Master Zoho CRM Implementation: An Online Course for Streamlining Your Business

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Zoho CRM implementation online course : Are you tired of managing multiple spreadsheets, documents, and databases for your customer interactions? Say goodbye to scattered customer information and hello to streamlined sales and customer management with Zoho CRM.

As a powerful customer relationship management software, Zoho CRM can help you track leads, manage sales, and automate marketing processes. But with so many features and options, it can be overwhelming to know where to start. That’s why we have developed the online course “Implement Zoho CRM with Confidence” to guide you through the setup and customization process.

Introduction to Zoho CRM: Key Features and Benefits

Before diving into the setup and customization process, it is important to understand the key features and benefits of Zoho CRM. Some of the key features include:

  • Lead and contact management: Keep track of all your leads and contacts in one place, and easily move them through your sales pipeline.
  • Sales automation: Automate repetitive tasks such as sending follow-up emails, scheduling meetings, and updating lead and contact information.
  • Marketing automation: Create targeted marketing campaigns and track their success with Zoho CRM’s marketing automation features.
  • Reports and analytics: Gain valuable insights into your sales and customer interactions with customizable reports and analytics.

But perhaps the greatest benefit of Zoho CRM is its ability to bring all of your customer interactions and data into one central location, making it easy to manage and analyze.

Setting Up and Customizing Your Zoho CRM Account

Once you have a solid understanding of the key features and benefits of Zoho CRM, it’s time to set up and customize your account. This process involves creating your Zoho CRM account, setting up users and roles, and configuring your sales pipeline.

One of the greatest advantages of Zoho CRM is its flexibility and customization options. The software can be tailored to the unique needs of your business, whether you’re a small startup or a large enterprise.

Implementing Sales Process

One of the first steps in implementing Zoho CRM is setting up your sales process. This includes creating a sales pipeline and configuring the stages of your pipeline to match your business’s sales process.

Additionally, it is important to set up your sales team and assign leads and contacts to the appropriate team members. With Zoho CRM, you can easily track the progress of leads and contacts through your pipeline and monitor the performance of your sales team.

Tasks before Importing the Data

Before importing your data into Zoho CRM, there are a few important tasks that need to be completed. These include:

  • Cleaning and standardizing your data: Make sure your data is accurate, consistent, and in the correct format before importing it into Zoho CRM.
  • Mapping your data fields: Map your data fields to the corresponding fields in Zoho CRM to ensure data is imported correctly.
  • Identifying duplicates: Identify and merge any duplicate records to avoid confusion and ensure data accuracy.

Top Methods to Bring Data into CRM

Once you have completed the tasks before importing your data, it’s time to bring your data into Zoho CRM. There are several methods for importing data, including:

  • CSV import: Import data from a CSV file into Zoho CRM.
  • Excel import: Import data from an Excel file into Zoho CRM.
  • API import: Use Zoho CRM’s API to import data from another system or application.

Your Tasks After Getting Data into CRM

After importing your data into Zoho CRM, there are a few important tasks to complete to ensure that your data is accurate and up-to-date. These tasks include:

  • Verifying data accuracy: Double-check that your data has been imported correctly and that all fields are accurate.
  • Updating data: Keep your data up-to-date by regularly updating leads and contacts information.
  • Monitoring data quality: Continuously monitor your data for any errors or inaccuracies and make the necessary corrections.

Email Integration in Zoho CRM

Email integration is a crucial aspect of Zoho CRM as it allows you to easily communicate with your customers through multiple channels. With Zoho CRM, you can integrate your email account and access all your emails, contacts, and calendar from within the CRM.

Additionally, Zoho CRM allows you to track email conversations with leads and contacts, set up email campaigns, and even schedule emails to be sent at a later date. Email integration in Zoho CRM streamlines communication and improves customer engagement.

Implementing Page Layouts in Zoho CRM

Another important aspect of Zoho CRM is the ability to customize page layouts. Page layouts are used to organize and present information in a way that is meaningful to your business. With Zoho CRM, you can create custom page layouts for different modules such as leads, contacts, and accounts.

This allows you to highlight the most important information for each module and make it easy for your team to access the information they need. Customizing page layouts in Zoho CRM improves efficiency and improves user experience.

