Zoho CRM Setup

Use the full power of ZOHO CRM.

Reduce Costs. Save Time. Increase Sales

Your authorised ZOHO partner, with an in-depth understanding of how to harness ZOHO for small businesses

Streamlining Your Business, Not Complicating It

If your CRM isn’t saving you time and increasing your revenue, it’s time for a change.

You need efficient, straightforward solutions that not only save money and resources but also enhance your ability to earn more.

It’s time to simplify.

To harness the power of technology to maximise your time and capacity.

After over 40 years in IT, project management, and the last seven years mastering Zoho CRM, I understand the nuances of effectively implementing systems that genuinely work for small businesses.

Talk ZOHO CRM with Rod

I'm people and outcomes first, technology second when it comes to implementing ZOHO for your business.

I'm committed to finding the simplest path to success.

I’m not just a CRM specialist; I’m a problem solver. I’ve dedicated decades to refining complex systems into simple, impactful tools.

I know the frustrations of wasted time and resources. That’s why I focus on helping you customise your ZOHO CRM to make it work best for your business.

I know it needs to not only be powerful but also understandable and manageable.

What I’ve achieved for previous clients, I’m ready to do for you too.

–Rod

I’m here to help your business harness the full potential of Zoho CRM. Whether you’re looking to install a basic setup or require a complex, fully integrated system, I simplify the journey.

Do any of these challenges sound familiar?

Here's how we'll work together

Scope the Project

We start working together, working out what you need, want and are hoping for. I can recommend a best plan forward.

Do the Techy Bits

I get to work, setting up ZOHO CRM/ONE , integrating it with your systems, checking in with you and testing it all before it goes live.

Train you Up

Once it's set up, we work together to get you and your team using it confidently allowing you to maximise the benefits of ZOHO.

Try ZOHO ONE for FREE

Explore the power and potential for yourself!

Get your trial account here

What you can expect when working with me

A commitment to ensure ZOHO works the best way for your business
A New Zealand based ZOHO expert who you can talk with directly
40 years of systems and technology experience across Manufacturing, Retail, Wholesale & Distribution, Technology and Services
A rich understanding of how sales and marketing works best in small businesses
A focus on ensuring everything stays on your own platforms, so you are not tied down to a specific ZOHO partner

7 years working with Zoho CRM, Marketing Automation and Inventory Management
Integration of your CRM with your other core systems
Customise your Sales Pipeline to suit the way you sell
Create useful dashboards to measure your success
Dedication to ensuring your team has the knowledge and training to use your CRM effectively
Ensure the Customer information you currently have makes it safely into your new CRM
Automate those repetitive tasks

Drive your sales, marketing and systems through ZOHO

Ready to drop the wasted hours of double handling, the lost sales and lack of integrated communication across your business?

Testimonials

Wonder what it's like to work with me?

Read our feedback

Identify Marketing have recently helped my switch over to using Zoho One for my CRM system and wow this programme is changing my life! The automations that have been setup are seriously awesome and saving me so much time as well as giving me a better overview on all leads, with nothing is falling through the cracks! Dealing with Rod has been great, I am always impressed at how fast he responds and I can definitely see this software superceding some of the other more expensive pieces of software that I currently use. Thanks guys #gamechanger.

Rod has been invaluable when implementing Zoho and improving functionality and workflows over time. Zoho has been transformative for my business, and Rod is talented at understanding business process flows and marrying this with what Zoho can do. I trust Rod and his advice completely, and strongly recommend him to others (and have done so a half dozen times). You can’t find a better person to help you with Zoho for love nor money!

Eight months after installation, things are going well. We are faster, more organised, and better at being aware of customer issues and conversations. Therefore, we provide a better customer experience and have increased sales, all while going home on time. Zoho has a suite of 45+ Apps, most of which we have yet to discover what they can actually do. Rod is the type of software expert who sees it as part of his brief to coach, and he encourages your team to experiment and follow their instincts with the software based on there being no error (within reason), which is not reversible. We are now in a position where we can customise most of our workflows, templates and reports. We have loved working with Rod. He is clearly experienced in working with software engineers and people at senior management levels, as well as the wide range of people who will be using the software constantly, day to day. Rod's approach is both refreshing and down to earth. His knowledge of Zoho CRM, particularly in areas like workflow automation and customer data management, proved invaluable in boosting our operational efficiency.

Rod has been fantastic in helping us get up to speed with our new CRM, Zoho. He always answers our questions thoroughly and in a way that's easy to understand. We highly recommend him to anyone looking for a knowledgeable and approachable expert.