IS YOUR ZOHO CRM LEAKING REVENUE?
For many established UK service firms, Zoho is an underperforming asset. It’s time to stop guessing and get a clear, data-driven diagnosis of your sales process.
You Recognise the Symptoms. We Pinpoint the Cause.
If these challenges sound familiar, you’re not alone. They are the direct result of a misconfigured CRM, not a failing sales team.
Valuable Leads Go Cold
Leads slip through the cracks owing to slow manual assignment and no automated follow-up reminders. Each missed lead is a direct hit to your bottom line.
Inaccurate Sales Forecasts
You can’t trust your pipeline. Vague deal stages and inconsistent data entry make it impossible to predict revenue, hindering strategic business decisions
Sales Team Frustration
Your team avoids the CRM because it creates more work than it saves. They see it as a tool for management, not a tool to help them sell more effectively.
THE SOLUTION
Introducing the Zoho CRM Sales Health Check
Stop the guesswork. Our Zoho CRM Sales Health Check is a fixed-price, high-value diagnostic service designed to give you a complete, unbiased analysis of your sales process within Zoho.
We go beyond the surface to audit the four core modules of your sales engine: Leads, Deals, Companies, and Contacts. We identify the specific misconfigurations, data gaps, and lack of automation that are holding your business back.
- Get Clarity ... Understand the root cause of your sales challenges.
- Get a Plan ... Receive a concrete, prioritised action plan to fix the issues.
- Stop Wasting Money ... Turn your CRM from a cost centre into a revenue-generating asset.
A Simple 3-Step Process
1
Provide Access
You grant us temporary, secure, read-only access to your Zoho CRM instance.
2
We Analyse
We conduct our comprehensive audit using our proprietary checklist, analysing all four core sales modules.
3
Receive Your Report
Within 5 business days, you receive your detailed PDF report with findings and a prioritised action plan.
Get Your Complete Sales Health Check
A modest, one-time investment for complete clarity on the effectiveness of your sales processes.
Get the data you need to make more informed decisions and a clear roadmap for improvement.
Schedule a call with Manish, at a time to suit you, to understand this offer in more detail and to ask any questions, for clarification.
Other Considerations
Once you decide to proceed, we’ll schedule a Kickstart call for a detailed briefing and to to provide us with access to your Zoho CRM system. Timings will then be as follows:
- Day 0 ... Kickstart call.
- Days 1-4 ... Audit and Report Preparation
- Day 5 ... Executive debrief
The assessments and audits cover the following Zoho CRM modules only:
- Leads
- Deals
- Accounts
- Contacts
Other modules, such as Marketing Automation, Campaigns, CPQ, custom modules and 3rd party extensions are out of scope, but can be reviewed separately.
The Client will provide read-only credentials with Multi-Factor Access (MFA), via a secure channel before Day 1. No changes will be made in your CRM during the audit. we recommend that your IT/InfoSec team delete the temporary read-only user accounts once the project is complete.
Unless done so already, a mutual Non-Disclosure Agreement (NDA) must be executed before the Kickstart call. We will email our standard NDA in advance, or review and sign your company’s agreement before the meeting.