Evaluation

Is the search for the right CRM painful? Too many choices? Don’t even know what to ask the vendors, let alone choose which vendors to ask? We can help!


Evaluation

This initial process happens before you purchase our services. The goal is to determine which Zoho products and Gloo services will be the best fit and generate a proposal for you. This is accomplished through a consultation in which we ask you very targeted questions to begin to understand your:

Operating Environment
Issues & Goals
High Level Requirements