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Zoho One Implementation, Support and Guidance

Zoho One Setup: Empower Your Teams With The Right Toolset To Scale Up Your Business

One of the lessons you learn quickly as a small or micro business owner is that just because your business is small doesn’t mean it shouldn’t or doesn’t have all the components of a company. Just like any other business, you have multiple teams within your organization that help your business function and deliver on expectations. These teams are like the clockworks within your business’ engine.

Have you found it increasingly to relate the duties of each team to those of the other teams and how the functions of all these teams relate to how you achieve your business goals? Perhaps you often find yourself struggling to connect the dots between the teams in your company.

Having a unifying platform that brings together your most important teams, allows for more effective communication, and gives you room for result-generating collaboration will be very beneficial to your company.

On this page, you’ll learn how powerful Zoho One is in helping you scale up your business.

What is Zoho One?

Zoho One is often called the Operating System of businesses, and a description doesn’t get more apt than that for a platform that touches all of your business’ pain points. It’s a unifying Zoho product built to empower businesses with the digital wings to soar amidst the stormy and noisy digital space. Zoho One provides companies and organizations with the leverage they need to properly create a complete extension of their brand in the cloud by incorporating over 40 tools that are relevant to sales, marketing, HR, productivity, finance, customer support, legal, and business process.
With Zoho One, you get an edge over your competitors by facilitating your daily business activities on a smart platform that handles your automates, integrates, and optimizes your overall business processes while also handling your tasks and projects. The icing on the cake is that you get to do all these on a single screen without having to hop between hundreds of apps. With this software, you can achieve that connectedness you crave to have between you, your business, and your employees.

The Features and Functions of the Zoho One Apps

As mentioned earlier, Zoho One is impartial to any aspect of your business. It ensures each important part is duly represented digitally and then wraps them up together in a single and elegant shawl. These features ensure you are spending more time creatively building and less time on repetitive tasks. They also give you a competitive edge as they serve as the beast of burden for your business. Here are the key parts that Zoho One touches on:


Sales is a game of numbers. However, with more leads in your sales pipeline comes the greater need to effectively manage your database, come up with personalized offers and close these leads. Zoho One equips you with the tools to execute your sales activities seamlessly, thus giving your sales team the luxury to focus on the customers while leaving the software to do the robotic work. Here are some of the features you will discover in Zoho One that will boost your sales

Salesforce Automation

Have you ever been in a distant relationship? Remember the level of virtual connecting it took to sustain such a relationship? Well, sales is like a long-distance relationship with multiple partners that have different needs but require consistent attention.
To keep up with the demands of these relationships, Zoho One provides you with a holistic view of your sales pipeline. This allows you to see the position where each of your leads is in the buyer’s journey, the touch points they’ve come across to reach such a position, and the assets and personnel they have interacted with on that journey.
You also don’t have to manually deploy your mechanisms as you can automate lead generation from various channels. Add lead scoring to the list, as well as the ability to assign leads to the right rep and you have a lead processing machine


Have you ever wished for an intelligent and intuitive assistant while you run your enterprise? Well, you can stop wishing and start experiencing just that with Zoho One. We all need that helping hand to remind us what meeting is due at what time. Beyond that, how about an assistant that lets you know the best time to contact your leads? Zia is that artificial intelligence that doubles as your virtual assistant and helps you manage your daily tasks and keeps you up to date.
Aside from saving you some cash that you would have incurred by hiring an assistant, Zia also has the ability to give you predictions on your sales. Whether you are in transit or seated at a desk, you can access Zia and its reports and insights via text or audio.

Process Management

What makes for a good organization are great people and great systems. While you might have succeeded in hiring the best of talents, their performance might be subpar without a well-defined mechanism to guide the path they should follow. In addition, having a proper system in place ensures optimization of processes as well as improved productivity.
Zoho One gives you the power to incorporate your online and offline sales processes into your CRM while also providing you with the tools to build it from scratch.


Despite the numerous automations and AI features that are embedded into Zoho One, you are still in control and you can modify your dashboard to suit your preferences. While the software has been developed to cater to a wide variety of uses that facilitate sales. If you need less, you can easily modify the tools that are available at your disposal.

