Customerization

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Concord, ON
Customerization

Sell and Service Digitally with Zoho Suite for Small and Medium Businesses. Business automation with Zoho and Dynamics 365 - we help you rise to the top.

At Customerization we believe that business automation is the key differentiator that makes you stand out from your competition. How we implement Zoho & Dynamics 365 for your success? We take an agile approach:
• Listen
• Understand
• Solve
• Deploy
• Test
• Train
Our solutions are crafted to:
• Understand your goals
• Focus on the specifics of YOUR requirements
• Only when we are all happy with

the proposed solution design AND the outcome, will we call it done! As a consulting and implementation company, we work with small & medium businesses and small enterprises across multiple industries every day. That means: we get you. We know the right questions to ask, we anticipate challenges you may face, and provide the fit for purpose solution without any confusion. Right solution. Right fit. Every time.

01/31/2025

Exclusive Offer for Homeshowsto Attendees & Exhibitors! 🎉

Are you attending or exhibiting at the ? We’ve got something special for you!

Enjoy an exclusive 𝟭𝟬% 𝗱𝗶𝘀𝗰𝗼𝘂𝗻𝘁 on all Zoho consulting and implementation services.

To claim your discount, reach out to Neeta at [email protected] or 647-331-3631.

Let’s connect and take your business automation to the next level!

01/31/2025

Customerization at Homeshowsto| Jan 31 – Feb 2

We’re excited to be at ! From Jan 31 to Feb 2, Neeta will be there to help you explore how automation can streamline your business.

If your company is attending the show, we’d love to connect! You can contact Neeta at [email protected] or 647-331-3631.

01/03/2023

IS A CRM SYSTEM REALLY NEEDED?

How hard is it to navigate?
When will we start seeing results?

These are just a few questions that we never stop hearing from our clients.

Many business owners think of CRMs as IT projects when in reality, they are a customer-centric, cross-organization business process exercise.

To get started with a on the right foot, it is critically important to establish clear goals that you wish to achieve and go from there. ✅

Many times, we have seen that businesses that don’t set such goals don’t see the desired results and end up blaming the CRM.

It’s very simple:

No measurable success criteria = no ROI visibility = CRM/IT budget struggles ❌

An efficient CRM system can help a business to:
Boost customer satisfaction 😄
Increase sales 💸
Improve customer retention 🧑‍🤝‍🧑
Get exclusive insights 📊
Be more productive ⌚

You can even improve and cement your brand voice with its help since it becomes easy to examine how other staff members are interacting with a potential client.

But we understand it can get a little overwhelming and difficult to understand.

Don't worry, that’s why we are here! 🤗

To clear all your doubts and help you get a better understanding of how exactly a CRM can help you elevate your business, check out this article: 5 Questions To Ask Before Starting Any CRM Project (link in the comments).

And if you still have some lingering issues, feel free to DM us. We’re more than happy to help! ✉️

12/30/2022

GOODBYE, 2022! HELLO, 2023!

We’re looking back at the lessons we’ve learned in 2022 and reflecting on our resolutions for 2023. At Customerization, we continuously evaluate our team's success and use this method to develop our company strategy.

In 2023, we aim to expand our ongoing and monthly support services to help customers manage their systems in-house and offer pin-pointed help for their needs. We also want to spread the word about what's possible when creatively solving customer challenges with technology - and to do so, we plan to post more customer case studies like Quick Start CRM and Zoho CRM - Oracle ERP light integration.

We are also investing in our team, providing them with the latest and certifications and helping them evolve their consulting, listening, and solutioning skills.

In addition, we are expanding our and Technology Roadmap lines of business to help more Canadian SMEs digitize, as well as launching a new podcast to demystify and .

Finally, we are further investing in customer satisfaction to learn what makes them truly happy and deliver more of it - Check out our customer reviews on the official Zoho Website.

We look forward to sharing more updates on our journey. Please get in touch with us if you want to join us!

12/27/2022

FIVE REASONS WHY IT IS DIFFICULT TO SET UP A CRM BY YOURSELF

Setting up a CRM yourself might seem like an easy task at first, but it can be much more complicated in reality. It requires in-depth knowledge of different CRM platforms and a lot of time and effort investment.
Here are five reasons why it is difficult to set up a by yourself:

1️⃣ : CRM consultants have years of experience in the field and they know different features and functionalities of the platform inside out. They can help you pick the right one based on the requirements specific to your business.

2️⃣ : Your business needs may be different from the standard CRM options. A CRM consultant can customize the platform to fit your specific business processes and make your system work perfectly for you.

3️⃣ : It can take a lot of time to learn the ins and outs of different CRM platforms. A CRM consultant can provide an efficient learning program to help your staff become familiar with the platform quickly.

4️⃣ : When you’re dealing with an advanced platform like Zoho, it’s easy to make mistakes. A CRM consultant can identify and minimize errors, helping you get the most out of the platform.

5️⃣ : An experienced consultant can provide not only the expert advice and guidance to help you make the right decisions, but also train your team to maintain the system in-house at a later stage.
If you’re considering setting up a CRM, it’s best to get in touch with a Zoho consultant near you. You can read more about how to find one and the three ways to implement Zoho at https://www.customerization.ca/what-zoho-consultant and https://www.customerization.ca/zoho-implementation-three-options/

12/24/2022

The holiday season is here🎅, and it's time to take a break from the hustle and bustle of the everyday. After all the hard work, it's time to relax, enjoy the company of your loved ones, and create everlasting memories.

