How To Implement Zoho Successfully With A Consulting Partner In India

It goes without saying that the software-as-a-service (SaaS) market has grown exponentially in recent years. And, one software in particular that has gained serious popularity is Zoho. 

In today’s day and age, many companies are seeking Zoho CRM partners in India who can help them make the most of the platform, especially when it comes to competing with cut-throat competition. 

This is because implementing the Zoho platform may not seem daunting, but it is a huge change for your company and it needs to be done perfectly. If you fail to create a proper strategy before starting the implementation process, there’s a high probability that you will lose money and productivity. However, by partnering with a Zoho consultant, you will be able to avoid any issues and challenges and ensuring that the implementation is a success. 

In this blog, we’ve discussed certain steps you should adopt along with your Zoho consultant while implementing the Zoho software. 

1. Create An Entire Zoho Implementation Team

Zoho isn’t just any software and you cannot afford to take the implementation lightly. Hence, you should create a Zoho team within your company. The team shouldn’t be too big to avoid any management issues, however, it should capable enough to tackle any challenges and get the job done. An idea Zoho team should include the following: 

  • Project Manager – leads the entire implementation 
  • Application Developer – customizes the system to match your requirement 
  • Application Analyst – ensures proper data migration 
  • Heads of teams – add their inputs in the process 
  • Consultant – experts in the software 

2. Develop A Change Management Strategy

When it comes to a company-wide change, not every employee is going to be on-board. This can lead to some major challenges if not addressed early on in the process. Hence, you should consider developing a change management strategy to ensure a smooth transition.

The first step is to conduct an internal survey to identify where you will be facing maximum resistance. Next, inform your employees of the upcoming well in advance to ensure they are prepared. Ensure you tell them about the benefits of implementing Zoho and why you made the decision to make the switch. The most important step here is to ensure you give your employees the opportunity to provide feedback. As your employees are going to be using the software the most, they will have the most useful insights on how to better the process.

3. Train Your Employees

Many companies are so focused on implementing the software, they don’t pay enough attention to the importance of training. If your employees are trained well in the process and how to use the software, regardless of how flawless your implementation is, Zoho will not be able to yield the results you’re expecting. 

It’s always recommended to follow a mix of various tactics, including face-to-face, virtual, individual and group training.

4. Test The Platform Before Going Live

Before rushing to launch the software, it’s always recommended to first conduct proper testing to ensure everything works well and your data is safe. Ideally, your IT team should conduct the testing on different systems and areas. If any issues are detected, your entire team should focus on getting is resolved as soon as possible to avoid any delays in the launch date. Ask your team to look for these common errors: 

  • Functionality
  • Performance 
  • Usability 
  • Data quality 
  • Coversions 
  • Integration 
  • Reporting 
  • User acceptance 

Implementing the Zoho platform may seem like a difficult task, however, it becomes tenfold easier by collaborating with a Zoho consulting partner. If you’re looking for an effective way to implement the Zoho software in your company, you should contact us at Aarialife and discuss the best methods with our experts.