A configured CRM nobody uses is worse than no CRM. TBS sets up the infrastructure and builds the training cadence that makes your team actually run on it.
Zoho Books and Zoho Inventory setup is delivered either directly by TBS associates or coordinated through a certified Zoho implementation partner, depending on the depth of configuration your business needs — confirmed with you before the engagement starts.
Setup without adoption fails within a month. This cadence is built into every Digital & CRM engagement.
2 × half-day sessions, in person, with the full team at your premises. Hands-on, on your actual data — not a generic demo.
3–5 hour monthly session, for the whole team together — reinforcing adoption, troubleshooting real usage issues, and rolling out new workflows as they mature. Held online or in person depending on what the team needs that month.
Ongoing individual sessions, online, for team members who need direct support — particularly sales staff adjusting to CRM discipline for the first time.
| Week | Milestone |
|---|---|
| Week 1 | Domain / email live; Zoho CRM instance provisioned |
| Week 2 | Pipeline & automation configured; on-site training Day 1 (half-day) |
| Week 3–4 | Team using CRM for live leads; on-site training Day 2 (half-day) |
| Month 2 | First monthly online batch session; adoption review against dashboard usage |
| Month 3 | Second monthly batch session; one-to-one coaching for lagging users; automation refinements |