if your company is considering a move to Zoho or want to utilize our system design services for CDAP, contact us to define and design your system flow, and detail how to achieve your key objectives.
Latest testimonial for CDAP planning
Darryl Buck, CEO OneHSN February 2023:
"Thank you again for your professionalism and knowledge.
I really enjoyed working with you."
Our planning process delivers technical definition and clear outcomes for your innovative business advantage goals.
Prodigm's special insight and experience includes:
- Large Professional Association management
- Sales Process design and automation
- Insurance Company policy management
- Automated AI sales of Insurance Products
- ERP and CRM
- Complex Tax calculation for investments
- All Zoho One Modules
Examples of Prodigm architectural design and implementation projects
Design develop and maintain a Project insurance sales / marketing automation system
Design, develop and train internal staff to maintain for a Currency Exchange Trader
Design, develop and maintain an Investment and Insurance Management project for a major Trade Association
Design and develop a CRM and inventory system for a Promotional Item Designer and Supplier
Design and develop wedding video planning and logistical management
We Make Adopting Zoho Easy
Do it right the first time.
Example of the Process Flow for an Industrial Auction Company
The Auctioneer's dilemma:
An Auctioneer needs to know who is selling, who is buying, have they paid? What is the reserve value, Is the item in the warehouse? Is the item still installed elsewhere - how can it be reviewed by potential buyers. Who is arranging shipping and to where by what carrier? All the logistics and identifications are essential to run a competent and profitable business. Reputation for exemplary records are a must!
Example of the Functional Requirements for a Tennis Club
The Tennis Club Dilemma:
Tennis clubs must keep track of contacts and their membership status as well as organizing events and skill levels. In this case we mapped out how Zoho's Bigin can easily manage their system.
Get in touch to see how Prodigm can assist in your initial planning of the Zoho System.
"Prodigm assisted with the implementation of a 30-user Zoho CRM Enterprise system for us to help coordinate our client based information and sales processes.
They facilitated the initial set up for us, trained our users and administrators on how to use it and assisted with the data conversion challenges we were facing. The team at Prodigm are responsive and knowledgeable about the Zoho product lines; I would recommend their services."
Beth Fairbairn, The Learning Bar
"I could not have managed our reservation business from everywhere I travel without Zoho CRM and Prodigm's expert assistance in setting up the Zoho CRM system."
Terry Margolis, CEO Barlings Barn
"We build very large, complex, multi-million dollar technology projects, with detailed engineering design evaluations and extensive project management requirements.
Prodigm helped us to set up a six-step process control system from initial sales qualification through customer satisfaction.
It made it easy for us to manage the critical activities and ensure quality throughout our process. We could see at a glance that the procedure was being followed, and the KPI elapsed time measurements gave us complete insight into any bottlenecks that required intervention and planning. This complete process helped us improve customer satisfaction."
David Weatherhead Past-President Advanced