Zoho Project Presentation
Transcript: Zoho Project Presentation Carson McQuarrie Expert Electrical Tasmania Why Invest Why Invest Why Invest in Technology for Business Why Invest in Technology for Business Businesses of every industry are adopting technology for different purposes, at different rates, and with different levels of success. Let's talk about insight from 3 industry reports to gain perspective. Below are areas where I beleive E.E.T. will experience strong improvement from adopting an evolving technology policy: Adaptable and scaleable business model Revenue and margin growth Inventory management Customer relationships and perception New customers McKinsey Global Survey McKinsey Global Survey The online survey was in the field from July 7 to July 31, 2020, and garnered responses from 899 C-level executives and senior managers representing the full range of regions, industries, company sizes, and functional specialties. Reference: McKinsey Global Survey VALOIR REPORT VALOIR REPORT Digital 2022 Global Statshot Digital 2022 Global Statshot Why Invest in Zoho Products Why Invest in Zoho Products Zoho has developed dozens of different products for businesses. There are many advantages about Zoho but the primary winning ones are: Scaleability in their products and prices Vast library of Zoho products, app cross compatibility, and external integrations Intuitive interfaces and understandable operating systems What is E.E.T.'s Vision? What is E.E.T.'s Vision? All this information provides a lot of perspective but can still allow uncertainty in the businesses future. I pose no solution or end goal, however, some questions to consider in shaping future buiness decisions are: How long do I want this business stay compeitive and how? What can we do to adapt, compete, and scale in an evolving industry? McKinsey Global Institute McKinsey Global Institute Article McKinsey Global Energy Perspective 2019 & 2022 McKinsey Global Energy Perspective 2019 & 2022 What's it Going to Take? What Zoho Products Zoho Products Zoho Ecosystem The Zoho ecosystem consists of Zoho One, 7 suites, and 40+ products. Time and Phases Phase #1: 110-130 or 75 hrs Phase #3: ??? hours Phase #2: ??? hours Zoho Project Phases Phase #1: ??? hours Phase #4: ??? hours Cost Phase #1: $4,620 - 5,460 or $8,167.5 Phase #3: ??? Phase #2: Zoho Project Phases Phase #1: ??? Phase #4: ??? Implementation How to Implement Phase #1: Phase #1: CRM, Bookings, Calendar, + Mail The purpose of this phase is to improve the processes connecting admin and sales, and the metrics available for analysis by management. The key processes that will be introduced and improved involve: Lead Management Deal Management Automations Analytics Plus Zoho Mail when we're ready to comit to annual billing. Estimated time: 110-130 or 75 hours Plus CRM Zoho CRM CRM is the foundation of scaleable business processes. As part of Zoho CRM, in phase #1 of the Zoho Project, the tasks to complete are: Build contact management and lead generation dashboards Build deal management dashboards for technical consultants to close sales Create a process consisting of webhooks and several automations for lead management and deal management (admin and technical consutlants) to work in a joint fashion Fillable web forms on the E.E.T. website Create analytics dashboards and recurring reports automations for management Lead Generation Lead Generation Deal Management Deal Management Automations Automations Analytics Analytics Bookings Zoho Booking Zoho Bookings will enable better organization and structure to the lead management role. As part of Zoho Bookings, the tasks to be completed are: Create a custom booking page on E.E.T.'s website connected to a group calenders Create automated workflows that turn new bookings into contacts in Zoho CRM Create automated attendee-specific reminder and follow-up messages via email, SMS, and pop-ups Lead Generation Lead Generation Lead Management Lead Management Calendar Zoho Calendar Zoho Calender will help improve lead management. The tasks to be completed are: Create custom calendars and dashbaords for all staff of admin, sales, operations, and management roles Create appropriate role-based permisions between staff calendars Lead Management Lead Management Mail Zoho Mail Zoho Mail would improve organization among all members with the addition of multiple features not available on Gmail such as Kanban view for different categories of mail and tasks, native attachement library, and tabs to easily navigate so you don't clutter up web browser tabs, and a new collaborative way to communicate with coworkers called Streams. See video below to get glimpse of features: Phase #2: FINANCIAL PROJECTION Phase #2: FINANCIAL PROJECTION Phase #3: FINANCIAL PROJECTION Phase #2: FINANCIAL PROJECTION Phase #4: FINANCIAL PROJECTION Phase #2: FINANCIAL PROJECTION Phase #4: FINANCIAL PROJECTION Phase #2: FINANCIAL PROJECTION