Zoho Premium Partner | Zoho Consulting

Modernize Your Sales Operation And Customer Data Process

DELIVERING THE VALUE OF ZOHO

As a Zoho Premium Partner, we proactively help organizations with their Zoho Platform implementation to leverage the power of their customer data to increase sales and drive engagement

ZOHO
Consultation

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Zoho
Coaching

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ZOHO Finance Services

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Web
Services

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OUR SERVICES

OUR PROCESS

From Implementation and Integration to Consulting - We Deliver Results

01 Discover

Discover organizational software and cloud structure as well as the client's specific needs and priorities to visualize and measure the strategy

02 Strategize

Provide a clear set of plans, and actions to reach organizational goals, recommend solutions, and Identify the resources required.

03 Implement

Execute the Plan, Monitor Progress and Performance, and Provide Continued Support.

OUR IMPACT

We Focus On What Matters
Explore How We've Made An Impact

Create One-Version
Of The Truth With
Your Data

From scattered chaos to one unified dataset for All

Nurture Leads Through
The Entire Sales Funnel

Workflow Automation of user journey

CRM Data
Cleansing

Identifying and removing corrupt, duplicate or impressive records

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IMPACTING SALES PROCESS

Impact your sales goals by focusing on what matters with Zoho CRM

Easily See
Sales Quota Metrics

Automating the manual data entry to Increase the accuracy of entries and real-time visibility of KPI

Integrate into your ERP
for enhanced client
sales data

New customer data synced to Zoho CRM that increased upselling

Client Document
Workflow Integration

Clear document management connected to each client record

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IMPACTING BUSINESS OPERATIONS

Every morning in our company begins with hot coffee and a stand-up.
Discussion is an important thing in the development process.

Document Management
Automation

Transforming the way documents are generated,
eSigned and stored in the CRM

BusinessProcess
Automation

Execute a business process in a well defined systematic manner that is free from loopholes

Custom Portal
Development
For Easy Data Entry

Client/partner portals integrated to the CRM system tied to the business workflow

Need help understanding how Zoho CRM
can impact your business?

Schedule a free consultation with our Zoho Consultants Today

OUR CUSTOMERS

We've Helped Over 400 Small and
Medium Sized Businesses Unlock The
Power of Zoho CRM

Improved their KPIs by enforcing data capturing process in Zoho CRM

We helped ZUUM empower their management to take actions by enabling them to measure outcomes and know where it needs to divert its attention.

Consolidated isolated apps into one Zoho experience

We helped Armstrong steel migrate their data from multiple systems to Zoho CRM. We lowered the cost of their app subscriptions by 85% and boosted operation efficiency by 35%.

Stopped leads from falling off the funnel

We helped Victory Solar design and implement lead nurturing, Deal-flow, and operations blueprints to Improve lead conversion by 40%. Expand revenue by over 250k per quarter

Migrated multiple Salesforce instances into one Zoho CRM platform

Consolidated data from 16 separate sources into Zoho CRM. We enhanced the visibility of data and overall efficiency of data management & reporting. Saving the cost over 75% on the subscription cost.

Automated process to sync transactions from QuickBooks to Zoho CRM to facilitate the Sales vs Quote KPI

We Developed a .NET application to sync data between QuickBooks Desktop and Zoho CRM to increased the accuracy of entries and real-time visibility of KPI

Automated syncing Information from your ERP to Zoho CRM for sales engagement clarity

We developed Development of a .NET application to sync data between FullCircle and Zoho CRM that helped resolve the Sales Team real-time visibility problem on the new Accounts and Stores for Catalog posting that increased upselling by 33%

Auto-generated and eSigned legal documents in Zoho CRM

We implemented an Automated Blueprint process in Zoho CRM along with integration between Zoho Writer and Zoho Sign that Transformed the way documents are generated, eSigned, and stored in the CRM

Integrated User Portal with Zoho CRM to facilitate visibility across the workflow

We Helped ICA with complete digital transformation from Excel to Zoho CRM. Development of a custom agent portal with Zoho CRM that enhanced operation efficiency by 400%. Data is captured via client portal and stored securely in Zoho CRM.

Automated Proposal generation process in Zoho CRM

We helped IR Analyzer to automate the process of populating proposals in Zoho CRM to significantly enhance speed and accuracy of generating proposals.

OUR CUSTOMERS

We've Helped Over 400 Small and
Medium Sized Businesses Unlock The
Power of Zoho CRM

Improved their KPIs by enforcing data capturing process in Zoho CRM

We helped ZUUM empower their management to take actions by enabling them to measure outcomes and know where it needs to divert its attention.

Consolidated isolated apps into one Zoho experience

We helped Armstrong steel migrate their data from multiple systems to Zoho CRM. We lowered the cost of their app subscriptions by 85% and boosted operation efficiency by 35%.

Stopped leads from falling off the funnel

We helped Victory Solar design and implement lead nurturing, Deal-flow, and operations blueprints to Improve lead conversion by 40%. Expand revenue by over 250k per quarter

Migrated multiple Salesforce instances into one Zoho CRM platform

Consolidated data from 16 separate sources into Zoho CRM. We enhanced the visibility of data and overall efficiency of data management & reporting. Saving the cost over 75% on the subscription cost.

Automated process to sync transactions from QuickBooks to Zoho CRM to facilitate the Sales vs Quote KPI

We Developed a .NET application to sync data between QuickBooks Desktop and Zoho CRM to increased the accuracy of entries and real-time visibility of KPI

Automated syncing Information from your ERP to Zoho CRM for sales engagement clarity

We developed Development of a .NET application to sync data between FullCircle and Zoho CRM that helped resolve the Sales Team real-time visibility problem on the new Accounts and Stores for Catalog posting that increased upselling by 33%

Auto-generated and eSigned legal documents in Zoho CRM

We implemented an Automated Blueprint process in Zoho CRM along with integration between Zoho Writer and Zoho Sign that Transformed the way documents are generated, eSigned, and stored in the CRM

Integrated User Portal with Zoho CRM to facilitate visibility across the workflow

We Helped ICA with complete digital transformation from Excel to Zoho CRM. Development of a custom agent portal with Zoho CRM that enhanced operation efficiency by 400%. Data is captured via client portal and stored securely in Zoho CRM.

Automated Proposal generation process in Zoho CRM

We helped IR Analyzer to automate the process of populating proposals in Zoho CRM to significantly enhance speed and accuracy of generating proposals.

OUR CUSTOMERS

We've Helped Over 400
Small and Medium
Sized Businesses
Unlock The Power of
Zoho CRM

Improved their KPIs by enforcing data capturing process in Zoho CRM

We helped ZUUM empower their management to take actions by enabling them to measure outcomes and know where it needs to divert its attention.

Consolidated isolated apps into one Zoho experience

We helped Armstrong steel migrate their data from multiple systems to Zoho CRM. We lowered the cost of their app subscriptions by 85% and boosted operation efficiency by 35%.

Stopped leads from falling off the funnel

We helped Victory Solar design and implement lead nurturing, Deal-flow, and operations blueprints to Improve lead conversion by 40%. Expand revenue by over 250k per quarter

Migrated multiple Salesforce instances into one Zoho CRM platform

Consolidated data from 16 separate sources into Zoho CRM. We enhanced the visibility of data and overall efficiency of data management & reporting. Saving the cost over 75% on the subscription cost.

Automated process to sync transactions from QuickBooks to Zoho CRM to facilitate the Sales vs Quote KPI

We Developed a .NET application to sync data between QuickBooks Desktop and Zoho CRM to increased the accuracy of entries and real-time visibility of KPI

Automated syncing Information from your ERP to Zoho CRM for sales engagement clarity

We developed Development of a .NET application to sync data between FullCircle and Zoho CRM that helped resolve the Sales Team real-time visibility problem on the new Accounts and Stores for Catalog posting that increased upselling by 33%

Auto-generated and eSigned legal documents in Zoho CRM

We implemented an Automated Blueprint process in Zoho CRM along with integration between Zoho Writer and Zoho Sign that Transformed the way documents are generated, eSigned, and stored in the CRM

Integrated User Portal with Zoho CRM to facilitate visibility across the workflow

We Helped ICA with complete digital transformation from Excel to Zoho CRM. Development of a custom agent portal with Zoho CRM that enhanced operation efficiency by 400%. Data is captured via client portal and stored securely in Zoho CRM.

