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Zoho Implementation by Certified Experts (14+ Years) NZ

Comprehensive **Zoho implementation** with Lumen Business: Simple, Powerful, and Effective. Start your Zoho journey with us. Our structured Zoho implementation process is clear-cut and thorough, deploying solutions seamlessly across big enterprises, government agencies, and growing SMEs.

ZOHO IMPLEMENTATION

Zoho Implementation Services, Simplified by Lumen Business

Comprehensive Zoho implementation with Lumen Business: Simple, Powerful, and Effective. Start your Zoho journey with us. Our structured Zoho implementation process is clear-cut and thorough, deploying solutions seamlessly across big enterprises, government agencies, and growing SMEs.

SETUP

Set-Up

We align Zoho CRM and enterprise apps with your unique operational processes.

CUSTOMIZATION

Customisation

We architect and customize exactly what you need. Nothing less, nothing more.

AUTOMATION

Smart Automation

Your workflows get faster and simpler through automated triggers, blueprints, and approvals.

GOVT SECURITY

Secure Access

We configure roles, profiles, and permissions. Your enterprise data stays protected.

CONNECTIVITY

Seamless Integration

Connect your CRM with your existing business tools across the entire Zoho cloud platform. Effortlessly.

ENABLEMENT

Training and Support

Comprehensive team enablement ensures everyone knows how to use Zoho in the best way.

YOU COUPLE

You’re a couple steps away from the world’s favourite CRM

Unlock your business’s potential with a proven Zoho implementation. As Zoho CRM Certified consultants we have the experience to get you moving in no time at all. We also offer Zoho integrations, Zoho training, and support. Read more about Certified consultants

RAPID DEPLOY

Express Implementation

Because of our years of experience, we deliver the fastest Zoho implementation in the country.

PROVEN METHODS

Best Practice

Over the decades, we have found what makes CRMs work and what makes them fail. We can share this wisdom with you.

CONNECTIVITY

Integrations

Make your CRM integrated. We can connect all of your business apps with standard or custom integrations.

AUTOMATION

Business Automation

Dramatically streamline your business by automating parts of your business process. This frees up your people to focus on their most important work.

UNDERSTAND BUSINESSES

We Understand Businesses Large or small, we know what you need

Proven Success Across the Board We’re known for handling complex CRM projects. Trusted by big enterprises and government, our team delivers. No task is too big.

ENTERPRISE

For Enterprises

Robust CRM systems. Ready for enterprise scale and multi-department alignment.

NZISM COMPLIANT

For Government

Secure, compliant solutions meeting government and NZISM data protection standards.

GROWTH & ROI

For SMEs

Flexible, cost-effective CRM designed to accelerate pipeline velocity and grow faster.

KNOWING CHOOSE

Why knowing how to choose a Zoho implementation partner is so important

GOVERNANCE

Project Management

Proven management skills ensure your project meets deadlines and budgets, avoiding costly overruns.

SALES EXCELLENCE

Sales Enhancement

Specialised sales training empowers your team, improving CRM and boosting sales performance.

NZISM DATA DEFENCE

Security

High standards of data protection (NZISM) are essential, especially for sensitive information, ensuring compliance and trust.

ENABLEMENT

User Training

Comprehensive training ensures your team fully utilises Zoho’s capabilities, maximising your investment.

SCALABILITY

Scalability

A partner committed to your growth can adapt solutions as your business evolves, supporting long-term success.

TAILORED WORKFLOWS

Customisation

Tailored solutions mean Zoho will work seamlessly with your unique business processes, driving efficiency.

THE TWO

The Two Categories of Zoho Implementation That Can Affect Your Business in the Future

PIPELINE & REVENUE

Managing Leads and Deals

The two categories, Managing leads and deals, and “Database CRM”, are very different from each other. Managing leads and deals is a straightforward CRM implementation, where most of the configuration and automation can be done by the customer. Only about 1% to 5% of these implementations require development knowledge in Zoho Deluge (Zoho development language), with the exception of if the CRM implementation requires a specialist in APIs, data migration, and data cleaning. For this type of Zoho implementation, we created an express implementation, where we focus on knowledge transfer, training, speed of deployment, and low entry costs.

