CRM Managed Services
CRM Managed Services
Most businesses don’t have an internal CRM administrator, developer or support team.
Systems get out of date, issues pile up, and teams struggle to use the CRM. Eventually, small problems snowball into bigger ones. And without proactive maintenance, even a well‑built CRM begins to decay.
Ascent’s CRM Managed Services solves that for your business.
We become your dedicated CRM team – supporting, maintaining, optimising and improving your system every month, with clear SLAs, proactive checks and a dedicated consultant who knows your business.
This is the service for organisations whose CRM is fine, but needs ongoing care, data governance and improvements to stay healthy.
What CRM Managed Services Includes
CRM Managed Services covers three core areas:
1. Implementation & Setup
For new features, new applications or new functions that aren’t yet part of your live process.
This includes:
- Best‑practice application setup
- Configuration and customisation
- API and webhook integrations
- Data preparation and migration
- Dashboards and reports
- Email and document templates
- AI configuration
- End‑user and admin training
These items are delivered based on estimated timescales, not SLAs, because they depend on your requirements.
Our consultants combine technical expertise with real operational experience – ensuring your CRM becomes a commercial engine, not an admin burden.
2. System Administration
For everything already part of your live business process.
This includes:
- User setup and deactivation
- Security model design and updates
- Regular data backups
- Weekly application update checks
- Impact analysis and configuration changes
- Performance and failure checks
- Proactive maintenance
- Scheduled reviews
These tasks are delivered on fixed frequencies – daily, weekly, monthly or quarterly – depending on your contract.
3. System Support
For issues, bugs, questions and requests related to your live CRM.
This includes:
- UK support desk
- Issue logging and tracking portal
- SLA‑based response and resolution
- Escalation to priority Zoho support
- Advocacy for new features
- Troubleshooting integrations
- Resolving workflow or automation failures
Support is delivered using clear SLAs based on priority and business impact.
Why CRM Managed Services Matters
Without ongoing management, CRMs become slow, inconsistent and vulnerable to errors.
CRM Managed Services prevents that from happening.
You gain:
A dedicated consultant.
A dedicated project manager.
Proactive maintenance.
Reliable support.
Structured governance.
Clear documentation.
A CRM that stays healthy, stable and aligned with your business.
It also removes single points of failure, and ensures your CRM can be supported even if key staff leave.
Who CRM Managed Services Is For
This service is ideal for businesses who:
Don’t have an internal CRM admin.
Want predictable support and SLAs.
Need ongoing improvements, not a full rebuild.
Need proactive maintenance, not reactive firefighting.
Rely on their CRM daily and can’t afford downtime.
Want a partner who manages the system end‑to‑end.
If your CRM is “mostly fine” but needs ongoing care – Managed Services is the right fit for your business.
Ready to Have Your CRM Fully Managed?
If you need a CRM that stays healthy, updated and supported, book a free call with our experts today.
Book a discovery call with our CRM experts today
Email us: info@ascentbusiness.co.uk
Call us: +44 (0) 121 392 8140