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Hero Technical Solutions

Years in business: 6 - 15
Head office located: Lindsay, Ontario, Canada
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https://www.yourcrmhero.com/

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Playbook plus Development

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Are you spending the bulk of your day looking at several different spread sheets to figure out what is going on in your business? We can set you up on Zoho, which is a cloud based solution that can be tailored to the way you operate. The strong Customer Relationship Management (CRM) software lets you look in one place to know everything you need about your customers, sales, operations and all pieces of your business in a single system.
The Express Playbook is perfect for clients wanting to get started with Zoho CRM to keep track of prospects, customers, quotes, and automate some of your follow up process.

The Playbook is the first step. We will work together to plan out a CRM deployment so your team of five sales people can get quotes out faster, automate follow up reminders, track deals and automatically provide you with key reports.

We will provide a plan for building a client portal so your customers can submit their requirements and automate the processes that your operations team uses to deliver results.

A Playbook is an all-encompassing plan for a Zoho development project. It includes everything from background information to specific functionality to database design specifications to recommended warranty terms.

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