About Us


Zoho CRM ConsultantHolistic Business Solutions is a CRM consulting firm that specializes in small organizations looking to better manage their business processes in order to increase efficiencies and profits. Our clients trend toward businesses experiencing growth, usually between 10 – 50 employees, value technology as an asset, are results oriented and embrace change for the betterment of the organization. We are an official ZOHO Alliance Partner and a Google G-Suite Partner.

 

OUR MISSION

To advise, customize and implement integrated business systems for small organizations, enabling them to immediately access information and focus more on their business and clients from anywhere on any device.

 

OUR VISION

We are the premier resource to facilitate organizational strategies and processes that improve engagement and increase revenue.

Sheri Kurdakul, President

Sheri Kurdakul, President

 

OUR WHY

“We see small businesses and nonprofits struggle in the same areas as large companies. The difference is that larger organizations have more access to funding and staff resources. Access to data is crucial to both, but often the smaller organizations just don’t have the bandwidth to bring that access to fruition. We want to change that. 

Localized organizations and businesses have such a positive impact on their communities and we want them to be able to focus more on their strategy and mission than the mundane but crucial data. We provide affordable solutions so they can do just that.” 

 

OUR TEAM

  • Sheri K.: President
  • Harshad M.: Account Management
  • Amit D.: Project Manager
  • Aashish S.: Tech Lead
  • Yogesh P.: Developer
  • BJ K.: Training
  • Jennifer K.: Accounting


OUR PARTNERS

TRAINING

Premier Training

Offering software and process training to small businesses, we learn what unique elements set your business apart from the competition and incorporate those elements into a learning event to bring perspective to the experience. This enables participants to better visualize and associate what is being taught to real work activities, making learning personal. After all, if business is personal, why shouldn’t your learning be?

 

DIGITAL MARKETING & WEBSITES

Asenka InteractiveOffering full service digital marketing, including custom website development and digital marketing, they support our clients business marketing needs. This ensures that, not only are you developing and executing the most effective marketing campaigns, but you are able to measure their return on your investment (ROI).

 

 


OUR CLIENTS

Here is a sample of some of our clients.

 

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Proud Member

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