The success of a Zoho project is decided before the first configuration. Nuagix starts every mandate with an analysis of how you work, so we can recommend the right applications, the right automations and a realistic plan.
What the analysis covers
- Your processes: sales, invoicing, customer service, projects and administration.
- Your tools: CRM, accounting, Excel files, forms and email. If you use Google Workspace or Microsoft 365, we recommend keeping them and syncing them with Zoho CRM.
- Your pain points: double data entry, lost information and no overall view.
- Your obligations: Law 25, Bill 96 and data hosting in Canada. See Zoho and Quebec compliance.
How it works
- Preparatory questionnaire: fill it out ahead of time or answer during the meetings, with no obligation.
- Two process-mapping meetings on Zoom with our business analyst.
- A process map of your operations, shared with you.
- Recommendations: Zoho applications, automations, integrations, data migration and a training plan.
- Reference budget: only the hours actually used are billed, at the end of each month.
Who it’s for
- Businesses deciding between Zoho and another solution.
- Those who must leave a tool, such as former CentrixOne customers. See CentrixOne migration.
- Those already using Zoho without getting its full potential.
- Those who want to move off Excel. See Moving off Excel with Zoho One.
Why Nuagix
- Zoho Premium Partner since 2019, in business since 2011, winner of the Sales Achievement award at the 2024 Zoho Partner Awards.
- More than 350 implementations and more than 250 optimizations for existing clients.
- A multidisciplinary team, in French and English, across Quebec.
- Two approaches: turnkey, or coaching if you want to do part of the work yourselves.
To compare partners objectively, read our guide How to choose a Zoho partner in Quebec.
Frequently asked questions
How long does the analysis take?
Process mapping usually takes two Zoom meetings. The total length depends on the number of processes and applications involved.
Do I have to change my email to use Zoho?
Not necessarily. With Google Workspace or Microsoft 365, we recommend keeping your email and syncing it with Zoho CRM. Moving to Zoho Mail is mainly recommended for a public address (Gmail, Hotmail, Outlook.com) or email hosted over IMAP.
Can part of the project be subsidized?
The training portion may be eligible for MFOR. See MFOR grant for Zoho training.