Zoho Consulting

Valenta ES > Consulting > Zoho Consulting

Zoho is one of the World’s leading CRM & ERP applications. Zoho CRM is used by over 250,000 businesses in 180 countries making it one of the most sought-after CRM applications Globally. In addition to the CRM Module, Zoho has 45+ Integrated Applications along with Low Code and No Code applications, making it one of the world’s most advanced SaaS based applications. At Valenta, we specialize in Zoho Consulting and Implementation. We have deep Zoho expertise across the entire Zoho’s solution portfolio and create customized Zoho solutions for clients based on their specific goals and objectives.

Valenta’s Zoho Consulting expertise is unmatched when it comes to the Zoho customization that it offers to organizations of all sizes and across industries. We work with clients from inception to production. This includes developing a Zoho strategy, developing a Zoho design framework, Zoho integration with third party applications, data migration, Zoho Consulting, Zoho development, Zoho implementation, and post implementation support. The Valenta approach and our prior Zoho experience helps clients make informed and smart business decisions.

Our Zoho Consulting Practice is split into the following verticals:

Zoho Consulting

Many organizations wish to go with a technology first approach, however, finding the right product and building that perfect solution requires expertise and domain know-how which Valenta possesses. Valenta’s Zoho Consulting Practice is not a standalone practice. It is supported by professionals from Automation, AI, IoT, Process Consulting and seasoned Zoho Consultants who come together to create customized Zoho solutions that are built to last.


Zoho Customization

Every product or application in the market requires customization. Without customization, a vendor’s software is just plain vanilla solution that cannot meet a business or organizations specific requirements. No software solution has been built to be 100% plug and play without customization, despite some vendors assertions. Valenta’s team of Zoho Consultants thoroughly understand the Zoho complexities involved in customization and this varies based on industry and domain. Our approach, Zoho process and our customization considers all the Zoho complex factors a business must consider including scalability.

Zoho Integration

Integration of various business and software tools play a vital role in every organization today. Every forward-thinking organization believes in providing transparency and openness and seeks to provide clients and employees with a single unified platform or dashboard where they can view their business performance in one location. Most organizations work on multiple applications for different business functions and often frequently even have standalone Automation, AI and Business Intelligence Tools. Integrating all these different applications becomes very important, not just for Management but also for Functional Heads. Valenta’s Zoho integration Consultants can integrate all Zoho Integrated Apps plus any other Third-Party applications with core Zoho Platform Products.


Zoho Development

Valenta’s Zoho Consulting and development team consists of seasoned Zoho Consultants and Developers who have worked on hundreds of Zoho projects over the years. This Zoho experience allows Valenta to go above and beyond and create Zoho solutions that allows Organizations to scale. Our team of Zoho Consultants work closely with Valenta’s Design Team, Process Consultants, Domain Experts, Automation and AI Team and are therefore able to add great value to each Zoho project they work on.

Zoho Implementation & Maintenance

The proof is in the pudding and lays with the Valenta implementation team. Valenta’s Zoho Implementation Consultants have implemented hundreds of Zoho projects and understand how important this final phase is. Even the most documented Processes and Solution Designs, User Acceptance Testing to Go-Live can provide unforeseen challenges. Given Valenta’s Global Pool of Talent, Internal Capability, Industry and Domain expertise, the Valenta’s Zoho implementation Consultants can handle any complex implementation as well as on-going Zoho maintenance.

Some of our Zoho Consulting and Development Work


Cyber Security

  • Custom Module for Order Management providing complete visibility from order to cash
  • Effective Zoho Project Management enabling real time project tracking and resource allocation
  • Vendor Management providing visibility to the purchase to pay cycle
  • Custom Commissions Module for calculation and tracking of commission for all orders and service contracts
  • Zoho Books Configuration - Development of MIS dashboard to assess key performance metrics

Manufacturing ( Animal Feed Manufacturer and Distributor )

  • Zoho Creator Configuration of a Territory Planning Model to enable effective planning and tracking of Customer Interactions with the Sales Team
  • Integration of Territory Planning Model with Zoho CRM
  • Establishment of the Contract Signing workflow
  • API Integration of the Zoho platform with the in-house Inventory Management / Finance ERP
  • Zoho CRM Dashboard configuration - redesign of the MIS to provide real time visibility to key metrics

