Ravi Lal

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.

Quotes on the Go

Do you have a mobile sales team that would benefit from sending quotes and closing deals whilst sitting with the customer? Check out this video and be in touch for an affordable solution that will improve the way your team works, impress your customers and… Read More »Quotes on the Go

Goldmine CRM

Goldmine has created a niche market for itself in a very crowded CRM space. How is it different? 1. You can own it permanently as the licenses are perpetual 2. The licenses are concurrent, which means you only need to buy for expected log-ins 3.… Read More »Goldmine CRM