Make the current process visible before changing it.
Aurnex maps stage definitions, activity standards, approvals and alerts and forecast and pipeline reporting so responsibilities and handoffs are clear before the Zoho configuration is agreed.
Topics to define
Put the workflow before the configuration.
Stage definitions
Activity standards
Approvals and alerts
Forecast and pipeline reporting
Frequently asked questions
Sales pipeline automation with Zoho: common questions.
Which Zoho applications are required?+
That depends on the departments, records, handoffs and reporting involved. Aurnex recommends the application mix after understanding the workflow.
Can the workflow connect several departments?+
Yes. Aurnex can document one process across several departments, including ownership and the information passed between teams.
Can an existing process be improved?+
Yes. Aurnex can review the current process and system, agree the improvement priorities and define the required configuration or integration work.