Complete Operating System for Your

Professional Services Company

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Zoho One for Professional Services

All Your Business Activities in One Integrated Platform

To run your business, you have to manage your marketing, sales, projects, support and of course, invoicing efficiently. Chances are, you are using a plethora of applications to streamline these processes today!

Zoho One for Professional Services lets you do just that!

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Hear From Our Amazing Customers

Don’t just take our word for it, read what our customers have to say about their experience of working with us.

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Key Business Processes

Supercharge Your

Marketing Efforts

For most professional services companies, marketing today is very much website-centric. Capturing leads via website and landing pages being the primary marketing goal, increasing website interactivity is crucial for success.

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Real-time interaction with Chatbot

Real-time interaction with Chatbot

Your website is your virtual storefront. Your audience walks into your website and depending on the experience they would either stay on the website and press the contact now button or leave. A chatbot can work as a virtual agent 24/7 and offer a personalized experience to your audience. It can answer questions, capture data, and proactively initiate conversation…while you sleep or enjoy a much-deserved vacation!

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Capture Leads via Webforms

Capture Leads via Webforms

With Zoho One tailored for your professional services company, you can now capture inquiries from your website or landing pages right into your CRM. Not only that, you can auto-assign these leads to relevant team members based on location, inquiry types, etc. The best thing is, you can design these web forms right from the CRM itself! What’s more, you can program the system to send out an automated email with a meeting booking link.

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Streamline Your

Sales Process

The sales cycle for most professional services companies is relatively longer than in other industries. With the Zoho One for professional services in place, you can track the sales process effectively by streamlining appointments, capturing requirements, generating proposals and invoices.

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Appointment Management

Appointment Management

You can now manage your appointments effortlessly right from the CRM itself. You can automate part of the appointment booking process by integrating Zoho Bookings with CRM. The moment you receive a lead from your website or landing page web forms, your prospects get an automated email with your calendar link where they can book a meeting at their convenient date and time.

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Sales Cycle Tracking

Sales Cycle Tracking

Managing the sales pipeline effectively is crucial for Professional Services companies where the sales cycle is relatively long and has multiple touch-points. With Zoho One tailored for your business, you can manage your sales pipeline with a step-by-step blueprint that reminds them to take notes, tick-off checklists, etc.

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Proposal Generation

Proposal Generation

For any professional services company, crafting a detailed proposal is critical. Often time, the proposal is the piece of document that decides whether you are going to close the deal or not. While you need to create a proposal with sufficient details, you also need to submit it fast. With Zoho Writer integrated with Zoho CRM, you can generate the proposal in a jiffy!

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Invoicing

Invoicing

Invoice generation is supercritical for any business, not just for a professional services company. For a professional services company, it’s more nuanced as often you have to capture part payments. With Zoho Books integrated with CRM, you can now generate the invoice from within the CRM interface only. That too with just one click!

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Simplify

Project Management

Successful project management is the backbone of any professional services business. With the Zoho One for professional services company in place, you can manage your projects from one platform only.

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Automated Project Creation

Automated Project Creation

Project management is supercritical for any professional services company. Your very success depends on it. So, you need a project management tool that is easy to use and intuitive. With Zoho Projects integrated with CRM, the system can now create a project automatically once a deal is closed and the invoice gets paid!

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Task Management

Task Management

Task management is at the heart of good project management. For any professional services company, project success depends on effective task management. With Zoho Projects in place, you can manage all your open tasks minutely, add details and assign the same to relevant team members. The intuitive UI makes it super easy!

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Time Tracking

Time Tracking

For a professional services company, billable service hours are your primary products to sell. So, it is super critical to be absolutely thorough when it comes to logging the hours you spent on any account. Zoho Projects makes this super simple for you. You can mark each task as Billable or Non-billable, and then log the time spent on them!

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Resource Management

Resource Management

When it comes to assigning tasks to team members, it is essential that you understand their present workload and availability. This helps you in creating a healthy work environment for them. Zoho Projects lets you see the present occupancy level of your team members so that you can assign the right tasks to the right team members.

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Improve Retention with

Awesome Support

Awesome customer support is key to customer retention. In the case of professional services companies where repeat sales make up for a significant portion of revenue, support is a crucial function.

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Capture Support Requests

Capture Support Requests

The way you handle customer issues and requests goes a long way in establishing customer loyalty. This in turn drives your repeat business. Zoho Desk helps you in capturing and managing all your support requests centrally. With the intuitive tool in place, you can capture support requests from emails and self-service portals centrally!

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Create Knowledgebase

Create Knowledgebase

When it comes to empowering your customers with knowledge, you should keep no stones unturned. Creating a knowledgebase portal helps you in answering your customers’ questions without picking up the phone or replying to an email. Your customers can search through the knowledge base on their own and get the information they need.

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Super Easy to

Collect Customer Feedback in a Jiffy

Customer feedbacks are a wonderful thing! When positive you can proudly display them on your websites and landing pages, when negative you can learn and improve on that. With Zoho One for professional services company in place, you can request feedback with one click.

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Capture Customer Feedback

Capture Customer Feedback

With Zoho Survey integrated with your CRM, you can send the customer feedback form automatically once a project is marked Delivered. Your customer will receive the feedback form in their inbox where they can rate your service and share inputs. You can now share the positive feedbacks as testimonials and use the negative ones for improvement.

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Make Data Driven Business Decisions with

Reports and Dashboards

Data-driven decisions are crucial for scaling your business. With the powerful reports and dashboards feature, you can now analyze every aspect of your business and see what is working for you and where you need improvement.

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Build Important Reports and Dashboards

Build Important Reports and Dashboards

With Zoho One implemented rightly for a Professional Services Company, you can generate crucial reports on all major business functions such as marketing, sales, project success, support, and much more. What’s more, you can create a beautiful visual representation out of these reports that’ll help you read the data easily!

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You're in good company

Join 700+ Businesses

I can endorse GoldenLion without reservation. The level of care they showed in building an easy-to-use system that would deliver great value to me was truly outstanding. An advantage that GoldenLion brings to an engagement is the amount of first-class talent that they can assign to a project. The team that GoldenLion assembled for me was truly excellent.

Matt Slavik-img

Matt Slavik

Principal Consultant, Slavik Consulting
 
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