Zoho CRM Certified Consultant

About Power of 3 Consulting, Inc.

Po3 helps our clients leverage technology to increase revenue and reduce expenses. In our 15+ years as technology consultants we've learned one thing - you need to make the tools work for your business process, not the other way around. We can help you develop a strategy to migrate your business applications to the cloud, including selecting the best of breed cloud providers. We can identify opportunities for integration between your most critical business tools and then design and build those integrations so that you're team can focus on what they do best rather than navigating clunky workarounds between software programs and platforms. We can also help you design, scope and build custom applications for your business and your customers, including developing and deploying mobile apps. Using the Zoho Creator platform and tools, which we like to call the "make magic happen" platform. We can also assist with evaluating and deploying a robust and useful CRM tool for your team. Our sweet spot is sales enablement, so our we can assist with tightening up your marketing and sales strategies. We also offer sales coaching, training and our founder, Stacy Roach, is an entertaining and accomplished keynote speaker on Sales & Marketing topics.

Third-party Integrations

  • G Suite (Google Apps for Work)
  • Microsoft Office
  • PandaDoc (Sales Enablement & ESignature)
  • Quickbooks
  • Zoho Books
  • Zoho Expense
  • Zoho Campaigns
  • Zoho Sales IQ
  • Zoho Social
  • Zoho Support
  • Zoho SalesInbox
  • Zoho Mail
  • Zoho Docs
  • Zoho Project
  • Zoho Connect
  • Zoho Chat
  • Zoho Creator

Customer Testimonials

"We recently worked with Stacy at Po3 to convert an old ACT! contact management system into Zoho CRM and then customize the software for our firm's sales process and business model. Stacy at Po3 and she led us through a process of defining our requirements and mapping out the project, including migrating the old data from Act! to Zoho CRM. She then delivered end user training that showed us how to best leverage the capabilities of our new CRM tool. Stacy as a real CRM expert who is also a pleasure to work with and I highly recommend her consulting services." - Carrie Breedlove, Operations Manager

"I initially reached out to Stacy Roach at Power of 3 Consulting, Inc. over ten years ago for assistance with a much older version of Act! Since then, Stacy has helped my small manufacturing firm upgrade to a newer version of Act!, including customizing the CRM software to more closely map to our sales process and business model. She also helped train my staff and sales reps on the most productive and efficient use of a CRM tool. When I wanted to explore a cloud-based CRM solution, I reached out to Stacy and she helped us transition to Zoho CRM, including migrating all of our legacy data and training folks on the new tools. Stacy is smart, knowledgeable & competent and working with her has been, and continues to be, an absolute pleasure. I appreciate her no-nonsense approach and that she keeps our focus on improvements that will have a real ROI for my company." - Kurt L. Herzog, President & CEO, Acutherm

CRM Experience: 16 years
Zoho Partner Since: May 2013

Power of 3 Consulting
 

Email: stacy@po3inc.com
Phone: 925-362-4263

PO Box 273 Concord, CA 94518