Our Zoho Managed Service Plan combines the features and benefits of the Zoho CRM Enterprise platform with the technical and marketing expertise of TopLine Results. Our implementation approach enables your team to become productive as quickly as possible for maximum ROI on your Zoho CRM database. With strategic marketing guidance and deployment of up to three marketing packages of your choice, you can jump start your sales with lead generation programs.
Services may include needs analysis, project review, project management, baseline and final success metrics.
Services may include field and form customizations, account, contact and lead configurations, opportunities configuration, custom system views, custom dashboards, simple workflow automation, initial CSV data import, profiles, and permissions.
Services may include live, web-based introductory training and TopLine training videos.
Services may include new user set-up, email integration, system upgrade analysis, system guidance, phone, email, and web-based technical support.
Services may include service snapshot report, CRM health report review and strategic discussion regarding evolution needs.
Services may include workflows, custom entities/modules/tables, advanced reports, advanced dashboards and CRM analytics, including goals, and targets.
Services may include strategic marketing direction and guidance, with up to three marketing packages of your choosing. View our marketing specialties below, or view our full menu of campaign services here.
Time to migrate your email marketing? Marketing list migration is one of our specialties. Includes email list validation and migration to Zoho. Also includes list segmentation and syncing for reporting in Zoho CRM.
Learn best practices for creating email templates that gets results with our performance-proven design. Includes email template design and training.
Increase your marketing ROI and save time by nurturing your prospect and contact relationships with email marketing automation. Includes design of 3 email templates, automation configuration, and reporting.
Save time and build relationships by integrating your social media platforms with Zoho. Includes integration and training on single platform post management.
Has it been months since you last contacted your customers via email? It might be time to run an opt-in email campaign to protect your email reputation. Opt-in campaign training includes best practices and the creation of an opt-in form and opt-in email template.
If you have an email marketing or web tool already in place that is working for your organization, we can integrate it with Zoho CRM for increased data visibility and streamlined management.
Is your email list small or non-existent? The first step is to begin actively subscribing contacts. Email subscriber campaign training includes form design, subscription email confirmation template, and internal notifications.
Regular communication increases customer retention and lead conversion. Ensure you are staying in contact through email. Includes 3 email communications using our proven best practices.
Market your services and products via a webinar. TopLine will set-up the webinar and create up to 2 email invitations. No software purchase required.
Supplement your lead generation efforts with LinkedIn Advertising. Examples may include targeting audiences from canceled trade shows and events. Includes ad and lead generation form design. Note: Ad budget is not included.
Gain insight and understanding into your prospects using Google Analytics. Includes configuration of Google Analytics to begin website tracking. For customers already using Google Analytics, we will train you on how to translate your metrics into impactful changes on your website and social media networks.
“TopLine provided us with robust support to help us transition to the Zoho CRM platform. The transition was smooth and allowed us to speed up the process of managing our sales and marketing activities. They also helped us to begin our digital marketing initiatives and provided speedy and insightful technical support. We highly recommend TopLine Results.” -Packaging Resources, Inc.