Zoho CRM Audit & Review

Zoho CRM Audit & Review

The UK’s No. 1 Zoho CRM experts for reviewing your system.

Ascent Business are offering a personal review of your Zoho CRM system with recommendations for improvement. We are offering this service for £199 + VAT with no further commitments.

What is involved with a Zoho CRM review?

A Zoho CRM review involves an evaluation of the effectiveness of your Zoho CRM for your particular business. The review process is led by you: it is dynamic and tailored to the specific issues that you are facing. These could be about a specific part of your system not working, or just curiosity about what else Zoho can do to help drive your business forward.

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How it works

Ascent run a remote session with you over a video call to review your CRM.

We discuss what you are trying to achieve with your CRM system and whether it is meeting your needs.

A simple report with a list of recommendations about your system is sent to you.

No further commitment is expected, it may be that you can take the recommendations away and fix Zoho CRM yourself.

Ascent can help fix anything on your Zoho CRM at affordable prices.

There are always opportunities to leverage one of the 70+ Zoho applications to improve your current system, so our experts will be able to find something to improve.

The review may include several steps, such as:

Identify Business Needs

The first step in a Zoho CRM review is to understand the unique needs and requirements of the business. This involves identifying the pain points, challenges, and opportunities related to the sales and customer relationship management processes.

Evaluating the Features and Functionality

Once the business needs are identified, the next step is to evaluate how Zoho CRM can address those needs. This involves assessing the features and functionality of Zoho CRM, such as lead management, sales forecasting, customer segmentation, reporting, dashboarding, integration, automation, and business process.

Assessing the Usability

The review of Zoho CRM may also include an assessment of the usability of the system. This involves evaluating how easy it is to navigate the system, how intuitive the interface is, and whether the system is user friendly for the particular way the business wants to function.

Analysing the Data Management Capabilities

Zoho CRM allows businesses to store millions of records related to sales and customer interactions. This can revolve around particular business processes like the sales process, the sales order process, or custom processes specific to the business.

Reviewing the Integration Options

Zoho CRM integrates with other Zoho applications as well as third party applications. A review of the system may include an assessment of the current integrations and the further integration options available, to determine what the business actually requires.

Identify areas for improvement

Based on the evaluation of the features, usability, data management, and integration capabilities of Zoho CRM, the review will identify areas where the system can be improved to better meet the business needs.

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Client Success Stories

“The team at Ascent helped us to effectively configure and launch Zoho CRM to our 170 users globally. We really appreciate all the support, will continue using them and would not hesitate to recommend Ascent Business to other businesses.”

Ady Coombes

Global Account Director, Grass Roots

“Ascent business took away all the pain of specifying and building a database and now we have a product that works the way we want it to work, and taught us how to maintain it in the process. We could not have achieved this without the experience and knowledge of the Ascent team.”

Lucy Jeffery

Marketing Manager, AET

“Ascent Business played a fabulous role in helping us set up and progress with Zoho CRM. We plan to purchase another service pack and continue to work together to maximise the results that Zoho can provide. I would recommend Ascent Business to everyone.”

Paul Cochrane

Director - VTEC Solutions Ltd

“It is early days but the adoption of Zoho with the support of Ascent could potentially transform our business process and ultimately help us win more sales.”

Lucy Jeffery

Marketing Manager - AET

“We used Ascent to help us make the leap to Zoho CRM from our old provider and we found them to be extremely helpful and knowledgeable, not just actioning our requests but offering better ways of doing it.”

Elliott Herrod-Taylor

CEO & Founder - The Bunch Ltd

“I commissioned Ascent to implement an integrated Zoho CRM solution for my rather complex training organisation. They were patient in listening to my demanding and lengthy requirements. My new customised CRM from Ascent gave me the confidence to understand, cleanse and use my data effectively and manage my Business more efficiently.”

Becki Coombe

Managing Director - The Learn2Group

“Insequa have worked with Ascent for a number of years. The team are highly reactive to our needs and our dedicated Technical Manager has been very helpful in building bespoke elements inside Zoho that allow us to communicate seamlessly with other software programs.”

Peter Hamilton

Director - Insequa Ltd