Zoho CRM Integration With Zoho Desk

Zoho CRM can also be integrated with Zoho Desk, a customer service software. This integration allows you to easily access customer information from within Zoho Desk and provide better customer service. Additionally, it will enable you to track customer interactions and create a more personalized customer experience.

Connect to Your Customers Using Multiple Channels

With Zoho CRM, you can connect with your customers using multiple channels such as email, phone, and social media. This allows you to communicate with your customers in the way that is most convenient for them and improve customer engagement. Additionally, Zoho CRM allows you to track customer interactions across all channels, giving you a comprehensive view of your customer interactions.

Using Webforms in Zoho CRM

Finally, we will cover the use of webforms in Zoho CRM. Webforms allow you to easily collect customer information and streamline the process of adding new leads to your CRM. With Zoho CRM, you can create custom webforms and add them to your website or landing pages.

This makes it easy for customers to provide their contact information and become leads in your CRM. Additionally, Zoho CRM allows you to track the success of your webforms, giving you valuable insights into the performance of your lead generation efforts.

By the end of this course, you will have a solid understanding of how to use Zoho CRM to improve your business’s sales and customer interactions. So why wait? Sign up today and start implementing Zoho CRM with confidence. The course is available at https://ai.wiselywise.com/courses/zoho-crm-1 and was developed by WiselyWise CRM experts.

“Zoho CRM is an essential tool for any business looking to streamline their sales and customer interactions. With the right setup and customization, it can take your business to the next level” – WiselyWise CRM expert

Don’t miss out on this opportunity to master Zoho CRM implementation. Sign up for the “Implement Zoho CRM with Confidence” online course today and take the first step towards improving your business’s sales and customer interactions. With the guidance of WiselyWise CRM experts, you will learn how to set up and customize your Zoho CRM account, implement your sales process, and bring data into your CRM.

Additionally, you will learn about the importance of email integration, implementing page layouts, integrating with Zoho Desk, and using webforms in Zoho CRM. By the end of the course, you will have a solid understanding of how to use Zoho CRM to improve your business’s sales and customer interactions.

Don’t miss out on this opportunity to take your business to the next level. Sign up for the “Implement Zoho CRM with Confidence” online course today and start reaping the benefits of streamlined sales and customer management with Zoho CRM. Enroll now at https://ai.wiselywise.com/courses/zoho-crm-1

“Zoho CRM is a game changer for businesses looking to streamline their customer interactions and improve their sales process. Don’t miss out on this opportunity to master the software with our online course” – WiselyWise CRM expert.

Don’t hesitate, Sign up today and start implementing Zoho CRM with confidence!

Uncovering the Truth: Top Zoho Questions and Answers for Businesses

Uncovering the Truth: Top Zoho Questions and Answers for Businesses

Zoho questions and answers : FAQ

Zoho Questions and Answers : Get a better understanding of Zoho products, security, integration, and more. In this FAQ, we will be covering some of the most frequently asked questions about Zoho and providing you with the information you need to make an informed decision.

Zoho questions and answers

What are Zoho products?

Zoho offers a wide range of products for businesses, including CRM, Marketing, Sales, HR, Finance, Project Management, Collaboration, and Productivity. Some popular products include Zoho CRM, Zoho Books, Zoho Forms, and Zoho Mail.

Where are Zoho servers located?

Zoho’s servers are located in data centers around the world, including in the United States, Europe, and Asia. They use top-of-the-line infrastructure and employ multiple layers of security to protect customer data.

What are Zoho Books?

Zoho Books is a cloud-based accounting software that helps businesses manage their finances. It includes features such as invoicing, expense tracking, and financial reporting.

What are Zoho Forms?

Zoho Forms is a form building software that allows you to create forms, surveys, and quizzes. You can use Zoho Forms to collect data, conduct surveys, and create quizzes and exams.

Who are Zoho's competitors?

Zoho competes with other software companies that offer similar products and services, such as Salesforce, Microsoft, and Google.

Can Zoho integrate with a database?

Yes, Zoho offers integration with various databases such as MySQL, Oracle, and SQL Server.

How does Zoho work?

