Included service
Data migration, with no history lost.
We move your existing data from your current system into Ozilo, so your team carries on from where it left off.
- Included: with your free 2-month trial.
- Your real data: your actual structure, territories and team, not a sandbox.
- Checked together: employees, teams, territories, bricks, towns and your customer list are completed and checked with you.
Getting started
A guided rollout, at your pace
Discovery
We walk through your field-force structure, reporting ladder, territories, approval rules and sales process.
Workspace setup
Your workspace is created, and your field ladder, designations, customer setup, products, event types, expense heads and roles are configured, plus leave policy, holidays, shifts and payroll settings if you use the HR System.
Data migration
We move your existing data into Ozilo, with no history lost.
People and territories
Employees and their records, teams, territories, bricks, towns and customers are checked, and rep phones are approved.
Training and pilot
Admins, managers and reps are trained on their part of the workflow, starting with a pilot team if you prefer.
Go-live and review
Roll out to the wider field force, review the dashboard and reports together, and fine-tune as you grow.
Timelines are agreed together during discovery, based on the size of your field force and your structure.
Bring your data. Keep your history.
Data migration is included with your free 2-month trial.