With this package, you get a Zoho CRM Consultant for two days to help you design and build your Zoho CRM then train you how to get the most out of your new Zoho CRM. Zoho CRM performs the sales tracking function very well and offers functionality, which competes with much more expensive CRM Systems. Zoho CRM is very versatile and can form a major part of managing the service element of your business. You may want to take your Zoho CRM design further over time; this project is a start point to get you going in the right direction. Zoho CRM has powerful security framework, so users cannot tamper with your design, however for your administrator, the facilities are there to enhance the design to meet further requirements and constantly evolve with your business.
The first day of your Hands on Help Project is broken up into two stages:
| 1. | Information Gathering with your Key Staff The Information Gathering phase will take a few hours, it is important to be prepared and have as much information about your daily business processes to hand as possible. |
| 2. | Building your CRM where your Zoho CRM Leads, Accounts, Contacts and Opportunities are customised to your business design The Build Phase will be in the hands of your CRM Consultant; this may be on site on the same day as the Information Gathering stage or it may be a day or so later depending on the requirements of the project. Your Zoho CRM Consultant will build your customisations into the CRM core empowering your business and tailoring your Zoho CRM to your needs. |
| The second day is broken up into two training sessions: | |
| 3. | 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. |
| 4. | 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.