Sales setup programme

From lead to close, your sales in one pipeline.

We build a Zoho system that captures every lead in one place, follows up automatically and shows pipeline and forecast in real time.

  • Every lead scored and routed automatically
  • Follow-ups on autopilot, no deal goes cold
  • Pipeline and forecast in real time
Book a discovery call Open the Workflow Planner Response time: same day
1:30
Transformations

What we changed for real businesses.

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Case study·Germany

Partner Programs

A German B2B provider built a repeatable partner-acquisition program: from LinkedIn outreach through NDA and contract to opened vendor account, everything runs in one CRM flow.

Pain
  • LinkedIn connections leaked into spreadsheets sales never saw
  • NDAs went out by email, PDF attachment, and manual chasing
  • Won events were manually pushed into CRM and into accounting
  • Follow-ups slipped, partner conversations lost their momentum
Gain
  • LinkedIn leads flow directly into the CRM partner pipeline
  • NDA generated in seconds, signed via e-signature, triggers Won
  • Won deals auto-open vendor accounts and kick off the onboarding project
  • Bookings calendar for discovery calls feeds straight into CRM records
Project Duration ~6 months
Built with
Zoho CRMLinkedInZoho SignZoho BookingsZoho WriterZoho Projects
Case study·Germany

Lead Generation

A German lead-generation platform had web leads, bookings and CRM deals running in separate worlds.

Pain
  • Web leads landed in mailboxes and got lost in day-to-day work
  • Bookings appointments without an automatically linked deal
  • Every sales rep invented their own approach
  • No reliable numbers on where conversions actually came from
Gain
  • Every lead becomes a structured deal immediately
  • Standardised process from inquiry to closure
  • Deluge scripts performant, maintainable and documented
  • Marketing ROI clear per source and funnel stage
Project Duration ~2 months
Built with
Zoho CRMZoho FlowZoho Analytics
Case study·Germany

Multi-Vendor Sales

A German distribution business with multiple vendors and field sales needed a unified sales platform.

Pain
  • Vendor catalogues and prices scattered across spreadsheets
  • Field reps planned routes manually and lost time on the road
  • Quotes and invoices retyped by hand into systems
  • Direct sales and distributor business blended in reporting
Gain
  • One CRM for all vendors with dynamic filtering
  • Geo-optimised routes, more customer visits per day
  • Document data lands in the right fields automatically
  • Revenue dashboard by customer and vendor highlights profit sources
Project Duration ~1 month
Built with
Zoho CRMAircallMapslyZoho FlowZoho Marketing AutomationZoho Sites
The problem

Running a CRM, and sales still lives in Excel and the inbox?

In sales teams the process usually breaks between lead and close. Zoho isn't the problem, the way it was rolled out is.

  • Leads slip away

    Enquiries scatter across inboxes, business cards and spreadsheets, no one is sure who owns which lead.

  • Deals go cold

    Without follow-up discipline the callback gets dropped, the meeting isn't chased, and the prospect buys elsewhere.

  • No forecast

    How much closes this month, what's stuck where? The pipeline lives in people's heads and spreadsheets instead of on a dashboard.

The solution

One system for the entire sales process

From lead to close, every deal follows the same flow. No lead slips away, and no follow-up is left sitting.

A confident sales professional on a focused phone call with a headset in a bright office

Every lead scored and routed automatically

Enquiries from forms, email and phone land straight in the CRM, get scored against your criteria and are assigned to the right rep instantly.

Lead scoringAuto routingOne pipeline
A sales meeting across a desk, a salesperson presenting to an engaged client

Follow-ups that run on their own

Automated sequences and task reminders make sure every callback and email goes out. No deal is left sitting.

Follow-up sequencesTask remindersNo cold deals
A confident handshake closing a deal across a desk

Quotes in one click, forecast in real time

Quotes build from templates with your current pricelist, and dashboards keep pipeline, win rate and forecast up to date at all times.

Quote generatorLive dashboardForecast
Zoho · configured for sales

Your Zoho apps, tailored to your sales process.

No off-the-shelf CRM. We configure every app around your workflow: from lead through quote to close.

Zoho CRM Search… + Add
Qualified2
NK
Müller Maschinenbau GmbH
€ 24.500
BK
Hansen Logistik
€ 12.800
Quote1
NK
Becker Elektrotechnik
€ 38.400
Won1
BK
Weber Industrieservice
€ 56.000
Zoho CRM

CRM · Sales Pipeline

Every enquiry as a deal: new or existing customer, quote value, stage and next step.

