Zoho Premium Partner
Glydus · GMG Technotrades · Discovery
What we need from you
Your v5 brief answers most of our questions. These thirty-five are what it doesn’t cover — mostly lists, exports and confirmations we need in order to configure Zoho. Each section then sets out the assumptions we’ve made, which need only a yes or a correction. Answers save as you type; use Copy answers when you’re done and email them back to us.
Answered0 / 65
We’ve read your v5 brief, so we haven’t asked about these. Segment Tags and the conversion gate ·
Importance as High / Medium / Low with no scoring · Engagement at 20 and 60 working days · Trial being optional ·
Order requiring a PI and not only a PO · distributors sitting inside Accounts with no separate tab · no
domestic/export split · Complaints and Technical Queries as separate repositories · Excel bulk upload ·
the customer form writing back to the CRM.
Sending us files?
Price lists, a sample quotation, data exports, your lost-deal and complaint category lists —
upload them straight to our secure Zoho WorkDrive folder. No login needed.
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