Zoho’s products and services are all cloud-based, which means they can be accessed and used from any device with an internet connection. Users can sign up for an account, log in, and start using the various features and tools offered by Zoho. Each product has its own set of features and capabilities that are designed to help businesses manage different aspects of their operations.

How did Zoho start?

Zoho was founded in 1996 by Sridhar Vembu and Tony Thomas in India. The company started off as a consulting firm and then transitioned into developing software products. They have since grown to become a leading provider of business software and services.

How does Zoho Recruit work?

Zoho Recruit is a recruitment software that helps businesses manage their hiring process. It includes features such as job posting, resume management, candidate tracking, and interview scheduling. Users can post jobs, track resumes, schedule interviews, and manage candidates all in one platform.

How does Zoho Desk work?

Zoho Desk is a customer service and support software. It includes features such as ticketing, automation, reporting, and knowledge base management. Users can create and manage support tickets, automate repetitive tasks, generate reports, and create a knowledge base for customers.

What does Zoho do?

Zoho is a software company that provides a wide range of products and services for businesses, including CRM, Marketing, Sales, HR, Finance, Project Management, Collaboration, and Productivity.

What Zoho apps are free?

Zoho offers a limited set of features for free for some of their products, such as Zoho Mail, Zoho Forms, and Zoho Creator. However, certain features and capabilities require a paid subscription. Get your FREE Trial here

What is a Zoho account?

A Zoho account is an account that is created when signing up for any of Zoho’s products or services. It allows you to access and use various Zoho products and manage your subscription. Get your FREE account with us. Contact us now

Zoho questions and answers

Are Zoho products safe?

Zoho takes the security of its products and services very seriously. They use a variety of security measures such as encryption, multi-factor authentication, and regular security audits to ensure the safety of their customers’ data.

What are Zoho applications?

Zoho applications refer to the various software products and services offered by Zoho, such as Zoho CRM, Zoho Books, Zoho Forms, and Zoho Mail.

What are Zoho credits?

Zoho credits are a form of currency that can be used to purchase Zoho products and services. They can be earned through various promotions or purchased through the Zoho website.

Can Zoho integrate with Outlook?

Yes, Zoho offers an integration with Outlook that allows users to sync their contacts, calendar, and emails.

Can Zoho send text messages?

Yes, Zoho CRM offers a feature called Zoho SalesIQ that allows you to send text messages to leads and customers.

Can Zoho be trusted?

Zoho is a well-established software company that has been in business for over 20 years. They have a strong reputation for providing reliable and secure products and services.

Can Zoho integrate with Xero?

Yes, Zoho offers an integration with Xero that allows users to sync their financial data between the two platforms.

Can Zoho integrate with POS?

Yes, Zoho offers an integration with POS systems that allows businesses to sync their sales and inventory data.

How does Zoho make money?

Zoho makes money by selling its various products and services to businesses. They offer both free and paid plans, with the paid plans offering additional features and capabilities. They also offer add-ons and integrations for their products for an additional cost.

How does Zoho Books work?

Zoho Books is a cloud-based accounting software that helps businesses manage their finances. It includes features such as invoicing, expense tracking, and financial reporting. Users can create invoices, track expenses, manage bank transactions, and generate financial reports.

How does Zoho Mail work?

Zoho Mail is a web-based email hosting service. It allows users to create and manage email accounts, access webmail, set up custom email filters and rules, and access email archives and backups.

How does Zoho Inventory work?

Zoho Inventory is a cloud-based inventory management software. It helps businesses manage and track their inventory, create purchase orders, and generate invoices. Users can track inventory levels, create purchase orders, generate invoices, and generate reports.

What is Zoho CRM?

Zoho CRM is a customer relationship management software that helps businesses manage their interactions with customers. It includes features such as lead management, sales forecasting, and marketing automation. Get a FREE Consultation to learn more

What's Zoho Mail?

Zoho Mail is a web-based email hosting service. It allows users to create and manage email accounts, access webmail, set up custom email filters and rules, and access email archives and backups.

Where Can I get Services for Zoho products?