  • Pipeline by sales stage
  • New & existing split
  • Next step always clear
Zoho Analytics Search… + New
DealCustomerDateAmountStatus
D-2025-044Weber Industrieservice18.06.2025€ 56.000 Won
D-2025-038Hansen Logistik09.06.2025€ 12.800 Open
D-2025-035Becker Elektrotechnik05.06.2025€ 38.400 Quote sent
D-2025-041Müller Maschinenbau12.06.2025€ 24.500 In negotiation
Zoho Analytics

Forecast & closings

Every deal with value, date and status, pipeline and forecast in real time instead of gut feel.

  • Forecast in real time
  • Value & status per deal
  • Win rate at a glance
WorkDrive · Sign Search… + Upload
Deals›Müller Maschinenbau›Quotes
Quote-2025-041.pdf 12.06 sent
Master-agreement.pdf 14.06 signed
Pricelist-2025.xlsx 01.06 current
NDA.docx — draft
WorkDrive · Sign

Quotes & contracts

Quotes, contracts and pricelists filed right on the deal, including e-signature.

  • Everything on the deal
  • E-signature built in
  • Current pricelist on hand
Zoho CRM · Activities Search… + Add
First contact & qualification Mon
Product demo Tue–Wed
Chase the quote Thu
Closing call Fri
Zoho CRM · Activities

Activities & follow-ups

From first contact to close: every task scheduled and assigned to the right rep.

  • Scheduled follow-ups
  • Clear ownership
  • Progress live
Program & workflow

How we roll out Zoho One in your sales team

We think our way into your workflow and see ourselves as a long-term development partner. Here are the four phases.

  1. AnalysisWe review your workflow from the first enquiry through qualification to close and find your biggest time sinks.
  2. ConceptWe design your processes in Zoho One and plan the Zoho architecture (business process mapping).
  3. ImplementationSetup, configuration, the automations and migration of your contact and deal data.
  4. SupportTraining for your sales team, fine-tuning and ongoing support, so the system becomes a fixed part of your everyday work.
AI in practice

Where AI genuinely takes work off a sales team.

No gimmicks, just concrete points where we've built AI into real Zoho setups for sales teams, so no lead slips away and your team types less.

  • Scoring leads by hand
    Lead scoring

    Every lead scored and routed to the right rep

    Zoho Zia scores incoming leads by likelihood to close and fit, then assigns them to the right rep automatically, instead of gut feel in the inbox.

  • Writing every follow-up from scratch
    Follow-up assistant

    Follow-up emails prepared in seconds

    The AI suggests follow-up drafts matched to the deal stage and in your team's tone. Your reps review, adjust and send, instead of writing each email from scratch.

  • Reading whole email threads
    Deal summaries

    Long email threads at a glance

    Email and call threads are summarised onto the deal automatically. Whoever picks up the lead is up to speed instantly, without reading the whole thread.

Contact

Ready to close more deals with the same team?

Let's find out in a free Zoho system review where your workflow holds the most potential. Non-binding, concrete and tailored to your sales team. As an authorised Zoho partner we support you from setup to running operations.

● Free system review · no obligation

Open the Workflow Planner

We use your details only for the call. No spam.

Frequently asked

What you'll want to know before the call.

Can lead routing be split across several reps and territories?

Yes. We model your assignment rules, by region, product or workload, so every enquiry lands with the right rep automatically, instead of sitting in a shared inbox.

Does it work with our existing email and telephony tools?

Yes. We connect your inbox and phone system so emails and calls are logged on the matching deal automatically, so your team keeps working as usual, just without manual data entry.

How long does rolling out Zoho One take?

Depending on scope, typically a few weeks to a few months. After our first meeting we give you a rough estimate, and after the requirements meeting a realistic estimate for your specific business.

What does Zoho One cost?

Zoho One costs €37 per employee per month on an annual plan, or €45 per employee with monthly billing. That includes all 50+ Zoho apps. We show you which option fits your business in the consultation, including a comparison with your current tools if you like.

Do we have to re-enter our existing data?

No. We migrate existing customer, quote and job data into Zoho One as part of the implementation, provided it can be exported from your current system.

Can Zoho One connect to our existing tools?

In most cases yes. Google and Microsoft connect easily for email, calendar and drive, as do many other common applications. Beyond that, almost any system can be integrated individually via the Zoho API.

Does Zoho One suit smaller businesses and mobile teams?

Yes. Zoho One works for sole traders as well as growing teams. Your team accesses records, tasks and documents on the go via the app, even when out of the office.

Where is our data stored?

On request in Zoho's EU data centres, GDPR-compliant. Your data stays within the European legal space, an important point for businesses with sensitive customer and project data.

How much time does the project cost us day-to-day?

As little as possible. Your team is only involved at a few clearly agreed points, such as analysing the workflow, providing information and training, so your day-to-day work keeps running.