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Zoho CRM Implementation

top-notch knowledge of CRM development

Why Cloudbakers

Your business development is in good hands.

A secure and efficient CRM platform is key to more than managing customer relationships. With your business development built in the cloud, you can improve collaboration team wide, driving customer engagement, making it easier for reps and managers to work together, increasing productivity and helping C-Suite execs oversee sales at a high level. TLDR: Say goodbye to spreadsheets, stay informed, make better decisions and never look back.

"This is great but I need to move FAST! Do you have any way that we could start taking advantage of Zoho's platform right away?"

Yes. Yes we do! If you need to get your company's CRM operations into the cloud right away (or switch to Zoho if you're already in the cloud) you need to check out our Rapid Zoho Standup Package.

Do you already have Zoho but need role-specific training for your organization?

We have just the thing with our functional role-based Zoho Training Packages!

Automate business processes with cloud

Define your customer experience and automate your business process

CRM Roadmap

Reduce change anxiety by understanding your CRM roadmap

New CRM Implementation

Implement your new CRM with no false starts or setup learning curve

Migrate legacy CRM data

Migrate your legacy data both quickly and accurately

Eliminate spreadsheets with CRM

Eliminate the need for complex spreadsheets


Zoho plays nicely with ERPs

We understand that sometimes, even with all of applications Zoho has to offer, it might not be the right time or fit to replace your existing ERP system. That’s why Cloudbakers focuses not only on enhancing Zoho through internal application integrations, but also on integrations with ERP systems. We meet your business where you are.

Microsoft Dynamics AX / NAV Integration

Microsoft Dynamics

Whether you want to better understand your customers purchasing habits or just streamline your operations to remove duplicate data entry, Cloudbakers has built integrations customized to your business workflow between Microsoft Dynamics, Zoho CRM, and Zoho Analytics.

SAP Integrations


One of the leading ERP solutions, SAP has a function for just about every business use case, but it’s no match for the flexibility and usability of Zoho. Synchronize your client data from SAP to Zoho and allow your teams to work more efficiently out of the Zoho Platform without sacrificing data from your SAP system.

Oracle NetSuite Integration


NetSuite is extremely customizable for specific operations within the market. Cloudbakers enhances NetSuite’s ability to handle unique departmental processes and operations through integration with Zoho Accounts, Contacts, Products, and Invoices. You don’t have to hide your inventory count from your sales people anymore.

Oracle JD Edwards Integration

JD Edwards

The “everlasting” ERP system and a staple in the manufacturing world, JD Edwards has forever been known for its ability to handle your warehousing and accounting operations. Tie in JD Edwards with your sales and account management teams and you have a winning platform for success. Integrate JD Edwards with Zoho.

Our Process

Your travel buddy in the cloud.

With a clear roadmap of the entire development process, you’ll understand how your CRM solution will impact your organization and business processes for the long haul.

Cloudbakers Agile Process Cloudbakers Agile Process

It’s not our first CRM rodeo.

Our experienced CRM development team can implement your new CRM 50% faster than average. After completing the setup of hundreds of CRM systems, we could do this stuff in our sleep (not that we would of course) and your focus can stay on using your new platform to optimize your customer relationships. How’s that for a plan?


Let the ‘bakers lead the way.

No matter the platform you choose, we’ll teach your new tech to every level of your organization. When your solutions are in place, you’ll know your way around them as well as we do.

Our Case Studies

Making the
case for implementing with us.

See the impact our CRM solutions can have on your business and your customers.

View Case Studies

Hotels for Hope Implements Zoho CRM

Hotels for Hope is changing the hospitality industry by donating a portion of sales to non-profits...

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World Vision Embraces Zoho Creator

World Vision employs over 45,000 humanitarian workers throughout 100+ countries. See how they..

Read More
View Case Studies

White Paper

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