At Customerization, we'd like to thank all of our clients for all their collaboration and innovation spirit throughout the year. We look forward to helping you reach your goals for the next year ✨

We wish you a very happy, peaceful and prosperous holiday season. Enjoy!🎄

12/22/2022

ARE YOU LOOKING FOR THE PERFECT CRM TO MANAGE YOUR ?🤔

With so many options available in the CRM market, it can be overwhelming to decide which one is the best fit for you.

Here are some flags to look out for when selecting the right for your business:

👉LIMITED SYSTEM SUPPORT 📞– Before choosing CRM software, you should have a clear understanding of the level of system support it offers. Contact their support team during the trial period to find out their response time. Additionally, look for YouTube videos, Q&A articles, and other sources of support.

👉HIGH COSTS 💰– When choosing a CRM, you should be aware of potential hidden costs and choose one that fits within your . Evaluate the features and options of each CRM to make sure you are getting the best value for your money.

👉LACK OF ESSENTIAL FUNCTIONALITIES 🚫– Before choosing a CRM software, it is essential to analyze if it meets all your business requirements. Make sure not to pick a CRM software based on its popularity, but instead thoroughly assess both functional and non-functional requirements.

Still hesitant? Let us know if you're thinking of CRM or Dynamics 365 CRM. Our experts can help you make the right choice 🤝

Contact us now Customerization! 📞

12/19/2022

THESE MONTHS HAVE BEEN BUSY ONES FOR US!

We've had the opportunity to visit some amazing events and meet lots of inspiring people 🤠

👉 On November 21st we attended Ontario-Israel Bilateral Innovation ✨, where we had the chance to meet, network and collaborate with leaders from around the world.

👉 On December 1st we visited Toronto Food & Beverage ✨, the city's premier food and beverage event. We connected with local vendors, sampled delicious dishes and enjoyed a fun evening.

👉 On December 6th we had the pleasure of attending the Toronto Zoho User Group Meetup ✨. This was a great opportunity to meet other Zoho users and to discuss the latest trends in the industry.

👉 Last but not least, on December 7th we joined TAP Toronto ✨, an event that focused on technology and innovation. We got to hear from inspiring speakers, network with entrepreneurs and be part of a unique experience.

It's been a fantastic time and we can't wait to see what the next months have in store! ✌️

12/15/2022

HOW TO AMEND THE LEGACY ERP WITH A CRM EASILY AND QUICKLY?

For many businesses, integrating legacy systems with new technologies seems unrealistic because of the cost of replacing or integrating an .

One of our clients was concerned about integration and the effort required to pull a massive amount of Oracle data into Zoha . They were worried about starting a huge project to integrate CRM and ERP, which could take a long time.

We used the company's existing Oracle ERP database as a data source in
using the out-of-the-box Zoho Oracle connector. It's allowed a continuous synchronization of the customer, , and information from Oracle to AnalytIcs.

This light integration allowed the client to avoid point-to-point integration via API between the two systems, which saved time and money and provided the company with an immediate solution problem.

If you are looking for a quicker, less expensive route to driving more revenue while working with your existing ERP, Work with Customerization - Zoho & Microsoft Dynamics 365 Consulting. We will help you develop the right Zoho CRM/One solution you need so you can meet all the business goals you desire.

Contact us now!

You can read more about this case in the article.

12/03/2022

We all know that performing repetitive tasks can be time-consuming and unproductive.

This is where automation comes in to save the day.

Automation helps small business tackle mundane tasks while allowing them to focus on the tasks that drive them.

9 out of 10 knowledge workers say that automation has improved people's lives in the workplace.

1 in 5 employees confirms that automation increases the accuracy and efficiency of their work.

According to , has helped improve workers' life, allowing them to focus on more creative tasks and projects, making them more productive. The study surveyed 2000 U.S knowledge workers in a small and medium business. It was a voluntary and anonymous online survey.

This shows how are a necessity in every small business. They are excellent at ensuring that an organization has productive workers who have an improved life.

Automation tools also help in ensuring that workers produce better quality. So if you think your workers are great, imagine how much better output they’ll give once you integrate the right automation tools.

There are various automation tools, but it all depends on your business model and what tasks you need to automate.

Automation helps the amount of time you spend on repetitive tasks and reduces the number of errors when entering sensitive information. They also help with the process of hiring and onboarding team members, as well as ensuring effective team communication.

The benefits of are way too much for any not to have them integrated into their business. They can take your business from low-performing to high-performing so long as you have the right tools and successfully integrate them.

Work with Customerization to find the right automation tool for your business. We also help integrate the proper tools so you can use them correctly.

12/01/2022

So we know disrupting your current processes may seem too complex and time-consuming, but traditional are out-of-date!

And your competitors are quickly adopting digital transformation.

Can your take the chance of losing money and falling behind the competition?

No, which is why you need digital transformation.

Adopting digital technologies strategically is known as "digital transformation." It is the adoption of new procedures and technologies to enhance business operations.
An organization's systems, processes, and workflows are improved through the use of automation and cutting-edge tools in digital transformation initiatives.
According to reports, businesses undergoing , increased and profitability.
80% of businesses report higher profits, while 85% claim higher market share.
Amazing, right?

So you’ve been dreaming of improving your sales process and boosting your income.
Well, it’s possible that all you need is to equip your team with essential CRM tools, enhance pipeline management, and gather customer insights.

Try Zoho One today, a complete bundled with more than 40 business management applications. You can choose from applications for sales, marketing, customer service, finance, working together, project management, and other areas.

The best part is you can get affordable digital transformation with Customerization
Please send us a message now to begin your transformation!

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160 Freemont Street
Concord, ON
L4K5H6

Website

https://www.customerization.ca/

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