Zoho CRM consulting and implementation.
Aurnex sets up Zoho CRM so every enquiry has an owner, every deal has a next step, and managers can trust the forecast. We start from your sales process, then configure modules, automation and reports to match it.
Zoho CRM| Stage | Value | From previous stage |
|---|---|---|
| Leads | 420 | — |
| Qualified | 186 | 44% |
| Proposal | 74 | 40% |
| Won | 20 | 27% |
20 of 74 proposals were won (27%); clearing 14 overdue follow-ups is the quickest lever on this quarter's forecast.
Four things we agree before configuring Zoho CRM.
Agreeing these with your team first means Zoho CRM is set up around your process, not the other way round.
Lead qualification, opportunity management and customer follow-up
Leads, contacts, accounts, deals, activities and forecasts
Sales representatives, managers and CRM administrators
Enquiry sources, marketing, support, finance and management reporting
- 01DiscoverProcess, users and reports
- 02DocumentRequirements and agreed scope
- 03ConfigureSet-up, migration and testing
- 04AdoptTraining, handover and support
Review current Zoho CRM features with Zoho.
Editions, regional availability and product features can change. Use Zoho's current product page to confirm what is available, then relate it to the documented requirement.
Product information based on official Zoho documentation.Zoho applications often planned with Zoho CRM.
Most businesses use Zoho CRM as part of a wider process. Integration options depend on the applications, editions and region, so Aurnex confirms them during discovery.
Zoho CRM questions for planning the right fit.
Can Zoho CRM forecast revenue for our sales team?+
Yes. Zoho CRM includes forecasting alongside its reporting and BI features. Aurnex defines forecast categories, territories and targets before switching it on so the numbers reflect your real pipeline.
How does Zia help in Zoho CRM?+
Zia is Zoho's AI layer. In CRM it supports tasks such as predictions, suggestions and agent-based assistance. Aurnex reviews which Zia features are available in your edition and where they add value.
What should we prepare before a Zoho CRM implementation?+
List your enquiry sources, the stages a deal moves through, who owns each stage and the reports managers review each week. Export a sample of current leads, contacts and deals so Aurnex can check data quality and duplicates before designing modules and fields.
Can Aurnex move our existing customer data into Zoho CRM?+
Yes. Aurnex maps spreadsheets or the previous CRM to Zoho CRM modules, cleans duplicates with your team, runs a test import and validates record counts and ownership before the final migration.
How does a Zoho CRM project with Aurnex start?+
Book a free 30-minute Zoho consultation. Online meeting. Aurnex reviews your current process and the other Zoho applications you use or are considering, then recommends an approach, the applications that fit and an appropriate delivery model before any configuration begins.