Zooming on the parts that are necessary can also help you focus on what is important. Ways to do these on Zoho One include filtering the information you want to see once they have entered your CRM. selecting the type of data that you want to collect, among others.



The trend these days is to implement omnichannel marketing strategies that help you cast your net wide while not compromising on efficacy. How do you deploy lead generation mechanisms where your prospects are? How do you harmonize all your efforts into a coherent narrative? Zoho One helps you achieve all these with an easy-to-use interface. The following are some of the ways Zoho One helps you do better with your marketing.


Great marketing is the one that converts. Rather than have a business where your marketing team and sales biker over leads, why not have one that harmonizes both teams? With different chat rooms and other communication channels, Zoho One ensures your teams are not left in the dark, and there isn’t a gap in communication as leads go through their buyer’s journey from a prospect to a customer.
You can also monitor these communications between your teams and your customers within Zoho One and exercise some control over the execution of activities. This can come in the form of assigning roles, moderating access, and setting rules for chat and engagements.


With chatbots, you can automate some recurrent conversations that you get from visitors to your website. Zoho One provides you with Zobots that engage with your prospects allowing your team to spend time on other crucial aspects of your marketing.
There are also wide options to select from when it comes to the way the chatbots work. If you aren’t really into programming, you can use the codeless bots that allow you to set up your interactive AI while relying on templates that have been added to Zoho One.
Alternatively, if you’d like to get your hands dirty a little with coding, you can also build your bot using the tools provided on Zoho One. You can also incorporate internal libraries to provide a source of information to the bot, integrate FAQs, easy handoff to agents as well as customization to your brand identity.

Website Visitor Tracking

Marketing in its most basic form involves two-way communication. While your lead magnet can serve as an effective conversation-starter, you’ll need to understand the needs of your prospects more.
Zoho One provides you with valuable insights into your prospects through reports on their activities on your website.
You can set criteria to classify your leads to help you visualize how important they are. You can also see how they are interacting with your lead magnets in real-time. This helps you implement marketing that is personalized and at the same time agile.

Email Campaigns

Create email campaigns that convert with the amazing tools that Zoho One provides. You can set autoresponders, create email drip campaigns, track email metrics, and customize messages and offers in workflows that help you transform your leads into recurring customers.
You can also explore other features like A/B testing to identify your top-performing emails. If you’re stuck on ideas, you are also covered with numerous email templates to choose from to get your creative juices flowing.
To wrap everything up, you can get reports on the performance of your campaigns to measure your KPIs such as open rate and clickthrough rate.


Zoho One comes equipped with all the essential tools you need to execute a successful social media campaign. With this software, you can maximize the benefits of connecting with your target audience and the conversion of your leads.
Zoho One helps you with publishing and scheduling so you achieve the consistency that is much needed in the social media space through tools that are incorporated into a content calendar. It also affords you the ability to follow the conversations about your brand and your industry thereby making social listening and monitoring seamless. All of these and more can be done within a single dashboard that helps you string them together coherently with a simple interface.

Surveys and Forms

It’s easy to get infuriated when your surveys or forms are getting low responses, whereas an honest assessment will show you haven’t earned those responses. Many things could be wrong, such as the audience, your surveys’ ease-of-access and flexibility, and their aesthetic appeal. 

To avoid such low responses, you need forms and surveys that are versatile for both simple and complex data collation. Zoho One provides you with the tools to achieve these with the ability to customize them to your preference and brand identity.

Event Marketing and Ticketing

What are the elements you need to run your events smarter and better? Is it an accessible website or an app to serve as a beacon to coordinate the event? Perhaps what you need is a means to publicize the events to your target audience.
All of these can be delivered by the all-in-one Zoho One software. You can deploy your custom event platform in minutes using Zoho One, while giving you the opportunity to embed the link to get your tickets on the web and create banners to promote the event on social media.
It also makes registration and attendance easy for your prospects while giving you control over sales and payments. You can also incorporate and manage sponsorship deals with Zoho One.


