Choosing the Right CRM

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! The success of your CRM system relies not only on selecting the right software solution but also on having access to the ongoing technical and business expertise necessary to understand and consult with you on your business and processes and then configure, support, and develop that system as well as keeping you and your team trained. We help you build the best customer experience possible by mapping each relevant stage of your customer’s journey through your organization to the appropriate Zoho application.

Evaluating Your Needs

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

"Gloo built interactive dashboards that are so important to our business that we display the dashboards via a large screen television set in our sales office for all to see!"

Roland  Hanzek
Director of Sales,

"Gloo was extremely helpful in designing, creating, and optimizing our Zoho CRM database. He worked diligently and came through as promised on his timing and pricing. In addition, Lorin was very accommodating towards our staff while training them on the system."

Richard Van Leeuwen
Director of Finance & Administration,
Academy Of Learning College
EnvelopeX icon

Contact us!

As a Certified Zoho Consultants, we offer premium professional services and support to help you get the most out of your CRM investment.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.