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.

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How It Works

• Ascent business 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 Business 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.

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“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
“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 Jeffrey
Marketing Manager – AET
“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 Ltd

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 forwards.

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.

We are the right choice for your business

Zoho and our Customers trust us to deliver the right solution at an affordable price. That is exactly what we do.

No.1 in the UK

We are the leading Zoho premium solutions partner in the UK.

Affordable

From simple to complex needs, we have service levels to suit every pocket.

Zoho Experts

We have extensive experience across the Zoho product suite.

Want to find out more?

Talk to Our Experts