You can contact the WiselyWise team. Read the complete Services details here

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Revolutionizing Wholesale Pharmaceutical Operations: Learn How REM Alliance Achieved Smoothness and Enhanced Customer Interactions with Zoho One and WiselyWise

Revolutionizing Wholesale Pharmaceutical Operations: Learn How REM Alliance Achieved Smoothness and Enhanced Customer Interactions with Zoho One and WiselyWise

Unveiling REM Alliance Success Story

2020-Till date

REM Alliance

Zoho Implementation Success Stories: REM Alliance. Easmed’s REM Alliance was able to revolutionize their wholesale pharmaceutical operations by implementing Zoho One with the help of WiselyWise. With the goal of achieving a smoother operation and a higher level of interaction with customers, REM Alliance was able to provide a portal for their customers to view and track their orders, leading to improved customer interactions. WiselyWise assisted with the implementation, leading to faster time to market, improved employee buy-in and faster adoption of new systems, and a faster return on investment. This case study highlights the benefits of working with a reliable and authorized Zoho partner and the potential for digital transformation with Zoho One.

Zoho Implementation Success Stories REM Alliance
Zoho Implementation Success Stories REM Alliance

Clients

Countries

Average YEARS of EXPERIENCE

Brief on Zoho Implementation Success Stories: REM Alliance

Introduction

Easmed, a leading provider of healthcare solutions, has recently launched a new business venture called REM Alliance. REM Alliance’s business includes the wholesale of pharmaceutical and medical goods. The company wanted to achieve a smoother operation and a higher level of interaction with customers through their Zoho initiatives. This would allow them to serve all customers equally and swiftly, as REM deals mainly with dealers (wholesalers, distributors, and retailers) who place sales orders with them, and the majority of the REM business will be repeat/recurring orders on the items/products.

Challenge

Since most of their customers transact with REM and place repeated orders, REM wanted to provide their customers (dealers) with a portal where they could view their new orders, view their existing list of orders, and track the status of the same from the portal. REM lacked the expertise and talent in-house for such a critical initiative. 

Solution

REM discussed with WiselyWise the potential of implementing ZohoOne products to help them meet their objectives. WiselyWise advised them on various aspects of Zoho One implementation and they realized that effective Zoho products Implementation requires working with a reliable and authorized Zoho partner. Given the long-term relationship between REM and WiselyWise, REM decided to engage WiselyWise for this implementation requirement. WiselyWise implemented ZohoOne, Zoho CRM, Zoho Inventory, Zoho Books for REM which helped them achieve Time-to-Market objectives, improve the buy-in of employees leading to faster adoption, lower the learning curve of employees allowing for faster ROI and move closer to finding fit-for-purpose solutions.

Conclusion

Easmed’s REM Alliance’s successful implementation of Zoho One with the help of WiselyWise has led to significant improvements in their operations and customer interactions. By working with a reliable and authorized Zoho partner, they were able to achieve their objectives and set themselves up for continued success in the future.

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Better Pipeline due to Faster time to market

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Reduced Costs due to Achieving smoother operations

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Faster return on investment

Working with WiselyWise has been a great experience for us at REM Alliance. They have helped us achieve smoother operations and a higher level of interaction with our customers through their Zoho initiatives. Their guidance and support have been instrumental in ensuring the success of our automation initiative.

Ms. Brenda Liao

Country Director, REM Alliance

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Zoho Implementation Success Stories: Galaxy Insurance – Digital Transformation by WiselyWise

Zoho Implementation Success Stories: Galaxy Insurance – Digital Transformation by WiselyWise

Revealing Galaxy Insurance Success Story

2020-Till date

galaxy insurance consultants

Zoho Implementation Success Stories: Galaxy Insurance Consultants. Welcome to our latest blog where we take a deep dive into the success story of Galaxy Insurance Consultants and how they were able to achieve digital transformation with the help of Zoho Implementation. Galaxy Insurance is a well-established provider of insurance solutions for businesses and individuals. With over 20 years of experience, the company has built a reputation for delivering expert advice, competitive rates, and exceptional customer service. Faced with the challenge of growing the company and aligning to global KPIs, the new CEO of Galaxy Insurance Consultants turned to WiselyWise for help. Together, they were able to implement Zoho One products and achieve significant improvements in efficiency, productivity and bottom line. In this blog post, we will be sharing the specifics of how they achieved this and how your business can too.

