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zoho crm wellness Audit

Do you want to know whether your data is accurate or complete in all respects?<br>Do you want to close gaps if exists in your database?<br>Do you want to streamline and optimize your existing CRM procedures?<br>Do you want to get rid of inefficiencies that might be resulting in needless wastage of time and resources?<br>Whether your Zoho CRM system is making the best use of its potential?<br>Do you want to proactively evaluate your CRMu2019s performance to ensure its delivering optimal results?<br>Whether your team leaders and managers get the most out of the CRM platform?

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zoho crm wellness Audit

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  1. 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. View Package Details 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?

  2. 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. Contact Us Now 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.

  3. 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. Schedule your Appointment 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

  4. 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) We access your system and provide the following services on monthly 2 hours of monthly support and training

  5. 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 CRM WELLNESS CHECKUP $40 Monthly 2 Hours/Years 12 Month Commitment

  6. Build Yearly Purchase Yearly CRM WELLNESS CHECKUP $400 Yearly 24 Hours/Years 12 Month Commitment Build Yearly Purchase 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 Looking for Zoho Partner help? You've come to the right place! CONTACT US Share your requirments

  7. or TALK TO US Schedule a call

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