services for entrepreneurs and organization leaders

Do Less & Achieve More.

Automate. Delegate. Repeat.

Experience tailored consulting services that drive efficiency and growth for your business success.

Zoho Implementation

For initial Zoho setup, integration, training and more using our ZBlitz framework.

Zoho Development

Customized solutions for Zoho configuration and ongoing improvements.

Zoho Training

Hands-on training to help teams maximize their Zoho systems.

Zoho Support

Reliable support for setup, integration, and system troubleshooting.ork.

Zoho Consulting

Personalized advice to optimize Zoho for your business goals.

Zoho Processes

Guidance to set up workflows and improve Zoho efficiency.

Process

Our Step-by-Step Client Engagement Process

The 4-Step Process to Streamline Your Business with Zoho
1

Discovery

Begin with an exploration of your business, processes (or lack of processes), goals, pain points, and inefficiencies. Our goal is to guide you in optimizing workflows and uncovering the best strategies to enhance your operations with Zoho.

2

Design

Receive a Zoho operational blueprint and implementation plan tailored to your company, aligning your end-to-end processes. We’ll document your Standard Operating Procedures (SOPs) and install our “Autopilot SOP System,” enabling team training.

3

Implementation

Acquire a detailed project estimate, focusing on high-impact solutions organized into an implementation plan. We’ll deliver a project timeline and manage the deployment of deliverables for added convenience.

4

Support

Maximize Zoho success with our expert support. We offer ongoing assistance, training, and optimization to help you achieve your business goals. From technical issues to best practices, we provide timely and reliable support.

problems

What Problems are we Solving?

Challenges Faced by Businesses
Zoho Implementation Solutions
Benefits for Your Business
"I’m overwhelmed by how much customization and configuration Zoho offers—where do I even start?"
We provide expert guidance to simplify the customization process and prioritize key features.
Clear direction and a more manageable implementation process.
"I feel like we’re not fully utilizing Zoho’s features, and it’s frustrating knowing other companies get more out of it."
We assess your current usage and tailor a plan to optimize Zoho’s full potential for your business.
Improved efficiency and productivity by unlocking Zoho's full capabilities.
"Our team isn’t using Zoho to its full potential, and it’s affecting our efficiency and productivity."
We offer training and ongoing support to ensure your team is proficient and confident with Zoho.
Increased adoption and better performance across your team.
"I don’t have the time or resources to manage the implementation and integration of Zoho across our systems."
We handle the full implementation and integration process, so you can focus on your business.
Reduced stress and time saved, with a seamless integration into existing systems.
"We’ve outgrown our current setup, but upgrading and scaling with Zoho seems complicated and risky."
We help you assess your needs and design a scalable solution that evolves with your business.
Future-proof system that grows with your business, reducing future risks.
zoho implemention -  illustraion of rocket taking off
Zoho Implementation
Effortless Zoho Setup for Your Business

Our consulting services are designed to empower your business. We focus on strategy development, process optimization, and performance measurement to drive success.

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Zoho Development
Tailored Zoho Solutions to Scale Your Business

We provide end-to-end customizations, advanced configurations, and ongoing improvements to ensure your Zoho systems evolve with your business and deliver long-term value.

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zoho training - illustration of a book
Zoho Training
Empower Your Team with Hands-On Training

Through detailed, practical training sessions, we ensure your team is fully equipped to harness the full range of Zoho features and drive operational excellence across your organization.

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Zoho Support
Reliable Support for Your Zoho Systems

Whether it’s troubleshooting technical issues, maintaining integrations, or optimizing system performance, our expert support keeps your Zoho tools running efficiently at all times.

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Zoho Consulting
Expert Guidance to Optimize Zoho for Success

Our consulting services offer in-depth assessments and actionable strategies to align Zoho tools with your long-term business objectives, ensuring peak performance and growth.

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Zoho Processes
Streamlined Workflows for Enhanced Efficiency

We design and implement optimized workflows that eliminate inefficiencies, improve collaboration, and maximize the operational value of your Zoho systems.

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Drew you are the best instructor for this type of content, thank you! love your tone and vibe its perfect.

Pierre

Excellent training. You were extremely clear, well paced/spoken yet comprehensive in explaining use cases and strategic direction... Much thanks!

Scott

Thank you so much, you don't know how much this training has increased my confident with using Zoho. Thanks

Uggo

I am very impressed on how well you're able to teach Zoho...

Paul

Our team at Biz2X enjoyed working with Drew as our Zoho consultant. He has extensive experience in Zoho and truly understands what’s needed to align sales and marketing. He is organized and delivers assets in a timely manner. In addition, his suggestions for implementing plans and tactics based on our goals were fantastic.

Ruchi P.
B2B Marketing and Partnerships Leader

Our team worked directly with Drew to transfer our existing Zoho CRM to Zoho One saving us thousands of dollars annually. He was a true thought partner in helping our team identify ways to use Zoho modules to integrate with Zoho CRM to add efficiency and better data management to several key processes.

Amy
Senior Director Strategic Projects at Truckstop

Drew is not only one of the hardest working people I’ve met. He’s also incredibly intuitive. He has the ability to analyze a complex situation and effectively execute on a plan of action. As a result, he has increased client revenue by 113% year over year.

Cameron
VP of Marketing at Fierce

I had the pleasure of working closely with Drew from Brockbank Consulting on multiple projects. Drew consistently impressed me with his exceptional skills in project management, technical system implementation, and report creation. I recommend Drew for any role involving implementing technical systems and advanced reporting.

Greg
Marketo Engage Champion 2020 | Former Director of Revenue Platforms at Entrata

Drew has been an amazing and necessary asset to my new Company. He has been able to take my existing business processes and implement those into a custom CRM based on Zoho CRM that works the way we work, while minimizing the friction that me and my sales team face on a daily basis.

Michael
Senior Broker

Thanks to Brockbank Consulting, our Zoho CRM is now fully integrated with our customer journey. Before working with Drew, our process was not clearly defined or integrated into our existing Zoho CRM instance. Drew helped us define our process, from website browser to home sold, and map it out in Zoho.

Aimee
Founder/CEO at Elpis Real Estate Boutique

Drew is very systematic and thoughtful about how executes projects and makes it easy for others to pick up and implement next steps. Drew is very personable, easy to get to know and work with, and fit in great with our team. I loved that Drew had this great balance of being both teachable and eager to learn yet confident in what he did know.

David
Sr. Director Marketing Operations at Xactware®

After exploring multiple Zoho partners, Brockbank Consulting was an obvious choice. The ability to highly customize and get specific with internal processes and then reflect those inside of Zoho One is a powerful toolset for our employees and not to be taken lightly. Thank you, Drew!

Jared
IT Professional

Our team at gNext really enjoyed working with Drew as our Zoho consultant for Sales and Marketing. Not only does he have extensive experience in Zoho, but he really gets what’s needed to align sales and marketing and move the needle by tying tracking to marketing and sales activities.

Jamie
Marketing Demand Generation Lead at gNext Labs

They have a gift for clearly explaining how Zoho should work. If you’re serious about getting the most out of Zoho, partnering with Brockbank Consulting is a no-brainer.

Bryant
CTO & Operations
Your Zoho Success Starts Here

Take Your Business to the Next Level with Zoho

Get expert guidance and tailored Zoho solutions to streamline your operations, enhance efficiency, boost productivity, and drive sustainable growth today.