Zoho CRM Health Check / Audit
Our Monthly Wellness Check & Audit Package will keep you informed about your organization’s CRM robustness, optimization, back up & running seamlessly.
Why Zoho CRM Wellness Checkup /Audit?
- Do you want to know whether your data is accurate or complete in all respects?
- Do you want to close gaps if exists in your database?
- Do you want to streamline and optimize your existing CRM procedures?
- Do you want to get rid of inefficiencies that might be resulting in needless wastage of time and resources?
- Whether your Zoho CRM system is making the best use of its potential?
- Do you want to proactively evaluate your CRM’s performance to ensure its delivering optimal results?
- Whether your team leaders and managers get the most out of the CRM platform?
- Does your Zoho CRM align with evolving business goals and customer needs?
If you want to know the status of your CRM system on any of the above concern; a complete Wellness Check / Audit of your CRM System is required.
What is Zoho CRM Account Wellness Checkup?
A technical team effort of our Solution Experts who will assess your workplace readiness, detect potential issues, and plan a way of action to ensure your organization is set up for continued success.
What can you expect from our Zoho CRM Health Checkup Service?
We’ll go over the nuts and bolts of your account and how it can be better used to get your company and your team where it wants to go. This includes Data duplication check / backup, Data quality check, existing Processes & Procedures and User Review.
Benefits
Optimizing CRM System Usage
Aids managers and supervisors in making the most of the CRM system
Enhancing Sales Communication
Helps sales representatives and managers communicate more effectively by streamlining administrative tasks
Emphasizing Internal Business Procedures over Individuals
Focuses on internal business procedures instead of individuals
Boosting Output through Streamlined Procedures
Increases output by reducing procedures and centralizing information for employees
Unleashing Latent CRM Potential
Makes it easier for management to explore latent CRM potential
Efficiency Gains
Decreases the time spent on data entry and repetitive chores
- Verify security settings (Roles, Profiles, Permissions etc.);
- Review modules (leads, contacts, companies and 2 additional modules of your choice);
- Check relationships between modules is correct;
- Perform a code review of custom functions;
- Check if CRM does not contain redundant features;
- Check if workflow settings work smoothly;
- Data Review & Integrity Check (this includes record de-duplication and record completeness)
- Check usage of existing licenses to know if you are making optimal use of all possible functions.
- Recommend if the current version of the system is fine, or needs to be replaced with other required bundle or need additional adds-on?
- To identify if there are so-called “empty licenses”? The ones that you pay but nothing use?
- Checking of Lead Generation procedures if leads are coming in CRM through different sources i.e., Web forms, Social Media, Chatbot, Emails and other sources.
- Usability & Function (Review of process and procedures, Lead Conversion Status, Deal Pipeline Completeness/Timeliness, and Overview Tasks)
- Recommendations about 3rd party integration if required as per Industry requirements
We access your system and provide the following services on monthly
2 hours of monthly support and training
Fortnightly CRM Back-Up Storage & Download
Check data integrity, de-duplicate, and ensure record completeness.
Conducting a security assessment encompassing User Access, Roles & Permissions, Two-Factor Authentication (2FA), and Multi-Factor Authentication (MFA).
Review of process and procedures, Lead Conversion Status, Deal Pipeline Completeness/Timeliness, and Overview Tasks for Usability & Custom Functions.
Our Plans
Choose a plan which is suitable for your business
Support Plans
Unused Hours Roll Over
(Up to 12 Hours)
Same-Day Response
(M-F 10:00 AM to 09:00 PM PST Excluding
Holidays)
Monthly Zoho Product Support:
2 Hours for Monthly
24 Hours/month for Annual
Dedicated Support Email
(Monday to Friday10:00 AM to 09:00 PM PST, Excluding Holidays)
Monthly Wellness Check Included
What you receive each month
Wellness Check Report
Checklist of your current CRM Status
Report of actions taken and recommendations
Data Review & Integrity Check
Check for Duplicate Records Completeness of Records
Bi-Weekly CRM Back-Up Download
Securely store your backup files, and consider implementing a backup strategy to ensure data redundancy and disaster recovery.
Usability & Function
Review of process and procedures Lead Conversion Status Deal Pipeline Completeness/Timeliness Overview Tasks
Security Review
Review of User Access, Roles & Permissions, TFA
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