Zoho CRM

A Better Way to Manage Client Relationships

We Help You to Customize Your Zoho CRM Account &

Train Your Team to Use it Right

CRM (Customer Relationship Management) is a vital part of your business management software. Zoho CRM helps you to streamline the day-to-day operations. Thousands of businesses around the globe use it every single day. At Beckmann Collaborative, we've been using Zoho for more than 3 years. More than software setup, your business gets strategic planning for how to customize Zoho CRM to meet your needs. 

Our Zoho CRM certified instructor-led training programs are designed to help you get the most out of the software. Customer Relationship Management is about the people first and the software second. We'll develop a CRM Strategy with you and a training plan that works for your team. 

While we always start with the CRM, because that is the home-base for your business systems, we know how important all of the other applications are for managing your business. We love collaborating with clients on optimizing their Zoho One accounts - especially Zoho Campaigns, Zoho Social, Zoho Survey, Cliq, Zoho Projects, Zoho Workdrive, Zoho Analytics, and Zoho Sign. 

Tell Us What You Need


CRM process is all about how your organization handles your sales and marketing activities — from planning and budgeting to execution and analysis.


Imagine your business running like cogs in a factory machine. Every person has a specific role, activity, and accountability. Identifying your workflows makes the business better. 


Once we know the tasks, deadlines and team we can improve it. This means automating some of your workflows. It's a beautiful thing to take a tedious task off of your list. 

Our Approach to Zoho CRM

Before jumping into customization and setup of your Zoho CRM, we work with you to document and define your CRM Strategy. This approach saves you time and money in the long-run.

What is our step-by-step process?
  1. Meet to outline your current sales flow, identify pain points, and opportunities. 
  2. Gather your CRM details such as custom fields and deal stages.
  3. We customize your primary modules (Leads, Contacts, Accounts, and Deals) and present it to you.
  4. Your team is trained on how to use the primary modules and their most commonly used features. 
  5. Identify your top workflow automations. We create a diagram so you can understand how it will work.
  6. We train your team on using Activities, Campaigns, and show you how the automation works.
  7. Discuss integration with other Zoho Applications, such as Zoho Sign and Zoho Survey.
  8. After setting up the highest priority integrations, we walk through the full sales process, training your team, answering questions, and refining the process.

Our process combines strategy, customization, and training to make the experience of using Zoho CRM a smooth one. We want you to be successful, so you will also be provided how-to documents and videos, as well as access to our exclusive Zoho CRM Resource Library and Forum


Beyond CRM. The All-in-One Platform for Growing a Business

While we have always used a CRM strategy, our experiences with different CRM software has ranged from okay to awful. After countless trials and demos, we finally found Zoho CRM. This quickly led discovery of Zoho's other applications such as Sign, Projects, Social, Campaigns, and more.

In 2018, it became an all-in-one platform - 40+ business applications all connected to each other. Our business has become better organized and improved our CRM strategy even more. Beckmann Collaborative helps other businesses do the same thing.

Get a Zoho One Trial [FREE]

What's Included with Zoho One?

Zoho One includes more than 40+ integrated, business applications with complimentary mobile versions, along with many extensions and extras. These business applications include everything you need to grow sales, market your business, manage projects, do your accounting, communicate with teammates and much more.

Case Study: Marketing Operations Improvements Using Zoho

What do you do when your business requires 30+ documents for clients to work with you?

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