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Turn Enquiries Into Deals — Zoho CRM Configured for Your Sales Process

Most B2B companies lose leads because they lack a systematic way to capture, qualify, and follow up on enquiries. ZJELL implements Zoho CRM tailored to your specific sales cycle — from lead capture and scoring to pipeline management, email automation, and team training.

We don't just set up software. We design your entire sales process inside Zoho CRM — custom pipeline stages that match how you actually sell, lead scoring rules that surface your hottest prospects, workflow automations that send the right follow-up at the right time, and dashboards that give you real-time visibility into your sales pipeline.

What You Get

  • Configured Zoho CRM — Modules, fields, and layouts customised for your business and products.
  • Custom Pipeline Stages — Sales pipeline designed around your actual selling process and decision milestones.
  • Lead Scoring Model — Automated scoring rules that prioritise leads by engagement, budget, and fit.
  • 10 Email Templates — Pre-built templates for common sales scenarios: acknowledgement, follow-up, proposal, close.
  • Workflow Automations — Automated task assignments, email sequences, and stage-based notifications.
  • 2-Hour Training Session — Hands-on training for your sales team on using the configured CRM.

Who Is This For?

This service is for SMEs with growing sales teams who need to systematise their sales process. It's ideal if you're currently tracking leads in spreadsheets, losing follow-ups, or have no visibility into your sales pipeline performance.

How It Works

  1. Discovery — We map your current sales process, lead sources, and team structure.
  2. Design — We design the CRM architecture: pipeline stages, fields, scoring rules, and automations.
  3. Implementation — We configure everything in Zoho CRM and import your existing data.
  4. Training & Handover — Your team gets hands-on training with ongoing support for the first month.

Pricing

Contact for Price

Packages available from basic setup to full implementation with ongoing support. Contact us for a quote.

Systematise Your Sales →

Related Services

Stop losing leads. Contact ZJELL today for CRM setup that drives revenue.

raj@wedge-india.com | Delhi · London · Hong Kong · Guangzhou

Zoho CRM Setup & Automation for B2B Sales

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