A tool the team works around
The CRM is filled in at month end, and the real information lives in spreadsheets and chat threads.
All servicesERP and CRM advisory
Business tools that follow your processes, not the other way round
We help you choose, configure and drive adoption of an ERP or CRM that fits your size and the way you work, with particular expertise in the Zoho suite. The framing stays independent of the vendor.
We work with Zoho because it fits many SMEs well, not because of any partnership. We recommend another platform when it fits better.
The challenge
When the business tool works against the team
An ERP built for another company
Configured to an integrator's standard model, it imposes steps that do not exist in your business.
Systems that do not talk to each other
Quotes, invoicing, stock and support entered several times, with gaps nobody reconciles.
A vendor chosen without framing
The decision is made on a demo, without having written down what the tool must do for you.
What we do
What ERP and CRM advisory covers
Process framing
Your real processes, from prospecting to cash collection, written down before any tool is chosen.
Solution selection
A short, reasoned comparison, Zoho included, with a clear opinion and its reasons.
Led configuration
Fields, automations, roles and reports defined from your processes, not from the manual.
Integrations
Accounting, ecommerce, email, telephony: the essential flows connected properly.
Data migration
A migration plan, a clean-up beforehand and acceptance testing with your teams.
Adoption
Training by role, short documentation and follow-up until the tool is genuinely used.
What you receive
Written deliverables, at every step
- 01
A framing dossier
Processes, requirements and selection criteria, written and approved with you.
- 02
A reasoned recommendation
The chosen tool, the starting scope and the order of the lots.
- 03
A documented configuration
Every automation and every field explained, so your team stays in control.
- 04
An adoption plan
Who does what, from when, and how you measure use.
How we work
Four steps, from framing to adoption
- 01
Framing
Two weeks to write down your processes and requirements.
- 02
Selection
Comparison, demos on your cases, recommendation.
- 03
Implementation
Configuration, integrations and migration, lot by lot, with acceptance testing.
- 04
Adoption
Training, documentation and follow-up of real use.
Contact
Let us start with a 30 minute conversation
You describe your situation, we tell you plainly whether and how we can help. No preparation, no commitment.