Zoho Implementation Success Stories Galaxy Insurance
Zoho Implementation Success Stories Galaxy Insurance

Clients

Countries

Average YEARS of EXPERIENCE

Brief on Zoho Implementation Success Stories: Galaxy Insurance Consultants

Introduction

Galaxy Insurance Consultants is a well-established provider of insurance solutions for businesses and individuals. With over 20 years of experience, the company has built a reputation for delivering expert advice, competitive rates, and exceptional customer service. Specializing in providing insurance for small and medium-sized businesses, including liability, property, workers’ compensation, and more. The company’s team of experienced professionals is committed to understanding clients’ unique needs and providing customized insurance solutions. Galaxy Insurance Consultants also offers a wide range of personal insurance options, including auto, home, life, and health insurance. As an independent agency, the company works with multiple insurance companies to find the best coverage at the most competitive rates for clients.

Challenge

Galaxy has undergone major re-organization with a new CEO coming in and stake acquisition by a larger organization. The new CEO has been mandated to grow the company and align to global KPIs. The CEO discussed with WiselyWise how to Digitally Transform his organization without increasing Capex costs or headcount.

Solution

WiselyWise management team had multiple discussions with the CEO and finally advised him on the potential of Zoho One products. A thorough analysis by WiselyWise indicated that implementing Zoho One products would help meet his business goals and Objectives as Zoho One could effectively be the “Operating System of his Business”. WiselyWise negotiated with Zoho Corp on the best possible licensing and also carried out an extensive requirements-gathering exercise. Based on these, strategic decisions were taken to lift and shift their current Zoho People product from European Data Center to Australia DC while ensuring complete Data migration. WiselyWise then advised Galaxy on various aspects of Zoho One implementation. They realized that effective Zoho products Implementation requires working with a Reliable & Authorized Zoho Partner. Given the long-term relationship between Galaxy and WiselyWise, they decided to engage WiselyWise for this Implementation requirement. WiselyWise proceeded to implement Zoho One products including CRM, Desk, People, Books, Invoices, and Expenses for all Galaxy employees. It also had the scope of Integrating these products to the client’s critical in-house Insurance software products and Microsoft products. Working through the COVID Pandemic, the WiselyWise team of Experts implemented all products and integrated them successfully within 8 months while ensuring adherence to the timeline of the project submitted to the regulatory agencies by the client. The Galaxy team was well-trained in all aspects of using and maintaining the Zoho products. It was one of the most complex Zoho projects in Singapore requiring additional aspects of data privacy, and integrity.

Conclusion : Zoho Implementation Success Stories Galaxy Insurance

Galaxy Insurance Consultants’ successful digital transformation with Zoho One and WiselyWise is a testament to the power of working with a reliable and authorized Zoho partner. By engaging WiselyWise, Galaxy was able to achieve its business goals and objectives without increasing Capex costs or headcount. WiselyWise’s team of experts was able to successfully implement and integrate all Zoho products in a timely manner, even during the COVID pandemic. The company has seen improvements in efficiency and productivity, as well as an increase in its bottom line due to streamlined operations. With better alignment with global KPIs and enhanced customer service, Galaxy Insurance Consultants has set itself up for continued success in the future.

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Increased bottom line with streamlined operations

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Increase in Employee Productivity due to Successful digital transformation of business operations

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Achieved regulatory compliance and data privacy

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On-time Reporting due to Better alignment with global KPIs

Working with WiselyWise has been a great experience for us at Galaxy Insurance Consultants. They have helped us successfully digitize our business operations with Zoho One and have been a valuable partner in our journey to growth and alignment with global KPIs. Their team of experts was able to implement and integrate all products in a timely manner, even during the COVID pandemic. Their guidance and support have been instrumental in ensuring the success of our digital transformation.

