Zoho One Complete Setup and Migration
Budget: ₹12,500 – ₹37,500 INR
PROJECT: Zoho One Implementation & Migration (Novasensa)
Current Stack: Google Workspace & MS Teams (To be decommissioned post-migration)
Objective: End-to-end configuration, data migration, and workflow automation on Zoho One.
PHASE 1: Foundation & Identity (The "Master" Layer)
• Zoho One Admin Panel:
o Domain Verification: Configuration of SPF, DKIM, and DMARC records (Critical for Email & Campaign deliverability).
o Security: Enforce 2FA and IP restrictions for admin access.
• Zoho People (System of Record):
o Employee Database: Configure as the central directory. (Once added here, users auto-sync to Cliq/Mail).
o Core HR: Setup of Leave Policies, Holiday Calendars, and Attendance (Web/Mobile Check-in).
o Onboarding: Basic workflows for asset allocation and document collection.
• Zoho WorkDrive (Document Management)
o Cloud Storage: Setup of "Team Folders" to replace Google Drive/Shared Drives.
o Permissions: Define access roles (View/Edit/Upload) for internal and external sharing.
PHASE 2: Communication, Support & Finance (Operational Backbone)
• Zoho Mail:
o Migration: IMAP migration of historical data from Google Workspace.
o Groups: Setup of departmental aliases (e.g., accounts@, info@).
o Policies: Configuration of mail filters to identify spam and manage retention.
• Zoho Cliq (Internal Comms):
o Channels: Structure #Organization-Wide (Announcements) vs. #Team-Specific channels.
o Bot Integration: Enable default bots (Attendance bot, Taz).
• Zoho Connect (Internal Collaboration)
o Task Management: Setup of internal task boards and team walls for assigning daily duties.
o Knowledge Base: Creation of internal manuals or company policy pages.
• Zoho Desk (Customer Support)
o Ticketing System: Centralize incoming support emails (e.g., support@novasensa) into a single dashboard.
o Performance Tracking: Setup "SLAs" to track how long agents take to respond to client emails.
• Zoho Books (Finance):
o Compliance: GSTIN configuration, Place of Supply rules, and Chart of Accounts.
o Banking: Integration of Bank Feeds for auto-reconciliation.
o Integration: Ensure 2-way sync with Zoho People (for payroll/expenses) and CRM (for invoicing).
PHASE 3: Revenue & Talent (High Complexity)
• Zoho CRM (Sales Engine):
o Modules: Customization of Leads, Contacts, Accounts, and Deals to match our specific business model.
o Blueprints: Mandatory process definition for Lead Qualification (preventing sales reps from skipping steps).
o Pipelines: Distinct pipelines for different revenue streams.
• Zoho Bookings (Scheduling)
o Consultation Setup: Create booking pages for customers to schedule online/phone consultations automatically.
o Calendar Sync: Two-way sync with Zoho Calendar/CRM to prevent double-booking.
• Zoho Recruit (Hiring):
o Career Site: Configuration of the external job board.
o Resume Parsing: Setup to auto-extract candidate details from emails.
o Interview Workflow: Sync with Zoho Meeting for remote interviews.
PHASE 4: Marketing & Outreach (Growth Engine)
• Zoho SalesIQ (Website Visitor Tracking)
o Chatbot Builder: Configuration of a bot to communicate with website visitors when staff is offline.
o CRM Sync: Auto-push visitor data into CRM as "Leads" if they engage with the chat.
• Zoho Campaigns (Email Marketing):
o Sync: Configure real-time sync with CRM Leads/Contacts (segmentation based on Lead Status).
o Deliverability: Separate sender domain setup to protect primary business email reputation.
o Automation: Setup "Drip Campaigns" for welcome emails or lead nurturing.
• Zoho Social:
o Lead Gen: Map "Social Leads" directly to CRM.
o Publishing: Setup approval workflows for content scheduling across LinkedIn/Twitter/Instagram.
