.png?width=500&height=100&name=operation%20baseline%20(1).png "Operation Baseline | Sales Strategies & Sales Support")
Helping you get the most from Zoho CRM
Managing customer relationships shouldn’t be a headache. Our Zoho support service helps businesses in Swindon and Wiltshire streamline their operations, improve customer satisfaction and increase sales. We provide end‑to‑end support – from initial setup and data migration to training, strategic direction and ongoing maintenance. According to local CRM specialists, tailored CRM solutions improve operational efficiency and boost sales. We build on that philosophy by offering services designed for growing businesses across Wiltshire.
CRM Setup and Implementation
Discovery & design – We start with a consultation to understand your business, stakeholders, lead sources and processes, then configure your Zoho modules and fields accordingly.
Data migration & integration – Seamlessly transfer data from existing systems and integrate Zoho CRM with your ERP, accounting or marketing platforms. Local CRM providers note that integration offers a unified view of customer data.
Customisation – Custom fields, layouts and modules tailored to your needs. We ensure you choose the right field types from the start because Zoho does not always allow field types to be changed once created
Training & onboarding
Role‑based training – We run hands‑on sessions for administrators, developers, sales reps and managers. Zoho’s own training programmes cater to these roles to maximise productivity.
Instructor‑led sessions – Training is delivered online or onsite by certified trainers. Instructor‑led programmes are designed to help you master Zoho CRM.
Tailored curriculum – We tailor course content to your business and can provide private training days for teams in Swindon and Wiltshire.
Strategic direction & optimisation
Process analysis – We review your sales and support processes to identify gaps and opportunities.
Automation & custom scripting – Implement workflows and Deluge scripts to automate repetitive tasks. Zoho’s automation allows you to create custom functions and associate them with workflow rules.
Performance tuning – We measure adoption and data quality, refine field structure, and introduce new features only when they add value.
Ongoing support & maintenance
Troubleshooting & updates – Our support engineers keep your Zoho apps running smoothly. We handle troubleshooting, updates and performance tuning to ensure systems are secure, scalable and optimised for your business.
Tailored support plans – Every business is unique, so we tailor support services to meet your specific needs. Whether you use a single Zoho app or a suite of applications, we have the expertise to keep everything working together.
Local expertise – Being based in Swindon means we offer on‑site support across Wiltshire with a personalised approach.
Local focus: Swindon & Wiltshire
We are committed to supporting local businesses. A personalised approach and local presence distinguish us from generic support services. Whether you’re a small business in Swindon or a growing enterprise elsewhere in Wiltshire, we deliver timely support and industry‑specific expertise.
Celebrating Partnerships and Proven Results
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Hear it from Our Satisfied Customers
At Operation Baseline, we are proud to have helped numerous small business owners achieve success in sales through our sales and marketing management services and solutions. Our focus on delivering real results is reflected in the positive feedback we receive from our satisfied customers. Read on to hear from some of our recent clients about their experience working with us.
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What a fantastic company, helped me to identify my issue with closing sales and systemising my leads pipeline. Really lovely team, would definitely recommend.
Logan B.
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Operation Baseline recently built and seo optimised my website. they also set me up with ecommerce linking my services with Stripe payment gateway. I can honestly say that I was really impressed by the service and I'm already receiving enquiries and have taken payments through my site. I would thoroughly recommend Operation Baseline Website, SEO and E-Commerce services.
