Bespoke Service

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.

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.

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.

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

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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.