I run a small (2 people) education recruitment and staffing agency in the UK. We are currently using Zoho One, with the following core applications:
+Zoho CRM: For our sales and business development calls to schools and nurseries. +Zoho Recruit: For attracting candidates to our jobs. +Zoho Workerly: For temporary bookings, timesheets, and billing. +Zoho Books: For accounts and cash collection.
Our current challenges:
Zoho CRM: We find Zoho CRM overly complex and hard to use for our sales calls. We need advice on whether to: + Develop and simplify Zoho CRM to better suit our needs, including adding automations, or + Switch to Zoho Bigin, which might be more appropriate for our size.
Zoho Recruit: We are also struggling with Zoho Recruit and need similar assistance to optimize it for our recruitment processes.
What We Need: Consultation and Advice: Help us decide whether to continue with Zoho CRM or switch to Bigin. Customization and Setup: Once a decision is made, we need help to set up the chosen platform for our sales process, including any necessary customizations and automations. Training: Provide training for our team to ensure they can effectively use the optimized systems.
Cost Estimate: Please provide an idea of the costs involved for both the consultation and the implementation phases.
Additional Information: +We are a small team and need a cost-effective solution. +We are open to discussing rates and exploring custom packages that fit within our budget constraints.
I would appreciate it if you could provide a quote for these services. Please let me know your availability for a consultation to discuss our needs in more detail.
Thank you for your time and consideration. I look forward to hearing from you.
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