Budget Solution

Suitable for small and medium businesses with a modest budget and straightforward requirement

With the Zoho CRM Budget Solution Project you get a Zoho CRM Consultant for five days to help you design and build a Zoho CRM for your business using the Zoho CRM Professional Edition.

The first day of your Budget Solution project is a Workshop:


Information Gathering with your Key Staff

Your CRM Consultant will want to meet with you and your key members of Staff and take notes on the business requirements for the CRM. This process can take up to one day of your project. If it takes less than the full day, the time can be used to build extra functionality on your CRM Build days.

The second day of your Budget Solution Project is designing your CRM:


Your CRM Consultant will create a design 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.

The third and fourth days of your Budget Solution Project are your Build Days:


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.


Service Modules may be created to manage your business processes

Manage your key servicing and processes using your 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 after all!


Up to 3 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.


Google Apps or other Email integration will be added to your CRM System

Whatever your email platform we can integrate either Google Apps or your own email system into 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.


Set up of key Workflow 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. 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.


Standard Email campaigns are integrated into your system to get you talking to your customers efficiently

Communicating with your customers to ensure they always buy from you and don’t go anywhere else. Always be seen as the experts your customers come to first.

The fifth day of your Budget Solution Project is broken up into two training sessions:


Training for your CRM Users

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.


Basic Administrator Training

The training package for your CRM Administrator, will again, be tailored to your requirements but will provide the basics to keep you running independently. Ascent Business has a full day training course for CRM Administrators if you wish to take your knowledge to the next level later.

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.