customerization.stageshd.com
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Submitted URL: https://il-customerization.stageshd.com/
Effective URL: https://customerization.stageshd.com/
Submission: On December 30 via automatic, source certstream-suspicious — Scanned from NL
Effective URL: https://customerization.stageshd.com/
Submission: On December 30 via automatic, source certstream-suspicious — Scanned from NL
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* ZOHO
* Zoho Services
* Zoho Consulting
* Zoho CRM
* Zoho One
* HE
* MS Dynamics 365
* Digital Transformation
* Pricing
* About
* Learning
* Blog
* Case studies
* Guides
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CONTACT US
Contact Us
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Navigation Menu
* ZOHO
* Zoho Services
* Zoho Consulting
* Zoho CRM
* Zoho One
* HE
* MS Dynamics 365
* Digital Transformation
* Pricing
* About
* Learning
* Blog
* Case studies
* Guides
* Newsletter
* Corporate Training
Contact Us
ZOHO CONSULTING SERVICES FOR BUSINESS
Scale your business with Customerization consultants and Zoho solutions
Get a Free Zoho Account
NO CREDIT CARD REQUIRED | 30-DAYS FREE TRIAL
WORK WITH THE BEST ZOHO SOLUTION PROVIDER
Your company is growing and now you face new challenges like:
“We are adding salespeople which means we need technology to support them so we
can manage our customer relationships better.”
”It felt like just yesterday we could run everything in the business on
spreadsheets but now I need to hire people just to manage spreadsheets. That
seems wasteful and expensive.”
”We are using software for our industry that is supposed to be flexible but I
need this software to integrate with other systems and I’m wasting time every
day trying to make it work.”
”We spend so much time on manual and repeatable tasks every day.”
”We are thinking of using Zoho but want to make sure we have the right
implementation partner to support us.”
Let's Get Started
A 15 min call lets us hear more about your project and determine how we can
help.
Book Now!
OUR ZOHO EXPERTS ARE THE RIGHT FIT IF YOU ARE
Experiencing high growth and want to evaluate your technology platforms to
support that growth.
Needing help to automate business processes and seamlessly integrate with
legacy/proprietary software and your new CRM.
Wanting Zoho expert implementation recommendations for Zoho CRM to maximize your
investment.
Wanting to leverage platform customization flexibility options to fit the
solution to your individual business needs.
Ready to reduce customer frustration due to missed orders or the disconnect
between internal departments.
Ready to unlock your data and make informed decisions based on it. Foster
collaboration and teamwork based on access to relevant data & reports.
WHAT WE DO
Our business automation services work best for small and medium businesses
ZOHO SERVICES
Zoho consulting, implementation, and integration. Zoho CRM, Zoho One, Zoho
Analytics and more. Zoho support packages.
Go to Zoho services
MANAGED SERVICES
Proactive monthly system monitoring, health check, and hands-on support hours.
Learn more
CORPORATE TRAINING
A hands-on training framework that increases team productivity, cuts operational
costs and leads to additional revenue generation.
Learn more
ZOHO SERVICES
Microsoft Dynamics 365 consulting, implementation, and integration.
Dynamics 365 Marketing.
Dynamics 365 Sales.
BUSINESS ANALYTICS AND BI
Zoho Analytics and Power BI consulting, solution design, and implementation.
CRM CONSULTING
Choose the right CRM for your business. CRM implementation and integration on
time and on budget.
TESTIMONIALS
“At Phoenix Imports, we didn’t have a CRM and were trying to run our business on
spreadsheets. Once we selected Zoho CRM – we knew we needed expert help to move
our data, set up a process for our sales reps to use the new tool and implement
everything quickly. After talking to other companies who used Customerization
and hearing about their experience and success, we knew we were on the right
track by partnering with them.
We now have detailed reports on customer data, our sales reps have an easy to
use form where they can efficiently enter data while on sales calls and it was
all implemented quickly because Customerization listened to our needs, provided
ideas and guided us to the best solution for our needs, while keeping us updated
on progress with frequent check-ins that we were all on the same page.”
Wayne Forrest
Vice President of Operations and
Finance Phoenix Imports Inc.
INDUSTRY SOLUTIONS
As a Zoho consulting and implementation company we work with small & medium
businesses across multiple industries. Therefore, we know to ask the right
questions, anticipate challenges, and provide the fit-for-purpose solution
without any confusion.
