Bespoke Service

Suitable for small and medium businesses with suitable budget and more complex requirements

With the Zoho CRM Bespoke Service you get a Zoho CRM Consultant for up to eighteen days to help you design and build a Zoho CRM for your business using the Zoho CRM Enterprise Edition, Zoho CRM Plus or Zoho CRM Premium Edition. This allows for custom code development to enhance your Zoho CRM system to match your requirements.

The first day of your Bespoke Service is a Workshop:

1.Information gathering with your key staff

Your Zoho CRM Consultant will want to meet with you and your key members of staff and take notes of the business requirements for the CRM.

The second to seventh days of your Bespoke Service is the Specification Stage:
2.Your CRM Consultant will create a design for the CRM and document it

Using the information gathered from the Workshop, your Zoho CRM Consultant will create a design for your CRM tailored to your business. Your Zoho CRM Consultant will investigate and document custom development requirements. Custom CRM and integration requirements that are non-standard will be investigated and your Zoho CRM Consultant will add them to your design. The Zoho CRM Consultant will then convert the Zoho CRM design, using the tried and tested Ascent Business Design Specification Template, into a Design Document. The Design Document will allow you and your senior members of staff to review the design and ensure it meets the business requirement.

The eighth day of your Premium Solution Project is for review and sign off of the Design Document
3.The Design document is circulated to you and your senior members of staff for review

It is important that everyone that may be able to add value is involved in the review. This may not always be your senior members of staff. Some of the junior members of your business may have some of the most critical information; which is key to the success of your Zoho CRM implementation.

4.Any changes required are added to the design document

To avoid project overrun, changes are filtered through one person in your business to your Zoho CRM Consultant.

5.The design document is signed off by you

Changes after this point may be subject to change control, which may incur extra costs. So it is important that the design document is signed off by an appropriate person or even several people in your business.

The ninth to fifteenth days of your Bespoke Service are your Build Days:
6.Leads, Accounts, Contacts and Opportunities are customised to your business design

Your Zoho CRM Consultant will build your customisations into the CRM core; empowering your business and tailoring your Zoho CRM to your needs. Custom coding may automate integrations and naming conventions to speed up business processes and maintain business rigour.

7.Service modules may be created to manage your business processes

Manage your key servicing and processes using your Zoho CRM, you already have the Accounts and Contacts together with your recording of your Sales Information, why not have the processing of the business here too, it saves a lot of time not having to re-enter the same data into another system! Custom Integration and Coding can add real value to your Zoho CRM System on your Servicing Modules.

8.Transactional processing modules created and configured to manage the sales and order management.

Build quotes, take orders and fulfil them as well as generating invoices for the customers. Transactional processing can include:

  • Setting up multi-currency
  • Configuring your product catalogue
  • Setting up an example pricebook
  • Configuring the Quotes, Orders and Invoicing modules
9.Custom Coding will be used to build extra functionality

Ascent Business is a qualified Zoho Creator Certified Solution Provider. We have developers in the UK who will work on your custom developments in Zoho CRM’s own development language DELUGE Script. The amount of extra development available in the project is capped by the total number of days in the project. Extra Development Days are available at extra cost. This area can be brought out during a discussion with the Ascent Business Sales Team who can investigate your requirements before the project starts and give you an indication of the cost of your Custom Development if either party suspects it may exceed the bounds of the project. The design phase may also be an area where the Zoho CRM Consultant becomes aware that the scale of the project is larger than originally anticipated. Ascent Business will do everything possible to keep costs to a minimum but customers should be aware that Custom Development could lead to cost overrun. In all cases, Ascent Business will inform you before any overrun.

10.Your Zoho CRM Consultant will define a Security Access Model for your business to provide a robust framework for your team to work in.

Every business has processes that require rigour to ensure excellent customer service and business performance. Your Zoho CRM Design can deliver the security framework your business needs.

11.In order to migrate your existing data into your new Zoho CRM, your CRM Consultant will provide templates to enable you to prepare your existing data for import into your new CRM. Your Zoho CRM Consultant will also perform the import of your data from the prepared data.

This is often a good opportunity to perform a data quality check for your business, importing clean data into the CRM will help your business move forwards faster after migration. Ascent Business perform many data migrations each year, this is often a complex area, if you have a lot of data in an existing system or you are aware that your existing data may have issues please discuss this with the Ascent Business Sales Team before the start of your project. There are many ways to mitigate the cost of data migration, which with our years of experience we can employ. A full data migration from your existing system can be quoted for if required.

12.Set up of 4-6 key Workflows for your business will be added to your CRM System to help automate your business functions.

Automate the reminders that ensure things don’t get forgotten. No more post it notes, get automatic reminders for your sales team, automatic reminders for your ops team and reminders to supervisors to catch things before they become emergencies. How to set up Workflow can be included in the CRM Administrator Training so your own CRM Administrator can add this for you after the Project.

13.Up to 10 custom reports to help manage your business KPIs

Your CRM Consultant will have gathered this information from your Workshop. Your Zoho CRM Consultant will design your reports to help you understand your business performance and track your Key Performance Indicators.

14.Google Apps, Outlook / Office 365 or other email integration will be added to your CRM System

Whatever your email platform, we can integrate your emails with your CRM. Get your customer emails (inbound and outbound) under your customers record on Zoho CRM for all your team to keep up to date on customer communications.

15.There are 32+ Business Apps from Zoho

Zoho Cloud Applications integrate with one another beautifully and offer a single login (with optional two-factor authentication) across the entire suite; Ascent Business can help you with all of these other applications if you need to integrate them into your Zoho CRM design. Included within the scope of this project is the setup of the standard integrations to any Zoho Applications you require. Customisation of the other applications is not always necessary but if it is required, can be priced as an optional extra should you wish. Training courses for the other applications are available also at extra cost.

The final three days of your Bespoke Service is broken up into three training sessions:
16.One Day CRM User Training

A tailored training course will be constructed for you based on your CRM design to give your team the best start on how to use CRM and drive your business forwards.

17.One Day Administrator Training

Your Zoho CRM Consultant will design a training package for your CRM Administrator specifically to meet the needs of your business going forward.

18.One Day Zoho Apps Training Course

Optional training course on one of the other Zoho Applications in the Zoho Suite, Ascent Business have a range of training courses available. Projects in the Bespoke Service often require these other applications with their integrations. Customers can select the training they require. Training is customised to meet the needs of the particular project.

Remember Ascent Business will always be on hand for your more complex requirements.

Ascent Business customise all projects to meet the needs of the individual customer; the actual content of the project may vary.