Zoho Sales Kickstart Bundle
Elevate Your Sales Process with Comprehensive CRM Support
Core Features
Zoho CRM Setup & Customization: Fully configure your Zoho CRM to align with your unique business processes, including custom modules, workflows, and third-party integrations.
Personalized Lead Cadence Creation: Receive a customized lead nurturing cadence with up to 6 professionally crafted emails, targeting your prospects strategically over a 6-month period.
Sales Cadence: Benefit from the implementation of an automatic sales cadence sent to your prospects, delivered over the course of 6 months to keep your lead generation efforts consistent and impactful. CRM Experts will create the Cadence and Emails.
Consulting & Ongoing Support: Get expert consulting to refine your strategies, optimize Zoho CRM performance, and ensure you achieve the best results. Our email support is also available for ongoing guidance and troubleshooting.
CRMCoPilot.AI Silver Offering: Supercharge your pipeline with up to 1,800 new leads per year (150 leads per month), directly integrated into your CRM, ensuring a steady flow of opportunities.
Training & Continuous Support: Equip your team with ongoing training sessions to ensure they’re proficient and making the most of Zoho CRM’s features.
Exclusive Tools
Customer Portal: A centralized portal for submitting support tickets, tracking project progress, and managing your account.
CRM Experts Knowledge Base: Access to an extensive library of resources, tutorials, and FAQs to optimize your Zoho CRM.
Monthly Tips & Tricks Newsletter: Stay ahead with monthly CRM strategies, tips, and best practices sent directly to your inbox.
Post-Cadence Audit & Ongoing Optimization
Data Enrichment, Merging, or Deduplication: We clean and enhance your CRM data, merging duplicates and filling in missing information to ensure accurate and reliable data management.
Yearly Consultation or Training Calls: Up to 3 yearly consultations or training sessions to address evolving business needs and ensure ongoing growth.
Roadmap & Strategic Advice: Receive a customized roadmap with expert guidance on additional steps to further improve your CRM and sales strategies.
Monthly Customer Success Manager Meetings: Meet with your dedicated Customer Success Manager each month to review progress, address challenges, and plan future improvements.
Zoho Essentials Development & Support
Ticket-Based Support: Submit and track support tickets for timely issue resolution through our CRM Experts ticketing system.
Zoho Development: Enhance your CRM with custom development services, including new modules, automated workflows, and third-party integrations.
Administration: Regular maintenance and optimization of your CRM to ensure maximum performance and efficiency.
Consulting: Strategic consulting to help you maximize your return on investment (ROI) from Zoho CRM tools.
Online Collaboration Tools: Seamlessly manage communication and project workflows through our collaboration platform.
Yearly Pricing
Self Guided Support – 2 Hours / Month: $1,900.00 / year
Additional Benefits
Unused Hours Roll Over: Unused support hours automatically roll over to the next month, ensuring you get maximum value from your subscription.
Monthly Timesheet Reports: Stay informed with detailed reports that provide transparency into how your support hours are utilized each month.
FAQ
What happens if I exceed my hours?
Extra hours will be billed at $50 per hour and invoiced at the end of the year.
What if I don’t use all my hours?
Unused hours will roll over as long as your subscription remains active, providing flexibility and value.
Can I upgrade my plan mid-year?
Yes, you can upgrade your plan at any time, with prorated adjustments for additional hours.
How does CRMCoPilot.AI source leads?
Our Silver Offering delivers up to 1,800 new leads per year (150 leads per month) directly into your Zoho CRM through intelligent sourcing technology.
What audit activities are included?
Post-cadence, we offer data enrichment, deduplication, strategic advice, and monthly customer success meetings to ensure your system stays optimized.
How do I submit support tickets?
You can submit tickets through the CRM Experts ticketing system, available from your customer portal.
Can I cancel my plan?
Yes, you can cancel anytime. Any remaining hours will be available for use within 30 days post-cancellation.
Why Choose the Zoho Sales Kickstart Bundle?
With a focus on lead generation, expert CRM support, and long-term success, the Zoho Sales Kickstart Bundle provides everything you need to drive results. Powered by CRMCoPilot.AI and backed by ongoing consulting and audits, your CRM will always stay optimized and ready for future growth.
Sign Up Now to take your lead generation and CRM management to the next level!
