An experienced Business Analyst, Project Manager and Trainer, with over 30 years experience in implementing CRM solutions, specifically 45+ applications in the Zoho One ecosystem, Goldmine, HEAT SM, Hubspot, Quotewerks (CPQ), across Sales, Marketing, Support and other customer touch points. Leads a team of Subject Matter Experts, proficient in CRM Workflow Automation, Financial Systems (Zoho Books, QuickBooks, Xero), and Geographic Information Systems (Esri, Satellite Image Processing, Statistical Growth Modelling). Considerable expertise in developing bespoke custom Apps (Zoho Creator, PHP, Deluge coding) and systems integration. Has conducted several migration projects requiring data transfer and synchronisation between SQL and Zoho. Helps SMBs leverage India for Business Process Outsourcing, to lower costs for repetitive, resource intensive tasks, from Data Digitisation, to Research and Back-office Administration work.
As a small business we are faced with growth challenges that require us to be astute and optimise our resources. One key department is our Accounting, which needs to focus more on financial intelligence, rather than just compliance. We can try and hire highly trained… Read More »Financial Intelligence
The powerful integration between Goldmine and Outlook improves your email usage and gives you the best of both worlds; the flexibility and familiarity of Outlook, with the intelligence and organisation of Goldmine as a CRM. Watch the two products integrate in this video and get… Read More »Goldmine & Outlook – Intelligent Emailing
Goldmine has powerful automation that can help your business work efficiently and we will share a series of video tutorials in this blog: