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

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Meritage
Attobahn
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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.

Boosted CRM - Project Funnel

OUR IMPACT

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

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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

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

IMPACTING SALE 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

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

Business Process 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

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

Business Process 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

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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

Working with the Boosted team changed our company. They transformed how we work and we've become so much more efficient as a result. The team is always responsive, helpful and lovely to work with. Thank you for all your continued help Boosted!
Goat payments
GOAT Payments
CEO
The experience with Boosted CRM from 98 Buck Social has been nothing short of transformative for our business processes. Thanks to their diligent work, our previously cluttered account now runs with impeccable efficiency. Special thanks to Ankush and Mark, whose professionalism and responsiveness stood out throughout the project. Their relentless commitment to going the extra mile ensured our complete satisfaction. The combined efforts of the team have significantly optimized our CRM, leading to smoother operations. For anyone seeking a reliable CRM solution, I'd highly recommend Boosted CRM, especially for the unmatched expertise of Ankush and Mark.
98 Buck Social
CEO
As a company that has used Zoho CRM for years, we ran into an issue communicating with another 3rd party app. We came to Boosted CRM with a need to create an API that would talk between the two systems. From the beginning, Mark was a pleasure to work with understanding our needs. From the time the scope was being developed to helping troubleshoot issues to developing the final product, this process has been completely fluid. I would highly recommend Boosted CRM to anyone who has a challenge that needs to be addressed in a short period of time.
WebCE
CEO
As a professional business owner seeking an effective CRM solution to streamline operations, I had the pleasure of working with Boosted CRM, and I cannot praise their services enough. From start to finish, their team demonstrated an exceptional ability to listen, engage, and implement a custom CRM solution that perfectly catered to our specific needs. Right from our initial consultation, the team at Boosted CRM made it a point to understand our business model, pain points, and unique requirements. Their attentive approach to listening and learning about our workflow allowed them to craft a tailored CRM system that seamlessly integrated into our existing processes.
Meritage Partners, Inc.
CEO
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
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

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