The Correct Way to Set Up Your Team with Zoho Starting with apps from Zoho? Don't worry; we're here for you! We at Ibuinfotech, a reputable Zoho Authorized Partner, offer complete Zoho Onboarding Assistance to assist your team in effectively and confidently utilizing Zoho tools. From initial setup to user training — we ensure a smooth and successful start.
How does Zoho Onboarding work?
The crucial phase of your Zoho apps' onboarding is: Prepare for your group. adapted to your company Introduced to users with training supported for a successful launch We walk you through each step so that your team doesn't make mistakes, wait too long, or get lost.
What Does Our Zoho Onboarding Service Include?
✅ 1. Setup of a Zoho Account We assist in setting up the admin users, app access, and Zoho account for your business.
✅ 2. App Selection & Planning Based on your business requirements, select the appropriate Zoho applications (CRM, Desk, Books, Projects, People, etc.).
✅ 3. Configuration & Branding Configure your system preferences, user roles, custom fields, and logo.
✅ 4. Import of Data We assist you in importing customer records, leads, contacts, and other essential data into the new system.
✅ 5. User Training and Team Onboarding Walkthroughs of the dashboard Highlights of the feature Cases of everyday use explained guides with pictures or live sessions
✅ 6. Go-Live Assistance We help with the initial launch, answer questions from users, and make real-time adjustments.
Who Really Requires Zoho Onboarding?
New businesses to Zoho Teams that are unfamiliar with ERP or cloud CRM tools Startups that require quick deployment Businesses expanding shift from manual to automated tools. Companies that simultaneously use multiple Zoho apps