Do you need to build a dynamic online store? You can do that seamlessly on Zoho One with simple drag-and-drop features.
You can also process payments, manage orders and inventory and at the same time implement SEO strategies on the online store.

Support and Productivity

Customers place a lot of importance on the ability to get the assistance they need to navigate their way around your platforms and the usage of the product or services they have procured from you.
If you’re not providing your prospects and customers the best of services when it comes to customer support, the impact is two folds. One is the loss of such customers and the second is the bad PR such customers can give your business. When there are many instances where this keeps happening, it can take a big swipe at your business. How does Zoho One help you avoid this?

Remote Support

With remote support, you can bridge the gap between the technical capability of your customers and their satisfaction. If this is a preference for your customers, you can access multiple monitors remotely and help resolve the issue with Zoho One. 

Another cool feature of the software is the ability to gain access to these remote devices even when the customer is not present at the other end. If you are on a live session, there is also the ability to initiate an instant chat, an audio, or a video chat.

Ticket Management

Putting your customer first is a way to gain their trust and deliver sterling services. When it comes to support, this could mean helping them solve and address their complaints on their preferred platform. With Zoho One, you can sort through tickets, and address them on time across various platforms via phone calls, social media, or email.
There is also the added benefit of helping you to achieve synergy and collaboration between your support agents with a single moderating system.

Team Communication

Whether your team is working remotely or in the same office space, communication is very crucial. As indicated earlier, it helps you cut the time and resources that are usually lost to gaps in communication. With Zoho One, you can form a cohesive bond among your team members through communication and the collaborative tools available. It breaks the hurdles that are associated with accessibility and aggregation.

Password and Storage Management

It goes without saying that managing access and security of your business info and passwords should be a top priority. One common mistake most entrepreneurs however make is being indeliberate with the way this is done. The truth is you can’t manage them the way you manage your personal profiles.
With multiple profiles for teams on different platforms, you’ll need a system that ties has all your passwords and gives you easy access to all portals. Options that Zoho One provides you include the ability to use a single sign-in for your teams so they don’t have to use passwords every time they need access. You can also have your passwords stored and organized according to folders. All of these are delivered with a modern encryption system that ensures your password and date are safe and secure.

Virtual Meetings

Virtual meetings are reshaping the way we communicate and work. Regardless of this advancement, there are still many limitations and drawbacks attached to virtual meetings. Some of them include accessibility, control, and flexibility.
Zoho One solves these problems with the features that are available through it. With toll-free numbers, your attendees can join your meetings even without internet access or poor network reception. You can also exercise control over your meetings while you moderate the activities of attendees and delegate roles to co-hosts. Virtual recording options, screen sharing, in-meeting surveys, and polls are also other features that you can explore to have an impactful meeting or webinar.


Making sure your financial records are properly kept and organized is a painstaking process. This is because there are a lot of crucial boxes you’ll like to tick. You’ll like to remove the redundancy in it while your records are updated as you go. At the same time, you don’t want to compromise on the accuracy and organization of those records.
Zoho One helps you achieve these within its integrated and simple interface. Here are some of the features that are relevant to this.

Finance Organization

This gives you a clear-cut view of your profits, expenditures, assets, and liabilities. By arranging your financial reports and making them easily available, you can have an idea of how your business is faring. You can also collate financial reports from your bank and integrate reports from other aspects of your business such as sales within the same operating system. This ensures you can make well-informed decisions about your business

Receivable Tracking and Document Creation

It’s easy to lose sight of proper documentation as you chase the conversion of your leads. Keeping financial records up to date will save you a lot of hassle that might come with reports or conflict resolutions. Create invoices and estimates; collect payments and match them with your invoice.

Expense and Payable Management

Financial disputes can sever important relationships and partnerships. To avoid that, accurate documentation is needed. This is what Zoho One helps to achieve with your expenses and your orders. You can track time for the work your employees are doing on one hand and also use to it calculate the cost of miles covered during travel.
Also, you can create and send purchase orders right from the same platform; that is an all-in-one system that caters to all of the management needed for your expenses.

