Zolution: CRM Onboarding Program - Comprehensive & Personalised Training for your business

Get Your Team Fully Equipped in 60 Days with our CRM Onboarding Programme

A CRM Onboarding Program helps businesses smoothly implement Zoho CRM through structured training, personalized support, and step-by-step guidance, ensuring your team is fully equipped to use the system efficiently.

Let's Talk

What is the DIWY Onboarding Programme?

Implementing a new CRM system can be a daunting task, but at Zolution, we make it easy with our structured onboarding program for Zoho CRM. Our program is designed to ensure that you and your team are up and running with the new system as quickly and smoothly as possible.

Structured Onboarding Program for Zoho CRM: We make CRM implementation easy and efficient for your team.
Six 2-Hour Weekly Training Sessions: Our consultants conduct online training with your internal champions, guiding them through Zoho CRM setup and best practices.
Tailored to Your Needs: The program is fully customizable to match your specific business requirements.
Exclusive to Zoho CRM: This program is designed specifically for Zoho CRM user
Ad-Hoc Q&A Support: Additional Q&A sessions are available during the 60-day onboarding period for extra assistance.

We are an Award-Winning Zoho Partner in Singapore

Curriculum of the Onboarding Programme

Foundation

Intro of the Zoho One admin panel
Intro of the CRM UI, KB & support
Understand team structure and set up user profiles & roles in CRM
Essential system configuration

Customization & Migration

Customization of fields and modules
Data import & migration
Intro of filters and custom views
Intro of webforms

Automation

Intro of workflow rules
Intro of assignment rules
Intro of Blueprint
Intro of email & Mail-Merged templates
Intro of sandbox

Reporting

Intro of sandbox
Intro of dashboards
Intro of schedulers
Intro of data export

3rd Party Apps

Zoho Marketplace
Wazzup setup for WhatsApp
Aircall setup for VoIP telephony
D7 Network Setup for SMS
Integration with other Zoho apps

User Training & Others

End user training
Other ad-hoc topics
Review the implementation

Advantages of The Onboarding Programme for Zoho CRM

Enhanced Capability

Your team gains the internal ability to implement and manage CRM effectively, with key champions acquiring deep insights on leveraging Zoho CRM to scale operations and improve business processes

Increased Flexibility

The system can be tailored to your company's specific requirements, allowing your internal champions to run proof-of-concept pilots and fine-tune the CRM as needed.

Lower Long-Term Costs

By reducing reliance on external experts for implementation and maintenance, your company saves on costs and shortens project timelines.

As a certified consultant of the Institute of Adult Learning, Zolution helps companies obtain grants for training & capability enhancement projects!

Get 50% PSG Support for Zoho CRM in Singapore

SMEs in Singapore can now get up to 50% funding through the Productivity Solutions Grant (PSG) to adopt Zoho CRM. This grant helps businesses improve operations and customer management with affordable CRM solutions.

Eligible companies can apply easily after receiving a quote from a Zoho-approved vendor like us, Zolution. Learn more about Productivity Solutions Grant (PSG)

Note: PSG is only available for Zoho CRM

Let's Talk

Frequently Asked Questions
About CRM Onboarding Programme

What is the Zoho CRM Onboarding Programme?

The Zoho CRM Onboarding Programme is a structured process that helps businesses implement Zoho CRM smoothly. It includes training, setup, and support to ensure teams can use the CRM effectively.

What does the onboarding process include?

The program includes six 2-hour weekly training sessions, covering CRM setup, customization, automation, reporting, and integration with third-party apps. Ad-hoc Q&A sessions are also available within the 60-day period for additional support.

Who is the onboarding program designed for?

The program is designed for businesses implementing Zoho CRM and aims to train internal teams (champions) to manage and optimize the CRM according to their

specific needs.

How is the program tailored to my business?

The onboarding program is fully customizable. We work with you to understand your business needs and adjust the training and setup accordingly, ensuring the CRM aligns with your processes.

What happens after the training sessions?

After the training, your internal champions will be equipped with the knowledge and best practices to manage Zoho CRM effectively. We also offer additional ad-hoc support during the 60-day period if needed.

What topics are covered during onboarding?

The curriculum covers key areas such as system configuration, customization, data migration, automation, reporting, and third-party app integration. There is also a focus on user training and implementation reviews.

How long does the onboarding program last?

The structured program consists of six 2-hour weekly training sessions, along with additional Q&A and support available within the 60-day onboarding period.

Can I request additional support after the onboarding program?

Yes, ad-hoc Q&A sessions can be arranged within the 60-day period for any additional questions or issues. Post-implementation support is also available for further assistance.

Is my company eligible for the Singapore government grants?

Companies can apply for the government grants if they meet the following criteria:

Registered and operating in Singapore
Have a minimum of 30% local shareholding
Have NOT made any payment to a supplier, vendor or third party in relation to the purchase/lease of the solution
Have NOT signed any contract with a supplier, vendor or third party in relation to the purchase/lease of the solution

Can SMEs in Singapore get 50% PSG support for the onboarding program?

Yes, SMEs in Singapore can apply for up to 50% support through the Productivity Solutions Grant (PSG) when adopting Zoho CRM.

note: PSG is only available for Zoho CRM