A Zoho CRM audit is necessary to optimize its performance. By analyzing the system and its usage, you can identify bottlenecks, improve processes, and enhance customer interaction efficiency. It's a key tool not only for the sales department but also for marketers, support teams, and top management. <br><br> After the audit, the system becomes better adapted to the company’s needs, which helps increase conversion rates and make informed decisions.
In the business world, when a CRM (Customer Relationship Management) system starts to lose its functionality, it’s time to conduct an audit. This not only helps avoid the risks associated with replacing the system but also ensures more efficient use of current resources. So, what does this audit process entail?
Audit Objectives: The primary goal of the audit is to assess whether the CRM system’s objectives align with the company’s current needs and business processes. Is the system optimized for real-world tasks?
Data Audit: Evaluation of the quality of data collected and processed by the CRM system. Identifying gaps or redundancies in the data.
Usage Audit: Helps identify how actively and correctly staff interacts with the system, as well as determine the need for additional training and support.
We provide a comprehensive audit of Zoho CRM, identifying all problematic areas that prevent your company from operating at full capacity.<br><br> We analyze the presence of unnecessary modules or integrations and determine their relevance to your business. Our experts fix poorly configured business processes, ensuring accuracy and completeness of data.<br><br> Thanks to our audit, you'll unlock the full potential of your CRM and receive recommendations for optimizing your system usage.
Development of an adapted Bitrix24 mobile application for a Ukrainian dealer network engaged in regional sales.
D4 CRM company is constantly testing Bitrix24 features on itself and uses this CRM for sales and marketing automation. In this case study we will tell you how Bitrix24 helps to work with the contacts of the audience who sign up for our webinars.
Implementation of a system of automatic control of overdue payments for Emea trading wholesale company, using Bitrix24 integration with 1C to improve efficiency of work with client base and increase control over accounts receivable.
We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.
Investment and development company GRAF-DEVELOPMENT, specializing in business-class residential real estate in Odessa and the region, approached us with the task of automating the process of creating sales contracts in Bitrix24. The goal was to speed up the work of managers and minimize the impact of the human factor.
Our client conducts all work with clients in Bitrix24: the system records enquiries from all sales channels, saves contact information about the client into a single database and records the history of communications. Managers can create new bookings directly in Bitrix24, which are displayed in PMS, and vice versa, all requests from PMS turn into deals in Bitrix24. All work with transactions is done in the portal, documents and invoices are automatically generated and sent from Bitrix24.
We were approached by our regular client, the Robocode online programming school. When the company started to actively expand and hire new employees, the HR department became overloaded due to the lack of systematization of the selection process, a large volume of routine tasks and the lack of a common platform for storing information about candidates. The company decided to automate candidate recruitment and internal HR processes with Bitrix24.
Development of an automated system for collecting customer feedback and controlling the quality of services in a construction supermarket operating in the B2B market.
Automation of goods shipment processes for a supplier of children’s goods in the B2B market using Bitrix24 CRM system.
Want to optimize your processes with a Zoho audit? Get into the details with our help.
We offer a comprehensive analysis of your business and optimization recommendations using the Zoho platform.
Don’t waste time — review our collaboration terms or contact our manager to discuss all the details. Together, we’ll make your business more efficient and successful with Zoho!
info@d4crm.com
info@d4crm.com
+ 38 (063) 020 39 35
+ 4 (857) 356 99 65
Bulgaria, Burgas, ap.complex “Perla” 7, fl.7, ap.15
Ukraine, Odessa, 5 Greek Street
