Delta Data Services LLC
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Go To Zoho CRM Page






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DDS Technology Company App - ​Sample Implementation for a Technology Company

  • DDS Technology Company App is a Zoho based platform with more than 50 applications that enable businesses of all sizes to increase their sales, promote their products and services, and manage back-end processes. 
  • The DDS Technology Company App improves upon existing technology as it is innovative, and has upgraded workflows, automations, customizations, templates, users, roles, and permissions. 
  • The software also supports communication between teammates and customers for to facilitate smooth workflows.

Zoho One Admin Panel   

  • You will get an admin panel with your Zoho One Subscription.
  • You are able to include the apps you want to use.
  • You are able to share these apps with the respective employees and give them their access permissions.   
  • You are able to set administrators for the Zoho One admin panel as well.   


  • Zoho CRM is the hub for all other spokes in the wheel of your business software. 
  • As the hub, in CRM, you can see on the Contact record related list of estimates and invoices for a customer. These are synced over from Zoho Books and Zoho Subscriptions.
  • One of the best gifts that CRM gives to your sales people is the LinkedIn Sales Navigator integration, which allows them to connect to the Leads and Contacts Linkedin profile.
  • Keep tracks of Leads - Contacts - Households and Deals.
  • Automation workflow for Estimates and Invoices.

Basic Finance

Zoho Books
  • This is the main app allowing you to manage your corporate invoices, expenses, and reconcile accounts. 
  • Customers created in CRM are synced to Books.
  • Customers created through the subscription sign-up on the website are synced to Books and CRM.

Zoho Subscriptions
  • This app allows you to create subscription plans for your products (Including free trial and coupon codes).
  • The plans can be embedded to the website which allow customers to easily subscribe, and setup their payment during the checkout.which can be embedded to your websites.
  • Any invoicing done in subscriptions is immediately updated in Books and CRM.


  • Zoho Social offer the easiest method to manage your brands on social media from one location with flexible scheduling that saves you time.
  • Zoho Social is connected to many social media platforms including Facebook, Instagram, Twitter, Linkedin, and Google.   
  • You can optimize to show Zoho Social in your CRM in order to easily access the app and for integration with your Contacts and Leads activities   


  • Zoho Campaigns is an email marketing software where you can create, send, and track email campaigns that help you build a strong customer base.   
  • Contacts list is synced from Zoho CRM.
  • Many tools and features allow you to create your own Marketing Email Templateseither from scratch or using pre-design templates.   
  • The recipients will receive the email marketing and it will be noted in the CRM related list that this contact received a given email campaign.   


  • Zoho Sign is a digital signature app designed for businesses to accomplish the signing process in the cloud.   
  • Design your own template using auto populated fields.   
  • Automated signing process between contacts and contacts' owners.
  • Automation workflows to send reminder for renewal contracts.

Projects and Sprints

Zoho Projects

  • An online project management software to create and manage projects efficiently.

  • Gantt Chart for details of the project and who is assigned to what tasks.      

  • An option to create and link the same projects ti Zoho Sprint.    

Zoho Sprints

  • An online Agile project management software.   

  • Manage the project using agile methodology of short development spurts.    


  • Zoho Desk is the industry's first context-aware help desk software that helps businesses focus on the customer.  
  • Tickets tab stores all of the tickets submitted by the clients. 
  • KB (Knowledge base) is the place where we create FAQ (Frequently Asked Questions) to help our clients get their inquiries answered immediately. It's also a place for a library of help desk resolutions.
  • You are able to create a webform for technical support, and the form can be embedded on the website for the clients to submit their tickets.
  • Setup an email address to receive support tickets directly into your Zoho Desk application.
  • Setup live chat to support your clients directly through your website.
  • You can also provide telephony connectivity to Zoho Desk for technical support calls.


Have a requirement to connect 3rd party apps to your DDS Financial App? We can assist with that. Look at our pricing below to get started with your API development.


Are you currently changing your CRM or other application from another vendor to Zoho ONE? We will assist you to accurately migrate your data with the highest level of quality. Ever heard of 'garbage in', 'garbage out'? See the section on Data Scrubbing and Quality Assurance  to see how we make sure your data is clean 'going in'.


We take your data and clean it to make sure all the content is standardized. We do this with advanced models in order to complete large amounts of data in the fastest amount of time.

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