I, with a team of 3, run an insurance and investment firm. We are in chaos without workflows or automation and I believe zoho can do that for us.
We have used Zoho CRM for years, but I will admit it's currently not much more than a calendar and index of clients' contact information. We have recently discovered that our office needs to work like a conveyer belt when it comes to our sales/services processes.
I would also appreciate introducing us to solutions we may not be aware of that can assist with Zoho One & Zoho CRM.
We would ultimately like the CRM to keep us on track with day to day tasks such as servicing our existing clients with automation on renewals, prospecting for new clients, running campaigns, and putting out fires when customers call with a problem.
This project will require a lot of hand holding, we have used zoho for a while but we are not familar enough to know how to make it work most effectively. I need someone to understand our business and have solutions to simplify our issues.