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What is the purpose of an audit for Zoho CRM, and what problems does it solve?

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.

After the audit, the system becomes better adapted to the company’s needs, which helps increase conversion rates and make informed decisions.

What is a Zoho audit and what aspects does it include?

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?

1

Data Audit: Evaluation of the quality of data collected and processed by the CRM system. Identifying gaps or redundancies in the data.

2

Usage Audit: Helps identify how actively and correctly staff interacts with the system, as well as determine the need for additional training and support.

3

Conducting an audit of the Zoho CRM system is not just an opportunity to identify and address current issues, but also an investment in the company’s future, ensuring effective customer interactions and compliance with all regulatory standards.

How can we help businesses and conduct an audit of Zoho CRM?

We provide a comprehensive audit of Zoho CRM, identifying all problematic areas that prevent your company from operating at full capacity.

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.

Thanks to our audit, you’ll unlock the full potential of your CRM and receive recommendations for optimizing your system usage.

Which clients trust us

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Our Success Stories

Automation

Automated sales funnel for advertising agency

<p>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.</p>

Automation

Automatic mailing of birthday greetings via Bitrix24

<p>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.</p>

Automation

Automation of financial accounting in a hotel

<p>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.</p>

Automation

Automation of HR department work with Bitrix24

<p>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.</p>

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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!

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