Zoho implementation for businesses
We help you move your customers, campaigns, and field operations out of scattered spreadsheets and paper files and into a clear, organized system. At United Consult, we handle your Zoho implementation from start to finish: we assess your needs, configure the system, and train your team. You can be up and running with your first module in just a few weeks.
They already work with us
Why do companies choose Zoho?
It runs in the cloud, so there's no need to buy or maintain your own server.
For simpler requirements, you can be up and running in just a few weeks.
No need to enter the same information in multiple places.
We tailor fields, workflows, and permissions to your operations without the need for coding.
Start with one module and expand whenever you're ready.
Stored on EU servers, GDPR compliant.
What is Zoho?
Zoho is a cloud-based business software suite. It offers nearly 70 applications that help companies manage their customers, sales, marketing, and field operations. It has been in development for over 20 years and is used by small businesses and large enterprises worldwide.
Zoho develops its own applications, so they work together seamlessly: data entered in one place automatically appears in all other modules. This gives you, as a leader, a unified view of everything happening in your company.
Use it from your browser or mobile device, whether you are in the office, at home, or on the go.
Updates are automatic; there is no need for downtime or extra payments.
International security certifications (ISO 27001, SOC 2), encrypted data, and two-factor authentication.
Zoho does not sell customer data and does not place ads in its system.
What are the Zoho modules for?
Out of Zoho's many applications, these three are the most helpful for businesses. You can start with any of them and connect them later.
Zoho CRM
If your customer data is scattered across Excel, emails, and notes, Zoho CRM brings order: see who inquired, what you offered them, and where the deal stands, all in one place.
Zoho Marketing Automation
If your newsletters aren't driving enough sales, Zoho Marketing Automation helps ensure everyone receives content they're interested in, exactly when they're most likely to buy.
Zoho Field Service Management
If you manage field service operations, Zoho FSM lets you organize work orders, technician schedules, and parts all in one place. Technicians can see everything they need right on their phones.
How does the Zoho implementation process work?
You don't have to wait months to start using the system. We move step-by-step, and you can test what we've set up as we go.
We discuss how you currently work, where the bottlenecks are, and what you want to achieve.
We decide what data Zoho should handle and what steps it should include.
We configure the settings and automations, and connect them with your other software.
In plain language, we show your colleagues how to use it based on your own processes.
We migrate your client data from old spreadsheets and programs, cleaning it up and removing duplicates.
For simpler requirements, this takes a few weeks.
We'll help if you get stuck, further develop the system, and when the time is right, we'll integrate the next module as well.
Who is Zoho for?
For any business that has outgrown Excel and paper: where it's difficult to keep track of clients and quotes, newsletters aren't bringing in enough customers, or site visits have to be coordinated over the phone.
Zoho CRM
If your customer data is scattered across multiple places and it’s difficult to track the status of individual quotes.
Zoho Marketing Automation
If you send newsletters but see low conversion rates, or if you have more leads than you can manage individually.
Zoho Field Service Management
If you perform on-site installations, servicing, or maintenance, such as for HVAC, solar panels, or machinery.
What are the benefits for company management?
See the numbers you need for decision-making in one place: where new customers are coming from, how much revenue is expected in the coming months, and how much work the team has completed. No more piecing together weekly reports from spreadsheets on Monday mornings.
More closed deals
No proposal will ever slip through the cracks, so you'll close more deals. You can see the status of your sales at any time and know exactly how much revenue to expect.
More customers from the same number of leads
Targeted emails and automated sequences turn more leads into customers, and existing clients return more often. You can also see exactly which campaign generated the revenue.
More work completed with the same team
If you organize your site visits better, the same team can get more work done. Once the work order is signed on-site, the invoice can be sent immediately.
Why implement Zoho with us?
United Consult has been helping companies with IT since 2000, and today we have 350 experts. In addition to Zoho, we also implement Salesforce and other business systems, so we don't just look at a single program, but also at how it fits into your company.
We implement both Zoho and Salesforce. We recommend what truly makes sense for your business.
The same experts who assess your needs will set up the system and provide ongoing support afterward.
You can get started with one module in just a few weeks, and we’ll activate the rest whenever you need them.
We have been working with companies since 2000, and we have been collaborating with most of our clients for over 10 years.
Training and support are provided in Hungarian by our Budapest-based team.
We are ISO 27001 certified, and Zoho stores your data within the EU.
Client success stories
See how we’ve helped our clients achieve their goals!
Our collaboration with United Consult has brought extremely positive experiences. We are currently working together to expand the Salesforce system to the public to support sales of as many of our products as possible. The project has already started and we expect professional support from UC in the future.
Tóth András István
Solution Sales Director
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E.ON Hungary
United Consult's innovative approach and technical expertise has significantly improved our data transmission and communication capabilities. The new messaging platform is not only highly configurable and user-friendly, but also complies with aviation standards and border control regulations. The project simplified our operations, increased efficiency and set a new standard for secure, real-time communications in the aviation industry.
Tamás László
Senior Data Manager of Data and AI
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Wizz Air Hungary
Unified customer management for a manufacturing and trading company instead of Excel spreadsheets
A domestic manufacturing and trading company was managing its B2B and B2C data across multiple Excel spreadsheets. By implementing and integrating Zoho CRM and Zoho Marketing Automation, we unified their sales data and processes, and created automated, interest-based email campaigns for their B2C subscribers.
Let's get to know each other! After a casual chat, you will know how to get started with Zoho.
You will be speaking with a Zoho expert, not a salesperson. By the end, you will know which module to start with and what to expect.
FAQ
Who can help with Zoho implementation in Hungary?
United Consult is a Budapest-based IT consulting group that helps businesses implement Zoho CRM, Zoho Marketing Automation, and Zoho FSM. One team handles everything from needs assessment to training and post-launch support.
What is Zoho, and what is it used for?
Zoho is a cloud-based business software suite with nearly 70 applications. Businesses most commonly use it for managing customers and sales (Zoho CRM), newsletters and campaigns (Zoho Marketing Automation), and organizing field service work (Zoho FSM).
How long does it take to implement Zoho?
For simpler requirements, it takes a few weeks. We proceed in stages, so you don't have to wait until the very end: you can start using the features as soon as they are configured.
How much does Zoho cost?
It consists of two parts: the Zoho license fee, which depends on the number of users and the plan you choose, and the implementation fee, which depends on how much the system needs to be customized for your company. We will provide a precise quote after our initial consultation.
Is it enough to start with one module?
Yes, in fact, most companies start this way, usually with the CRM. Other modules can be added at any time later on.
Zoho or Salesforce: which one should I choose?
For small and medium-sized businesses looking to get started quickly and affordably, Zoho is usually the better choice. For large enterprises with complex, multi-country processes, Salesforce is often more suitable. We implement both, so we will give you an honest recommendation on which one is more cost-effective for you.
Where does Zoho store my data?
Zoho stores European customer data in its own data centers in Ireland and the Netherlands, ensuring it remains within the EU. Zoho holds international security certifications (ISO 27001, SOC 2) and does not sell customer data.
Can I connect Zoho to my invoicing software?
Yes. Zoho can be integrated with invoicing software, webshops, and ERP systems (such as SAP or Microsoft Dynamics), allowing data to flow automatically between them.
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