This service configures a clean, efficient sales workflow in Zoho CRM with end-to-end lead-to-deal conversion. We simplify the interface for reps, assign proper access for managers, and install dashboards that track real-time activity — all aligned to a sales structure that closes faster and smarter.
Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
Full sales pipeline configuration:
Leads → Accounts → Contacts → Deals
Role-based access for Salespersons and Managers
Clean UI layout for fast navigation and task focus
Dashboards and reports for live visibility on deals
Internal SOP link for enablement and training
Optional Add-Ons
Blueprint workflows
Lead scoring setup
Integration with third-party tools (e.g., email, phone)
Custom module or multi-pipeline setup
Prerequisites
Active Zoho CRM license
Finalized sales stages and field mappings
List of users with defined roles
Branding assets (optional, for dashboard/report polish)
Ideal For
Startups and growing SMBs
B2B sales teams needing speed and structure
Sales leaders wanting clearer deal flow and reporting
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