Zoho CRM

Unifying Customer Data, Automating Sales Processes, and Driving Revenue Growth

At GIKS India Pvt. Ltd., we specialize in transforming Zoho CRM from a simple contact database into the central nervous system of your customer operations. We implement, customize, and integrate Zoho CRM to streamline your sales pipeline, automate marketing efforts, and deliver exceptional customer service.

Our Expertise in Zoho CRM

  • Process-Driven CRM Setup: Configuring Zoho CRM to mirror your unique sales stages, lead qualification process, and customer journey, not forcing you to adapt to a rigid system.

  • Custom Module & Field Development: Extending Zoho CRM's functionality by building custom modules, fields, and layouts to track industry-specific data critical to your business.

  • Automated Workflow & Blueprint Design: Implementing automated workflows (Webforms) and approval processes (Blueprints) to eliminate repetitive tasks, enforce best practices, and ensure process consistency.

  • Seamless Ecosystem Integration: Connecting Zoho CRM with the broader Zoho suite (Books, Desk, Campaigns, Projects) and third-party tools like Google Workspace, Mailchimp, and social media platforms for a unified operation.

  • Legacy Data Migration & Cleansing: Expertly importing and cleansing existing customer data from spreadsheets, legacy systems, or other CRMs into Zoho, ensuring data integrity from day one.

  • API Integration for Centralization: Building custom integrations using Zoho's API and REST API to connect your CRM with your website (e.g., lead capture forms), e-commerce platform, or custom apps.

  • Custom Dashboard & Report Development: Creating intuitive, visual dashboards and detailed reports that provide real-time insights into sales performance, pipeline health, and team productivity.

  • AI-Powered Sales Forecasting: Leveraging Zia AI for predictive sales analytics and accurate forecasting to make informed business decisions.

  • Marketing Automation Setup: Configuring lead scoring, segmentation, and automated email campaigns within Zoho CRM to nurture prospects and convert them into customers.

  • Role-Based User Training: Conducting comprehensive training sessions tailored for sales reps, managers, and marketing teams to ensure high adoption and maximize platform ROI.

  • Ongoing Support & Evolution: Providing continuous support, troubleshooting, and strategic guidance to refine and expand your CRM usage as your business grows and evolves.

  • Mobile CRM Enablement: Configuring and training your team on Zoho's mobile app to empower sales reps with critical customer information anytime, anywhere.

Why Choose GIKS India for Zoho CRM?

  • Business Process Expertise: We focus on optimizing your processes first, then configuring the CRM to support them, ensuring the tool delivers tangible business value.

  • Unified Customer View: We break down data silos by integrating various touchpoints, giving your team a complete history of every customer interaction.

  • Automation-First Approach: We identify and automate manual tasks, freeing your team to focus on high-value activities like selling and building relationships.

  • Scalability & Flexibility: Our solutions are built to grow with you, from a simple sales tracker to a company-wide customer management command center.

How We Empower Your Business with Zoho CRM

  • Sales Force Automation: Streamlining the entire sales cycle from lead capture to deal closure, with automated activity tracking and reminders.

  • Marketing Automation & Lead Management: Capturing website leads, scoring them, and automatically nurturing them through targeted email campaigns.

  • Customer Support & Service: Integrating with Zoho Desk to manage support tickets, track customer issues, and maintain service level agreements (SLAs).

  • Reporting & Management Insight: Providing leadership with clear visibility into the sales pipeline, conversion rates, and team performance metrics.

Partner with GIKS India

A CRM is only as powerful as its implementation and adoption. GIKS India acts as your strategic partner, ensuring Zoho CRM becomes an indispensable asset that drives efficiency, revenue, and customer satisfaction.