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Consulting & Implementation

Implementation Services

TheBizAutomater’s implementation experts help clients achieve successful cloud-based deployment through proven methodologies that produce high-quality results in a timely fashion. Implementation begins with a thorough assessment of the current situation:

  • Data requirements
  • Workflow considerations
  • 3rd party integration needs
  • Geographic distribution
  • Existing system technology

The Client Team then works closely with the client to define the overall implementation framework and tailor the project plan for optimal results.

Consulting Services

TheBizAutomater’s Consulting Services help ensure that the TheBizAutomater’s implementation stays aligned with changing business needs and helps clients improve efficiencies, productivity and performance across their entire investment management infrastructure. Consultants offer in-depth project expertise across the full breadth of product knowledge areas, including:

  • Workflow Improvement
  • Deployment of new capabilities
  • Compliance rule setup and optimization
  • Systems Integration
  • Specialized reporting
  • Technical audits

Consultants work closely with clients to identify best practices to help them achieve maximum value from TheBizAutomater.

What we Do

Custom Zoho Consulting and implementations Hands-on Zoho support Expert Zoho guidance

Proven expertise in integrations

Zoho is only as powerful as the data you’re able to centralize or integrate with it, which is why our deep expertise when it comes to integrations is the perfect choice for making sure you get the most out of your package.
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Custom solutions

We’ll work with you to customize your Zoho and make sure it’s accepting data from your website and any other channels. And if you’re brand new to the CRM space, we’ll walk you through everything you need to know to get you started off on the right foot.
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Zoho is a powerful tool, but to make the most out of it you need expert help

You probably know a bit about CRMs already, and you may have some ideas for your business. However, expert help from TheBizAutomater is the perfect way to enhance your usage of software and take your operations to the next level.
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Implementation

We offer a wide range of services designed to help you implement Zoho in the way that makes the most sense for your business.

Consulting

If you know you need Zoho but aren’t quite sure how to make the most of it, we can help you with our consultancy and guidance services.

Support

No matter what kinds of issues you’re having with your Zoho Apps, we offer ongoing and post-implementation support services.