Automated Proposal generation process in Zoho CRM

We helped IR Analyzer to automate the process of populating proposals in Zoho CRM to significantly enhance speed and accuracy of generating proposals.

TESTIMONIALS

Quotes That Make Us Proud

I absolutely recommend Mark and his team. I have been working with technology consultants for several decades and I have never found one that I would rate 100% - which is PERFECTION.To me that is unrealistic.That probably says more about what Mark has to deal with in us as a client than it does about what we have to contend with in Mark as our ZohoCRM Expert. We interviewed MANY Zoho product consulting firms before settling on BoostedCRM for our development and integration work. I don't think you will find one with better knowledge of the Zoho product suite than BoostedCRM.

Edward Howlette

CEO of NexGen

This was one of the best investment I made in making my business more efficient. Sales calls are not forgotten anymore, support satisfaction has improved significantly and the team has some breathing time. So much less manual work. I am very grateful to the Boosted team.

David Dohn

CEO

The Boosted team was very effective completing a complex integration between woocommerce and zoho books / inventory. Over the course of multiple phases we built a system that was beyond expectation and continued to evolve with our needs. Their flexibility and knowledge of the systems made the final product one I am very proud to have produced for my client's online business with 100 + new skus per week and an online auction system. I am confident Boosted will be available to continue to support and improve our integration for a long time.

Roger Tower

Digital Agency Owner / Tower Agency

IWe were searching for someone help us solve a gap in our business process. We made several attempts at building a solution through excel and various databases. We finally landed with Mark and Boosted CRM.
Mark listened as we explained our attempts at a solution and then presented us with a couple of thoughtful options along with process flows. He was able to recognize our issues and create an automated solution that significantly enhance our business operation.
We rely on that automated process and it has not failed us. As a result, we continue to come back to Boosted CRM with problems, challenges, and situations. They have been a tremendous partner.

Mark O'Brien

Modernize Your Sales Operation And Customer Data Process

DELIVERING THE VALUE OF ZOHO

ZOHO Consultation

ZohoCoaching

ZOHO Finance Services

Web Services

OUR SERVICES

OUR PROCESS

01

Discover

02

Strategize

03

Implement

OUR IMPACT

Create One-Version Of The Truth With Your Data

From scattered chaos to one unified dataset for All

Nurture Leads Through The Entire Sales Funnel

Workflow Automation of user journey

CRM Data Cleansing

Identifying and removing corrupt, duplicate or impressive records

Easily See Sales Quota Metrics

Automating the manual data entry to Increase the accuracy of entries and real-time visibility of KPI

Integrate into your ERP for enhanced client sales data

New customer data synced to Zoho CRM that increased upselling

Client Document Workflow Integration

Clear document management connected to each client record

Document Management Automation

Transforming the way documents are generated,eSigned and stored in the CRM

BusinessProcess Automation

Execute a business process in a well defined systematic manner that is free from loopholes

Custom PortalDevelopment For Easy Data Entry

Client/partner portals integrated to the CRM system tied to the business workflow

Need help understanding how Zoho CRM can impact your business?

Migrating From Salesforce To Zoho CRM?

Experience a complete seamless migration from Salesforce to Zoho in just a few days

Migrating From Quickbooks To Zoho Books?

Migrate data from QB Desktop or Online to Zoho Books.

Migrating From Act To Zoho CRM?

Exclusive service for migrating data and configuration from ACT to Zoho CRM.

Zoho Implementation

We optimize the setup of your CRM system by organizing your client data in a way that speeds up access and workflow.

Data Flow Design

Our team can help document a number of your core business functions, including inventory control, process and production planning.

Zoho Customization

We offer valuable customized services tocreate a specialized process and ensure correct implementation.

Quickbooks Enterprise Integration

How does your company keep its books? Zoho API integration can handle your accounting, too.

Zoho Client Portal

Zoho custom client portal can be used for your clients, partners, affiliates, franchisee. Your clients will see what you want and do what you want inside the portal.

Woocommerce Integration

Integrate important aspects of your WooCommerce system into Zoho Books to facilitate better data and workflow management.