Human Resources

We are in an era where the number of people quitting their jobs is at an all-time high. Some factors responsible for this “Great Resignation” include work culture and the desire for improved welfare. To mitigate this trend, it has become more important to pay attention to managing human resources in your company. To attain the balance that will cater to your staff without affecting other aspects of your business, Zoho One has the right tools.


Sourcing for new talent doesn’t have to be a Herculean task for you. Zoho One allows you to create job offerings and post on job boards where star talents can discover that you are hiring. You can also process submitted resumes of accepted candidates into records that you can easily access through a search subsequently. Other features available will also allow you to cover other crucial aspects of the hiring process from drafting offer letters to setting up interviews.

Onboarding and Employee Empowerment

Getting new employees started always comes with hiccups and hurdles. These come about as new employees try to acclimate to new working conditions and systems. To reduce this initial drag, an efficient onboarding process is needed and Zoho One helps you handle this automatically so the process doesn’t take away from the time you should spend on other aspects of your business.
Zoho One also sticks with you after you’re done with onboarding by providing a healthy environment for optimal productivity for your employees. You can track their performance and give reviews with the features the software provides. Additionally, you can also create policies and other documents that can be easily signed digitally.


Good offers might attract great talents, but what makes them stay is the good work culture. A good way to create this is to facilitate social cohesion among teams and to achieve this, you have to bring down the demarcations.

Zoho One helps you do this by providing you with varying communication channels. You don’t have to take communication with your staff to another platform. Bring the conversations side-by-side with other parts of your business.



The daily activities done in your business shouldn’t be left to chance like a ship with a broken sail. You need to continuously lubricate the engine cogs of your enterprise to ensure they run optimally. This way, you can keep growing while making maximum use of the resources that you have. This system should also provide a way to check your activities over time and help you identify what areas need to be modified. Zoho One provides such a system in the following ways.

Order Fulfillment and Service Deployment

The fact that you’re using cloud software doesn’t mean you are separated from your business activities that occur offline. Zoho One ensures every aspect of the orders you receive is monitored. This helps you stay on top of the situation.
You also get help with the management of your inventory and stock. This is a crucial aspect of your business that you can’t overlook because the last thing you want to have is an order sent in for an item that is out of stock. This can put your image in disrepute but with Zoho One, you stay informed on all development as it happens across all platforms.

Project Management

We all have some elements of procrastination in us, but when procrastination is done at a bad time, it can cost your company a lot. This is why your business will benefit from a number of frameworks that ensure the deliverables come in as expected.

To address this, Zoho One helps you manage task flow by helping you set up timelines, milestones, and simple tasks. You can also use different methodologies to manage projects to get your desired results.

Build Custom Mobile and Web Apps

If it happens that available frameworks are not suitable for the activities of your company, it’s possible to create a befitting framework using Zoho One. You can design these processes from the bottom up and you don’t have to know how to code to do these. With the drag-and-drop feature, you can build functional mobile and web apps for your customers

Why Choose Zoho One for your Business?

There are several reasons to choose Zoho One as the trusted Operating System to run your business. Aside from the fact that it helps you bring together the separate parts of your business and weave them into a single functional unit, it also makes your business more productive. Here are other reasons why Zoho One is a good fit for your business.

Mobile Advantage

The nature of work is growing in its dynamics in this digital age and it’s a disadvantage to be limited to desktops. Zoho One provides a mobile version of the frameworks it offers so you and your staff can have access to the portals even if you are in transit or in a remote area where you can’t access your PC. This ensures that projects are not hampered due to geographical restraints.


Hopping between different apps in a bid to do a single thing — grow your business — only introduces distractions, notifications, and more clutter. Aside from the removal of the demarcations in your business, Zoho One also gives access to other suites of third-party software that promote interoperability across different platforms. The ability to incorporate these will provide further incentives to achieve your goals.


Zoho employs cutting-edge security measures to protect your business from cyber-attacks and ransomware. Knowing the impact of having data breaches, Zoho One uses advanced encryption mechanisms and industry-standard protection such as biometrics, push notifications, and time-based OTP to ensure the safety of your business.


