API Integrations
We will meet with your team to document the organization’s as-is process, pain points, and areas for improvement. We will leverage CRM functionalities, features, and strategic API integrations to effectively advise on streamlining processes, boost sales, and improve overall team performance. The specific approach may vary based on the unique requirements and nature of the business.
Find what works best.
Document and analyze as-is process - pain points, and specific areas requiring improvement. Identify key performance indicators (KPIs) and expectations for the consulting engagement. Develop future-state process & visualize workflows, inputs, outputs, and decision points. models or workflows. Create a roadmap or action plan to implement updated/ new processes.
Add-on: Implementation: We follow Sprint planning to integrate CRMs following an approved and detailed implementation plan based on accepted requirements.
TESTIMONIALS
Success Stories
Discover the impact of our work through our clients' stories.
Upwise Pro has exceeded our expectations in every way possible. Not only did they design and develop an amazing website for us, but they also executed an effective marketing strategy that has helped us increase brand awareness and sales.
Doch.ai
UPWISE has turned out for us as an excellent service provider when trying to solve our clients IT implementation projects. They understand very quickly the challenges, and deliver the solutions on a promptly manner. They have become our first to call, on IT requirement for our clients.
Bridge Business Consultants, LLC
Upwise and team are very professional. Small business friendly. True to their name! They are Authorized Zoho Partners and implemented Zoho One business apps for me. Developed a quick custom solution as well, without breaking the bank.
Aviva Spectrum
I highly recommend Upwise and their team. They do what they say and in the time as well. Vidya is really responsive with the big and small things too. When I first got ZOHO I hired a different group. Thanks Vidya.
Florida Insurance Advocates, LLC
Vidya did an amazing job updating my Zoho account to automate the things I needed, even when I didn’t really know how to explain to her what I actually needed. I would definitely hire again if I needed more custom Zoho work.