Zoho CRM Integration with Mailchimp

Zoho Mailchimp integration provides a better, more consistent collection and analysis of data so that companies can best determine their customers habits and values.

OUR CUSTOMERS

Improved their KPIs by enforcing data capturing process in Zoho CRM​

We helped ZUUM empower their management to take actions by enabling them to measure outcomes and know where it needs to divert its attention.​

Consolidated isolated apps into one Zoho experience

We helped Armstrong steel migrate their data from multiple systems to Zoho CRM. We lowered the cost of their app subscriptions by 85% and boosted operation efficiency by 35%.

Stopped leads from falling off the funnel

We helped Victory Solar design and implement lead nurturing, Deal-flow, and operations blueprints to Improve lead conversion by 40%. Expand revenue by over 250k per quarter

Migrated multiple Salesforce instances into one Zoho CRM platform

Consolidated data from 16 separate sources into Zoho CRM. We enhanced the visibility of data and overall efficiency of data management & reporting. Saving the cost over 75% on the subscription cost.

Automated process to sync transactions from QuickBooks to Zoho CRM to facilitate the Sales vs Quote KPI

We Developed a .NET application to sync data between QuickBooks Desktop and Zoho CRM to increased the accuracy of entries and real-time visibility of KPI

Automated syncing Information from your ERP to Zoho CRM for sales engagement clarity

We developed Development of a .NET application to sync data between FullCircle and Zoho CRM that helped resolve the Sales Team real-time visibility problem on the new Accounts and Stores for Catalog posting that increased upselling by 33%

Auto-generated and eSigned legal documents in Zoho CRM

We implemented an Automated Blueprint process in Zoho CRM along with integration between Zoho Writer and Zoho Sign that Transformed the way documents are generated, eSigned, and stored in the CRM

Integrated User Portal with Zoho CRM to facilitate visibility across the workflow

We Helped ICA with complete digital transformation from Excel to Zoho CRM. Development of a custom agent portal with Zoho CRM that enhanced operation efficiency by 400%. Data is captured via client portal and stored securely in Zoho CRM.

Automated Proposal generation process in Zoho CRM

We helped IR Analyzer to automate the process of populating proposals in Zoho CRM to significantly enhance speed and accuracy of generating proposals.

Improved their KPIs by enforcing data capturing process in Zoho CRM​

We helped ZUUM empower their management to take actions by enabling them to measure outcomes and know where it needs to divert its attention.​

Consolidated isolated apps into one Zoho experience

We helped Armstrong steel migrate their data from multiple systems to Zoho CRM. We lowered the cost of their app subscriptions by 85% and boosted operation efficiency by 35%.

Stopped leads from falling off the funnel

We helped Victory Solar design and implement lead nurturing, Deal-flow, and operations blueprints to Improve lead conversion by 40%. Expand revenue by over 250k per quarter

Migrated multiple Salesforce instances into one Zoho CRM platform

ZOHO
Consultation

Zoho
Coaching

Web
Services

Create One-Version
Of The Truth With
Your Data

Nurture Leads Through
The Entire Sales Funnel

CRM Data
Cleansing

Easily See
Sales Quota Metrics

Integrate into your ERP
for enhanced client
sales data

Client Document
Workflow Integration

Document Management
Automation

Transforming the way documents are generated,
eSigned and stored in the CRM

BusinessProcess
Automation

Custom Portal
Development
For Easy Data Entry

Need help understanding how Zoho CRM
can impact your business?

Zoho
Implementation

Data Flow
Design

Zoho
Customization

We offer valuable customized services to
create a specialized process and ensure correct implementation.

Quickbooks Enterprise
Integration

Zoho Client
Portal

Woocommerce
Integration

Zoho CRM Integration
with Mailchimp

Improved their KPIs by enforcing data capturing process in Zoho CRM

We helped ZUUM empower their management to take actions by enabling them to measure outcomes and know where it needs to divert its attention.

Improved their KPIs by enforcing data capturing process in Zoho CRM

We helped ZUUM empower their management to take actions by enabling them to measure outcomes and know where it needs to divert its attention.

Improved their KPIs by enforcing data capturing process in Zoho CRM

We helped ZUUM empower their management to take actions by enabling them to measure outcomes and know where it needs to divert its attention.