How to choose the best Zoho Implementation Partner?

Implementing Zoho for your business can be quite challenging, especially if you don't have the required expertise and resources.

You might think about having your developers implement Zoho for your business. However, it might not work if your in-house developers don't know the ins and outs of Zoho.

To avoid costly mistakes during the implementation process, you need to find a Zoho Partner who understands your needs, possesses the experience and expertise you are looking for, and has a proven track record of successful Zoho implementations.

It goes without saying that, choosing the right Zoho Partner for your Zoho related needs is like finding a needle in a haystack. No biggie!

In this blog post, I have shared the top 6 tips that might help you find the right Zoho Partner for your Project.

6 Tips to choose the right Zoho Implementation Partner

It doesn't matter if you've just started Zoho implementation or if you are in the middle of the implementation process, you need Zoho Partner help for successful implementation. It’s Never Too Early or Too Late to Engage with a Zoho Implementation Partner

You might have this question suddenly strike in your mind: how can I find the right Zoho Partner for a successful implementation of Zoho for my business?

Well, you can easily find the right Zoho Implementation Partner for your project if you follow these 6 tips:

1.  Do Some Research about Zoho Partners on Google

You should perform some online research before selecting the Zoho Partner for your project.

You can pick a Zoho partners from various sources like Google search, social media, Zoho Community and leverage your own network for recommendations. After that, you have to whittle them down to a handful based on certain factors like the partner’s location, years of experience, portfolio, customer satisfaction, and Industry specialization.

If you'd like to know more information about the shortlisted Zoho partner, schedule a discovery call with them and ask about their previous experience working on similar projects, which Zoho apps they specialize in, how many certified Zoho developers they have, their implementation approach, engagement model and what it's like to work with them.

2. Probe into their Partnership Status with Zoho

Zoho Partners are assessed every year based on skills, quality of service and the amount of revenue generated for Zoho and based on these assessments Zoho accredits its partners with different statuses (Authorized Partner, Advanced Partner and Premium Partner) which is an important factor you should consider while choosing a Zoho partner because it is the best way to validate if a specific partner has the necessary expertise and experience to do your implementation successfully.

If you are aware of companies in your field, similar in size to yours, and who have recently implemented Zoho for their business, ask about their satisfaction with the project, their performance regarding project delivery and budget and gather all the information you need.

To make your investment worth every penny, select a Zoho implementation partner who is proficient with the Zoho apps required for your business, who has a proven track record of successful implementation for different business verticals, and has a sufficient Zoho development team to deliver the project on time.

3. Ensure your Implementation Partner has Relevant Industry Experience

Having knowledge and understanding of the specific domain is essential to the success of a Zoho implementation. Select a Zoho partner who can easily grasp your business language and terminology, who can guide, support, and train you as you adopt and customize Zoho based on your business process to meet your organization needs.

For example, the chosen Implementation partner has firsthand experience with CRM implementation for the manufacturing industry; they will know the workaround for common challenges faced by the industry based on past working experience.

It clearly shows that having industry expertise for your project can be a big advantage for your business because similar solutions have been implemented for other companies like yours, which helps them to solve your problems more quickly and make the implementation process easier and faster.

4. Work with a Zoho Partner, not with an Order-Takers

Choosing the right Zoho Partner is more than just looking at their technical proficiency. If you are just looking at the technical knowledge and award the project to them, then the chosen one won't be a real "Zoho Partner" but rather only an order-taker (They would do just what you tell them to do).

You can easily recognize the "Order Takers" or "Yes-Man", while you're talking to them. They simply agree with your every suggestion and go along with every proposed action. It won't help you achieve the results you want for your business.

If you don't want to back the wrong horse, work with the  Zoho Implementation partner who will disagree with you if they find out your plans are unrealistic or ineffective and provide you a smart workaround to achieve what you need and will go the extra mile to get the most out of your Zoho investment.

Therefore, be transparent and communicate with the partner what you are trying to achieve with Zoho for your business before starting the project, and they will ask questions related to your requirement and your business.

You might be wondering why they ask questions. The reason for doing this is to understand your business process to the core and identify the inefficiencies in your process.

Every project comes with a new challenge, but the competent Zoho Partner has dealt with hundreds of projects like yours, which helps them to comprehend your business process perfectly and provide you a Zoho implementation roadmap to meet your specific business needs, which will definitely benefit you in the long run.

5. Examine the Partner's Portfolio to ascertain which Zoho apps & Industries they have worked on.

To conduct a successful implementation, examine the Zoho partner company's portfolio to find out if they have handled projects similar to yours, which helps you to know about their expertise in Zoho Implementation.

You can cross-check the projects they have done by asking for customer references or case studies relevant to your business to know the project success rate, ask about their satisfaction with the project and their results after the implementation, which helps you to decide whether you want to do business with the chosen partner or not.

You can also select the best Zoho Partner by paying attention to the company's rating, the number of projects completed and for which industries.

6. Choose Quality over Price

Typically, the Zoho implementation process includes business process analysis, data migration (if necessary), custom development (if applicable), user testing and quality assurance, deployment, and ongoing training and support.

There are five main factors that influence the implementation cost: Zoho license, number of users, consulting cost, data migration, and user training. Optional ones are customization and third-party systems' integration.

So, the Zoho implementation costs will differ from company to company depend on the scope and complexity of the project, project timespan, and the location of the partner.

I suggest you get quotes of two or three from the Zoho Partners you have shortlisted and see which comes close to your intended budget. Don't settle for the lowest-priced proposal or work with the lowest-priced partner. I know you won't spend your money on something that is below par.

Bear in mind, a lower price doesn't always mean the best value. Just as all good things in life come with a price, so does a good Zoho Partner.

In the end, it's up to you who you want to work with, and you should determine whether the potential partner is really worth your time and money.

Final Thoughts

With so many Zoho partners available, choosing the best one can be overwhelming for you.

However, keeping these 6 tips listed above in your mind at the time of your search can help you choose the right Zoho Partner for your needs. After all of this, it’s entirely your call who you want to work with based on your needs and budget.

See how YAALI ticks all the checkboxes when it comes to a Zoho Partner by visiting our Zoho Partner Page.

Is your organization looking for a Zoho Partner?

Look no further! YAALI is the foremost expert in Zoho Implementation and has a team of technically skilled, highly experienced and Certified Zoho developers who have worked in various industries and business verticals.

Our Zoho development team has the expertise to customize Zoho applications to meet your organization's specific needs, as well as to ensure smooth deployment and integration. We can also provide training and support for your team to ensure that the transition to Zoho is quick and easy. So you can get up and running with Zoho as quickly as possible.

We can guide you through every phase of your Zoho journey, starting from strategic planning to implementation and ongoing support.

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