Electrical Heating and Related Supplies

  • Custom Quoting Module in Zoho Creator that makes provisions for backend calculations through automation
  • Data Migration from Xero Inventory to Zoho Inventory
  • Zoho API Integration with Carrier Service Provider
  • Enhancement of Zoho CRM to capture customer information through the lifecycle
  • Establishment of an Order Management System for complete visibility of the order to cash cycle
  • Implementation of Zoho Surveys to gather customer feedback
  • Refinement of Zoho Campaigns to establish a wider reach

Art Supplies and Interiors

  • Establishment of an Order Management System for complete visibility of the order to cash cycle
  • Custom Configuration of Quotes Module to cater to specific client
  • Creation of Commissions Module in Zoho CRM to enable calculation, tracking and payout of commissions
  • Development of Custom Bonus Module in Zoho CRM to enable calculation, tracking and payout of bonus payments
  • Custom Rebate Module to enable calculation and payout of rebates to key partners
  • Dashboard configuration in Zoho Books
  • Enhancement of Zoho CRM module to capture customer information through the sales cycle

Have you considered getting a BOT to perform activities on Zoho CRM?

Watch a BOT receive an email, login to DocuSign, download a document and attached it to a record in Zoho CRM

Our Zoho expertise covers the following


Sales – Zoho CRM, Desk, Zoho Forms, SalesIQ, Contact Manager, Sales Inbox,
Bookings, Bigin.


Marketing – Social, Zoho Campaigns, Forms, Zoho Survey, Sites, Page Sense, Commerce, Marketing Automation, Meeting, Backstage.

Customer Support – Desk, Assist, Lens, ServiceDesk Plus.

Zoho Finance – Zoho Books, Invoice, Expense, Inventory, Subscriptions, Checkout, Payroll.


HR – Zoho People, Recruit, Expense, Workerly, Payroll, ShowTime, BackToWork, Shifts


Legal – Contracts.

Email & Collaboration – Zoho Mail, Meeting, Writer, Sheet, Show, Notebook, Zoho Voice, Calendar, Learn, Sign, Bookings, Cliq, Connect, Zoho Office Suite, Office Integrator.

IT Management – Creator, Flow, Vault, Desktop Central, Remote Access Plus, Domain Toolkit, Assist, Identity Management, Patch Manager Plus, Mobile Device Management.


BI & Analytics – Zoho Analytics, Embedded BI, DataPrep.


Zoho Project Management – Project, Sprints.


Zoho One.

At Valenta, our Zoho Consultants and specialists are supported by a team of Domain experts across Supply Chain, Finance and Accounting, Sales and Marketing, Human Resources, IT Operations and much more. This Zoho domain knowledge allows them to seamlessly address complex Zoho business process challenges.

Having implemented several customized Zoho Solutions across Financial Services, Healthcare, Retail, Manufacturing, Transportation and Logistics, Education, and several other sectors, Valenta’s is very well positioned to assist clients with their Zoho Consulting, Implementation and On-Going Zoho Staffing requirements.

The Valenta Zoho Advantage


24/7/365 Operation

With Onshore, Nearshore and Offshore Centers to choose from, Valenta offers its clients a 24/7 Non-Stop Zoho Consulting service and operation.


Global Provider

Valenta is a Leading Zoho Solutions provider with over 150+ Certified Zoho Consultants and Developers supporting clients from over 20 Markets across various sectors.


ISO Certification

Valenta is ISO 27001 Certified in Information Security including GDPR compliance.


Domain Expertise

Our Zoho Consultants and Developers are supported by Domain Experts across Supply Chain Operations, Finance and Accounting, IT Operations, Human Resources, Contact Center, Sales and Marketing and more.

Identify and Eliminate Manual Processes

How we add value?

Our Zoho Consultants deliver significant value to our clients by reducing the cost of operations, helping them attain world class cost structures, and implementing effective controls. We have standardized our Zoho process with a high degree of Automation and AI.

We have a comprehensive and integrated Zoho service capabilities. We augment our capabilities by continuously investing in building AI and ML expertise through:

  • Continuous investment in Zoho Automation and AI Technologies
  • Creating Standard Operating Procedures for each of our Zoho clients
  • Providing clients with a Real Time Zoho Visibility Platform
  • A Dedicated Zoho Training Academy, which focuses on increasing domain expertise

Secure your complimentary RPA Audit

Valenta Zoho Packages:

Zoho Consulting Starting

Zoho Developer

(1-2 years of Experience)

Zoho Developer

(3-4 years of Experience)

Zoho Developer

(5+ years of Experience)

Zoho Administrator

(1-2 years of Experience)

Zoho Administrator

(3-4 years of Experience)

Zoho Administrator

(5+ years of Experience)

Book Free Zoho Consultation

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