Is Your Zoho CRM a Mess? Let's Fix It.
Finally get the full power of Zoho, starting with your data.
Are You Experiencing These Problems?
- Do you feel like your sales reports are inaccurate or untrustworthy?
- Does your team avoid using the CRM because it's cluttered and confusing?
- Are you missing follow-up opportunities because of messy contact data?
- Is it impossible to get a clear picture of your sales pipeline?
- Do you suspect you have thousands of duplicate records skewing your data?
Clarity and Confidence in Your CRM Data
I've created two clear, fixed-price services to give you a complete picture of your CRM's health and a roadmap to fix it.
CRM Data Health Scorecard
$499
Deliverables:
- A comprehensive PDF report grading your data quality.
- Identification of duplicate records.
- Analysis of unused fields and modules.
- Review of your current data backup process.
- Actionable recommendations for quick improvements.
Process:
A simple, non-intrusive process where I analyze a backup of your data to generate your scorecard within 3-5 business days.
MOST POPULAR
CRM Data Health & Hygiene Audit
~$1,950+
Deliverables:
- Everything in the Scorecard, PLUS:
- A deep-dive data cleanliness report.
- A strategic plan for data standardization.
- Recommendations for automation to keep data clean.
- A 1-hour strategy session to review the findings and plan.
- Implementation of the initial data cleanup phase.
Process:
A collaborative audit including a discovery call, deep data analysis, and a strategic presentation of the full action plan.
How It Works: Our 3-Phase Process
Discovery & Analysis
We start with a call to understand your business and goals. Then, I securely analyze your Zoho CRM data to identify key problem areas.
Strategy & Recommendations
You'll receive a detailed report (either the Scorecard or full Audit) with clear findings and a prioritized, actionable plan to fix your data.
Implementation & Confidence
We execute the plan. You get a clean, reliable CRM, empowering your team to work efficiently and make data-driven decisions with confidence.