Mr. Sunil Chugani

CEO, Galaxy Insurance Consultants

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Zoho Implementation Success Stories: The Air Station – Unlocking significant success with WiselyWise Delivery

Zoho Implementation Success Stories: The Air Station – Unlocking significant success with WiselyWise Delivery

Discover The Air Station Success Story

2020-Till date

the air station

Zoho Implementation Success Stories: The Air Station. Welcome to our latest blog, where we dive into the real-life success stories of how The Air Station, Singapore’s leading distributor of world-class continuous positive airway pressure (CPAP) technology, unlocked significant success through their implementation of Zoho. With the help of WiselyWise Delivery, they have been able to streamline their operations and improve their bottom line. In this blog, we will be sharing with you the specifics of how they achieved this, and how you can too.

the air station
Zoho Implementation Success Stories The Air Station

SLEEP labs

in-house polysomnographic technologists

YEARS of EXPERIENCE

Brief on Zoho Implementation Success Stories: The Air Station

Introduction – Realizing Business Goals with Zoho: The Air Station’s Implementation Success Story

The Air Station (TAS) is Singapore’s leading and largest distributor of world-class continuous positive airway pressure (CPAP) technology. They provide a one-stop solution for all Respiratory Care, CPAP, and Sleep Apnea needs, from diagnostic to therapy. Their goal is to provide ground-breaking innovations in sleep therapy at affordable prices to help customers breathe easy at night. TAS was newly incorporated across 3 different countries in Southeast Asia. They wanted to automate key business processes, support their salespersons with managing customer relationships in a remote model, and ensure their financial and accounting systems were in place from day one.

Challenges

TAS faced several challenges when it came to implementing Zoho products. Firstly, They were newly incorporated across 3 different countries in Southeast Asia, so they needed to automate key business processes, support their salespersons with managing customer relationships in a remote model, and ensure their financial and accounting system was in place from day one. Additionally, the COVID-19 pandemic posed a challenge in terms of deadlines and training employees.

Solution

TAS decided to outsource this work to WiselyWise, who convinced them to conduct a paid requirements-gathering project for 8 weeks. Following that, WiselyWise provided a complete project proposal to implement the Zoho One suite. TAS outsourced the implementation project to WiselyWise, and amidst the challenges posed by the COVID-19 pandemic, WiselyWise successfully implemented the products for TAS within the deadlines. TAS was able to go live on their scheduled date as the Zoho products were ready to be used by their employees and vendors. WiselyWise had trained them adequately well in advance, thus avoiding bottlenecks. TAS knew that effective Zoho products Implementation requires working with a Reliable & Authorized Zoho Partner. Given the long-term relationship between TAS and WiselyWise, they decided to engage WiselyWise for this Implementation requirement. The products such as Zoho One, Zoho CRM, Zoho Inventory, Zoho Books, and Zoho Mail were implemented for TAS. WiselyWise continues to be the License Partner as well as the ongoing Support partner for TAS to date.

Benefits

By implementing Zoho products with WiselyWise, TAS was able to automate key business processes, support their salespersons with managing customer relationships in a remote model, and ensure their financial and accounting system was in place from day one. The implementation was done successfully amidst the challenges posed by the COVID-19 pandemic, and TAS was able to go live on their scheduled date. The employees and vendors were ready to use the products as they were trained well in advance, thus avoiding bottlenecks.

Conclusion – Zoho Implementation Success Stories: The Air Station

The Air Station’s successful implementation of Zoho products with WiselyWise’s guidance and support demonstrates the importance of working with a reliable and authorized Zoho Partner. This partnership allowed TAS to achieve its goals of automating key business processes, supporting salespersons with managing customer relationships in a remote model, and ensuring financial and accounting system was in place from day one, even amidst the challenges posed by the COVID-19 pandemic. The long-term relationship with WiselyWise as their License Partner and ongoing Support partner ensures that TAS continues to benefit from their expertise and support in using the Zoho products effectively. This case study serves as a testament to the effectiveness of WiselyWise’s implementation methods and their commitment to ensuring the success of their clients.

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Increased Pipeline due to Automation

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Reduced Costs by minimizing paperwork and delays

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Improved Revenue Cycles through Better Customer Retention

“Working with WiselyWise was a game-changer for TAS. Their guidance and support helped us achieve our objectives of automating key business processes, supporting our salespersons with managing customer relationships in a remote model and ensuring our financial and accounting was in place from day one. Despite the challenges posed by the COVID-19 pandemic, WiselyWise successfully implemented the products for TAS within the deadlines. I highly recommend them to any business looking to implement Zoho products.

Ms. Brenda Liao

Director, The Air Station

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