Optimising Business Operations with Zoho One

In our recent collaboration with a client in the hospitality industry, we embarked on a transformative journey to streamline their operations using the Zoho One suite. Here’s a detailed breakdown of our project scope and the steps we undertook:

Project Scope:

  1. Account & Application Setup: The foundation of any successful CRM system lies in its initial setup. We began with a basic configuration, which was then fine-tuned to align with the specific needs of the businesses.
  2. Workflow Design & Optimization: Instead of a one-size-fits-all approach, we designed workflows tailored to best practices and the unique requirements of clients various domains.
  3. Training: To ensure seamless adoption, we provided comprehensive training sessions covering all the new tools and features.

Implementation Details:

  1. ZOHO ONE: After setting up and configuring the account, we assessed the feasibility of migrating from Serve-It and Microsoft Office email accounts to Zoho One. Given the complexities involved, especially with Serve-It’s integration, we’ve decided to evaluate this migration separately.
  2. ZOHO DESK: This involved a myriad of tasks, from account configuration, setting up departments, email integration, to creating canned responses and auto ticket assignment rules. Notably, we integrated WhatsApp Business API accounts for their domains and connected social media accounts to facilitate direct communication from Zoho Desk.
  3. ZOHO SALES IQ: We enabled a live preview of active website visitors and developed a basic bot to engage visitors, aiding in lead generation.
  4. ZOHO CAMPAIGNS: After configuring account settings and verifying domains, we migrated contacts from platforms like Mailchimp or Hubspot and synchronized them with Zoho Campaigns.
  5. Website Integration: A crucial step was integrating Desk and Campaigns with the website, ensuring a unified platform for all customer interactions.
  6. Training: Comprehensive training sessions were conducted, covering areas like email ticketing, website chat, WhatsApp chat, social media management, and Zoho Desk administration.

In conclusion, this project wasn’t just about integrating tools; it was about crafting a cohesive digital ecosystem tailored to our client’s unique needs. We’re excited to see how these changes propel their businesses forward in the digital age.