ZOHO RECRUIT FOR RECRUITMENT AGENCIES
Your recruiters should be placing candidates not managing spreadsheets. When
your recruiters should be:
* Building relationships
* Full customizable components
* Detailed layouts & elements
But instead are:
* Trying to juggle thousands of candidates in spreadsheets
* Wasting time building reports that have to be reinvented each cycle
SOMETHING IS WRONG
Your business technology should support your business growth.
Is it crazy to ask for the right technology to support my recruiters and run my
business efficiently? No, we don’t think so at all.
We are technology experts specifically using Zoho Recruit.
Learn how we help other recruitment agencies everyday.
Ask it here
MORE INDUSTRIES IN OUR PORTFOLIO
MANUFACTURING
Product recall solution with Zoho Inventory; batch management.
MARKETING AGENCIES
Full business operating system, from lead capture through the pipeline
management to order management and shipping with Zoho One.
ONLINE EDUCATION
End-to-end business management solution for an online certification institution.
Zoho one and integrations with third party systems.
COACHES
Sales management process via Zoho CRM.
HAVE A QUESTION ABOUT YOUR NICHE?
Ask it here
WHY US
We started Customerization because we believe that every business deserves a
fit-for-purpose platform to operate effectively. Fully integrated revenue
generation infrastructure makes businesses efficient, adaptable, and
competitive. We convert decades of experience across industries and markets into
each and every client’s success.
LOCAL
Just around the corner, in Toronto. Speaking the same business language. Call
us, see us in-person, solve problems over a call.
EXPERIENCED
Decades of CRM, Business Applications and Cyber Security experience. In-house
and on agency side.
COST-EFFECTIVE
Accurately priced services keep costs under control. Competitive pricing
compared to alternatives.
PRODUCTIVE
We value your time, and ours too. The whole team is hands-on, no administrative
resource waste.
PARTNER, NOT VENDOR
We focus on processes and solutions rather then software features. And deliver
results you can trust.
ALL UNDER CONTROL
Dedicated project supervision at every stage. Scope it right, deliver on time
and on budget.
WHY BUSINESSES NEED A ZOHO PARTNER LIKE US
Are you getting the most out of Zoho?
You selected ZOHO to take your business to the next level, envisioning a quantum
leap in sales, information flowing freely through your organization, a smooth
transition to an online business model.
What’s the most effective way to achieve your goals?
Fully utilizing ZOHO’s potential requires specific expertise. You need
experienced professionals who know the ins and outs of ZOHO and can quickly
handle any implementation – from the simplest to the most complex – from speedy
CRM configuration to integration with your ERP system and data migration, to
effective training and user adoption.
That’s where we come in.
As an authorized ZOHO partner, we specialize in maximizing your ZOHO
utilization and effectiveness. Our skilled team leverages extensive
experience and creative problem-solving to design and implement your
entire project — guiding you along every step of the way, helping you
make smart choices that empower your organization,
mitigate risks, and ensure that your vision of ZOHO’s potential becomes
a reality.
Are you getting the most out of Zoho?
You selected ZOHO to take your business to the next level, envisioning a quantum
leap in sales, information flowing freely through your organization, a smooth
transition to an online business model.
What’s the most effective way to achieve your goals?
Fully utilizing ZOHO’s potential requires specific expertise. You need
experienced professionals who know the ins and outs of ZOHO and can quickly
handle any implementation – from the simplest to the most complex – from speedy
CRM configuration to integration with your ERP system and data migration, to
effective training and user adoption.
That’s where we come in.
As an authorized ZOHO partner, we specialize in maximizing your ZOHO
utilization and effectiveness. Our skilled team leverages extensive
experience and creative problem-solving to design and implement your
entire project — guiding you along every step of the way, helping you
make smart choices that empower your organization,
mitigate risks, and ensure that your vision of ZOHO’s potential becomes
a reality.
We look forward to partnering with you on your ZOHO journey.
Contact us
OUR TEAM
We’re a team of seasoned business technology experts with a passion for helping
ambitious and growing SMBs in the heart. Out team includes:
* Exceptional Zoho consultants and developers specializing in Zoho One, Zoho
CRM, Zoho Books, Zoho Inventory, Zoho Recruit and other Zoho Applications. We
develop custom applications and write Deluge code.
* Experts in data migration including via API.
