Workflow Automations
Customizing a CRM (Customer Relationship Management) system involves tailoring the platform to suit specific business needs, workflows, and requirements. We configure and customize your CRM process, including workflow automations to better align it with your business, marketing and/or ecommerce strategy.
Find what works best.
- Discuss and define requirements, pain points, and appropriate use cases.
- Outline change management strategies including the scope, timeline, resources required.
- Prioritize customization tasks based on urgency, impact on operations, and alignment with business goals.
- Validate customization against use cases, simulate real-world scenarios, and gather feedback from users for refinements.
- Make iterative refinements based on evolving business needs, changing requirements, and feedback received.
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.