• Zoho Meeting & Webinar:
o Webinar: Configuration of registration forms and automated "Thank You" emails.
Current Stack: Google Workspace & MS Teams (To be decommissioned post-migration)
Objective: End-to-end configuration, data migration, and workflow automation on Zoho One.
PHASE 1: Foundation & Identity (The "Master" Layer)
• Zoho One Admin Panel:
o Domain Verification: Configuration of SPF, DKIM, and DMARC records (Critical for Email & Campaign deliverability).
o Security: Enforce 2FA and IP restrictions for admin access.
• Zoho People (System of Record):
o Employee Database: Configure as the central directory. (Once added here, users auto-sync to Cliq/Mail).
o Core HR: Setup of Leave Policies, Holiday Calendars, and Attendance (Web/Mobile Check-in).
o Onboarding: Basic workflows for asset allocation and document collection.
• Zoho WorkDrive (Document Management)
o Cloud Storage: Setup of "Team Folders" to replace Google Drive/Shared Drives.
o Permissions: Define access roles (View/Edit/Upload) for internal and external sharing.
PHASE 2: Communication, Support & Finance (Operational Backbone)
• Zoho Mail:
o Migration: IMAP migration of historical data from Google Workspace.
o Groups: Setup of departmental aliases (e.g., accounts@, info@).
o Policies: Configuration of mail filters to identify spam and manage retention.
• Zoho Cliq (Internal Comms):
o Channels: Structure #Organization-Wide (Announcements) vs. #Team-Specific channels.
o Bot Integration: Enable default bots (Attendance bot, Taz).
• Zoho Connect (Internal Collaboration)
o Task Management: Setup of internal task boards and team walls for assigning daily duties.
o Knowledge Base: Creation of internal manuals or company policy pages.
• Zoho Desk (Customer Support)
o Ticketing System: Centralize incoming support emails (e.g., support@novasensa) into a single dashboard.
o Performance Tracking: Setup "SLAs" to track how long agents take to respond to client emails.
• Zoho Books (Finance):
o Compliance: GSTIN configuration, Place of Supply rules, and Chart of Accounts.
o Banking: Integration of Bank Feeds for auto-reconciliation.
o Integration: Ensure 2-way sync with Zoho People (for payroll/expenses) and CRM (for invoicing).
PHASE 3: Revenue & Talent (High Complexity)
• Zoho CRM (Sales Engine):
o Modules: Customization of Leads, Contacts, Accounts, and Deals to match our specific business model.
o Blueprints: Mandatory process definition for Lead Qualification (preventing sales reps from skipping steps).
o Pipelines: Distinct pipelines for different revenue streams.
• Zoho Bookings (Scheduling)
o Consultation Setup: Create booking pages for customers to schedule online/phone consultations automatically.
o Calendar Sync: Two-way sync with Zoho Calendar/CRM to prevent double-booking.
• Zoho Recruit (Hiring):
o Career Site: Configuration of the external job board.
o Resume Parsing: Setup to auto-extract candidate details from emails.
o Interview Workflow: Sync with Zoho Meeting for remote interviews.
PHASE 4: Marketing & Outreach (Growth Engine)
• Zoho SalesIQ (Website Visitor Tracking)
o Chatbot Builder: Configuration of a bot to communicate with website visitors when staff is offline.
o CRM Sync: Auto-push visitor data into CRM as "Leads" if they engage with the chat.
• Zoho Campaigns (Email Marketing):
o Sync: Configure real-time sync with CRM Leads/Contacts (segmentation based on Lead Status).
o Deliverability: Separate sender domain setup to protect primary business email reputation.
o Automation: Setup "Drip Campaigns" for welcome emails or lead nurturing.
• Zoho Social:
o Lead Gen: Map "Social Leads" directly to CRM.
o Publishing: Setup approval workflows for content scheduling across LinkedIn/Twitter/Instagram.
• Zoho Meeting & Webinar:
o Webinar: Configuration of registration forms and automated "Thank You" emails.