Zoho One gives you a holistic view of your data and reports. It helps you turn ordinary numbers into actionable insights that can be executed to give your company a boost. A unique framework that Zoho One offers is the ability to see how these insights connect to form a single narrative from parts that would’ve seemed distant and disconnected. This way, you’re not just considering the obvious but connecting the dots by looking at the bigger picture.
You can easily understand how impactful the demand generation efforts of your marketing team have been on your sales revenue for the month, or how well your inbound social media marketing efforts have helped you drive inbound traffic.

Available in Several Languages

Zoho One was developed to ensure all limitations to the growth of your business are removed. This is why it has all the elements to help you scale and develop into a global brand.
With the ability to make your platforms accessible in multiple languages, your reach is not limited by geographical barriers. With most Zoho apps available in more than 10 different languages, you can start executing borderless projects.

What Are The Competitors Of Zoho One?

There are several competitors of Zoho One out there that provides similar services. Some of these include Mailchimp All-in-one Marketing Platform, Hubspot Marketing Hub, and Oracle Customer Experience (CX) Cloud Suite, and Salesforce Sales Cloud. Zoho One however still ranks as one of the best when it comes to the range of integrations it allows users gain access to, with the most competitive price ranges in the market. This is one of the reasons why it has a rating of 4 out of 5 on review platforms such as GetApp and G2.

Why Choose QuakeCinch for Your Zoho One Implementation, Support and Guidance?

There are many Zoho partner agencies out there, and some will make unrealistic promises to you. As you browse the pages of some of these partners, you’d be able to tell that they’re more concerned about how many clients they can bring in than how well they can set up their clients for success.
QuakeCinch is different, and here are the things that stand us out from others:

Customer-focused services​

Our mission at QuakeCinch is to understand your business goals and create an ecosystem that allows you to pursue those goals effectively and generate the desired results for your business.

Expertise laced with experience​

We have both the expertise and experience to help you create what works, having worked with hundreds of small- and medium-sized businesses. At QuakeCinch, our services are not limited to helping you utilize the functions and features of the Zoho One platform.

Result-focused and personalized set up and configuration

We will go over and beyond to create processes that will help you leverage the software and configure it in a way that will help you get the best out of it based on what you need to succeed as a business in your industry.

The thing is, Zoho One has different pricing stages tailored to match distinct business sizes and goals. Your business might need advanced Zoho One features, or it might not. At QuakeCinch, we’ll help you tap into the features that matter and will see you achieve your desired results quickly and repeatedly drive success for you.

If you had previously hired a Zoho partner agency to configure your Zoho One account but the setup is not driving you the results you need and you believe you can get more from the platform than what they did for you, QuakeCinch can help you clean up your Zoho One dashboard and reconfigure it so the product works in a way that aligns with your business goals. 


Continued Customer Support

At QuakeCinch, we walk the talk. We value customer relationships and you can rest assured that our team will be there to support you and help you take advantage of the latest Zoho One features for your business success.

Extensive competitor migration

We also offer extensive competitor migration from pricey third-party software you currently use to the Zoho alternative. This way, we’ll help you select the right tech stack based on your business size, industry, and goals.
We’ll help you migrate from HubSpot, ConstantContact,, and other pricey competitors and third-party software without you losing your data. 

A smooth onboarding process

QuakeCinch is not just concerned about helping you set up your Zoho One account. We will also give you an onboarding tailored toward your team’s strengths and expertise.
This onboarding will allow you and your team members to understand how to use leverage the personalized setup we made for you for your business’ success.
Setting up a basic Zoho One account is a walk in the park and you could decide to do it yourself. However, one thing small and medium-sized businesses often discover is that their startup and configuration isn’t bringing them the needed results.
Getting a certified Zoho Partner with years of experience on board will help you get the best Zoho One plan based on your business size, plans, data size, and goals.
Beyond selecting the best plan, QuakeCinch w ll also get you the setup and configuration that will help you generate meaningful results and ROI for your sales and marketing efforts.
Ready? Reach out to our team of Zoho experts now to get started with the first step!