PRODUCT OR SERVICE
Playbook plus Development
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.