DEEP ARCHITECTURE

Database CRM

Database CRM, on the other hand, is a very different type of CRM implementation. For example, the CRM can be used by telcos to manage their provisioning process. In this case, knowledge of the CRM is secondary, and the Zoho partner requires extensive knowledge and discipline in many areas, such as system analysis, system architecture, data modelling, software development, database development, SAAS development, BI and report writing expertise, RPA development, AI development, API expertise, data cleaning, data migration, data entry automation, Amazon Connect, and SMS automation. To ensure a successful implementation of a “Database CRM”, it’s important to have the required skills in-house in New Zealand and not outsource them overseas.

THE SKILLS

The 16 Skills Required for Successful Zoho Implementation

ARCHITECTURE

System Architecture

End-to-end system design aligning enterprise data flows and integrations.

ANALYSIS

System Analysis

Thorough scoping and technical process analysis to prevent scope creep.

DATABASE

Database Development

Relational database structuring, indexing, and data modelling. Learn more

ARTIFICIAL INTEL

AI Development

Custom AI model deployment and Zia assistant workflow automation. Learn more

DATA PURITY

Data Cleaning

Deduplication, normalization, and data validation before ingestion. Learn more

MIGRATION

Data Migration

Seamless, zero-downtime ETL migration from legacy CRM platforms. Learn more

PRODUCTIVITY

Data Entry Automation

Automating data intake through RPA, OCR, and smart workflows. Learn more

REPORTING

BI & Report Writing

Advanced analytics dashboards and executive KPIs via Zoho Analytics. Learn more

ENGINEERING

Software Development

Full-stack development extending native Zoho capabilities with bespoke code.

MODELLING

Data Modelling

Custom object relationships, modules, and lookup taxonomies.

SAAS ENGINEERING

SaaS Development

Building tailored SaaS applications and customer portals. Learn more

RPA

RPA Development

UiPath and robotic process automation across enterprise systems. Learn more

API INTEGRATION

API Expertise

Over 42 live API projects delivered across NZ and Australia. Learn more

MESSAGING

SMS Automation

Two-way global SMS automation via Burst SMS and Zoho CRM integrations.

TELEPHONY

Amazon Connect

Cloud contact centre telephony linked seamlessly with Zoho SalesIQ. Learn more

DELIVERABILITY

Email Validation

Real-time email hygiene and verification reducing bounce rates. Learn more

FUSION NEW

Lumen Fusion: A New Architecture for Zoho Implementation

Lumen Fusion is a new type of Zoho CRM implementation that goes further to drive business growth and includes the standard Zoho CRM implementation. It’s our competitive advantage, combining CRM implementation technical skills with business knowledge to integrate proven practices to scale your business through software. By also incorporating business culture and sales training into our software solutions, we ensure that our implementations are not just technical solutions but comprehensive enhancements to your business operations. From our experience, this approach gives businesses the best implementation and tangible effects that management can see, with measurable and provable results. Learn more about Lumen Fusion

PIPELINE

Lead Generation

Attract and capture high-quality leads.

VELOCITY

Sales Pipeline

Streamline and optimize your sales processes.

RETENTION

Account Management

Improve customer relationships and retention.

OFFERINGS

Products and Services

Innovate and enhance your offerings.

ADVANTAGE

Competitive Edge

Gain an advantage over your competitors.

AI AUTOMATION

AI Automation

Leverage AI for smarter business operations.

WHY PARTNER WITH LUMEN

Why Choose Lumen for Your Zoho Implementation

Local businesses should leverage Lumen, a team of CRM specialists and software development experts, to implement Zoho for their operations. Lumen excels in crafting custom business solutions tailored to specific needs, ensuring seamless integration of Zoho’s powerful CRM capabilities. With Lumen’s expertise, businesses can optimize customer relationship management, streamline processes, and enhance overall efficiency, ultimately leading to increased productivity and sustained growth.

TAILORED

Customised CRM Solutions

Tailoring Zoho CRM to diverse business requirements.

VALUE RETENTION

Strategic Account Management

Optimizing share of wallet, managing budgets, and identifying risk indicators.

EFFICIENCY

Sales Process Improvement

Enhancing efficiency through structured CRM pipelines.

ADOPTION

User Adoption Strategies

Focusing on effective CRM utilization and long-term team habits.

TRACK RECORD

Client-Centric Focus

Proven track record across diverse industries throughout New Zealand and Australia.

WORK WITH LUMEN

Plan Your Zoho CRM Implementation

Speak directly with our senior Zoho implementation consultants for an architectural review.