* Experts with 15+ years in Microsoft Dynamics 365 Sales, Microsoft Dynamics
365 Customer Service, and Microsoft Dynamics 365 Marketing.
Kira Tchernikovsky
Co-Founder and CMO
An international marketing consultant with over 14 years of experience with
start-up companies and corporates,
I moved over to the business technology space to offer SMBs in Canada and beyond
affordable Digital Transformation solutions.
Prior to Customerization, I was leading the B2B Product Marketing approach HSBC
Bank Canada, and am especially proud of contributing to the launch of the
‘Business Banking’ proposition, a simplified and digitized banking solution for
SMBs.
Before HSBC, I led the fintech start-up marketing team as Head of Global
Marketing at Credorax, working closely with the sales, support, and product
management teams and starting to get the glimpse of understanding the role of
business technology in the overall company success.
Mentor At:
Certifications:
FAQ
Is Zoho an expensive software?
Zoho has a very reasonable price for the value it brings. It is considered one
of the most economically feasible and feature-rich solutions in the business
technology market.
You can pay per user per app or you can choose to use app bundles that are
priced under one umbrella. The latter fits when your org uses more than one app
(e.g., Recruit and CRM) or when you need to serve different LOBs (e. g., Sales,
Marketing, Service, Project Management, Finance, etc.)
There are also additional plugins and connectors that are not included in the
bundle price, and can be purchased separately (e.g., enhanced social media or
e-commerce platform connectors). As your implementation partner, we would work
with you to define what apps/ bundles/ add-ons you need to purchase for your
specific case.
An example of the bundle pricing is the Zoho One bundle:
https://www.zoho.com/one/pricing/
Do I need a developer every time I want to add fields or change something in my
Zoho
In short, no, you don’t need a developer every time you want to make changes to
your Zoho system. Zoho has an intuitive interface, and users are able to perform
basic changes like:
* adding or removing data fields
* activating and deactivating apps in Zoho app bundles
* playing with settings
* pulling reports
However, from our experience with many clients, here are some tried & tested
tips:
* Go through Zoho User Training
* Use a Zoho partner (like Customerization) to build out the basic setup and
configuration and establish a support relationship to partner with you for
your future changes.
* When you’re customizing your system (which IS the point of configuring the
system that fits your specific business needs and processes), you want to
document each step and each change you make because changing stuff in one
place can break something in another. Make small changes and test that
everything still works; keep track of all your changes to reverse engineer if
anything turns out differently than what you expected.
* Keep the system in the hands of one/ max two people who are responsible for
it in the organization as part of their day-to-day job responsibilities.
This should not be an afterthought system to manage.
What if I’m not 100% sure what I need?
That’s understandable. There’s a lot of information out there in the digital
marketplace. Let’s review a couple scenarios and give you some guidelines to
follow.
1. You are already on Zoho, and you need to maximize its effectiveness. This
can be adding a module, or even designing and implementing a complex
solution. You already have requirements, but need help on timelines, pricing
and implementation expectations.
In this case you can share the requirements with us and hop on a call with one
of our experts and discuss your plans in detail. During that call we can share
more about our implementation framework, processes and even provide you with a
rough estimate for project implementation costs that you can expect to incur.
2. You have the scope of work lined up, and Zoho made it to your final list of
potential solutions. But, before you purchase the software, you’d like an
extra set of eyes to review your plans and software to make sure you avoid
any project pitfalls and make sure you are purchasing exactly what you need
from Zoho.
Here we will follow a similar process. We will set up a call, you will share
you requirements and plans as well as the open questions you have. We can then
provide validation of your Zoho software purchase plans and provide the guidance
you need to feel confident you are on track.
3. You are still trying to decide between Zoho and a different system.
We are experts in Zoho and Microsoft Dynamics 365, so if those are your two
systems that you are trying to decide between then, we can definitely help you
with comparing these two solutions by guiding you through the pros and cons. We
have a ton of experience helping clients pick the best system for their needs
today as well as future proofing your purchase.
In the meanwhile, you can open a free Zoho trial account to test out the
software and see how you like it.
CONTACT US
Need more information?
Not convinced how exactly we can help? Share all the information with us and
we’ll tell you our thoughts!
Message us
Ready to talk now?
Book a 30 min call to understand your challenges and priorities and see if we
are the right fit for you.
Book a call
Customerization Inc
9131 Keele St Suite A4
Vaughan, ON L4K 0G7
Canada
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