Agree the scope before configuration begins.
Aurnex maps CRM discovery and process mapping, record and pipeline design and automation and access planning and confirms who is responsible at each stage. The agreed requirements become the basis for configuration, UAT, training and handover.
Put the workflow before the configuration.
CRM discovery and process mapping
Record and pipeline design
Automation and access planning
Migration, training and support
Zoho CRM implementation services: common questions.
What does a Zoho CRM implementation include?+
Typically: discovery of your sales process, module and field design, pipeline stages, assignment and follow-up automation, user roles, data migration, reports and dashboards, training and handover. The exact scope is agreed after discovery.
Can you fix a CRM that was set up before?+
Yes. Aurnex can audit an existing Zoho CRM, list what is causing poor adoption or unreliable reports, and agree a clean-up plan before changing anything.
When is the implementation scope confirmed?+
Aurnex confirms the scope after documenting the workflow, applications, records, integrations, users and delivery responsibilities.
Can existing data be included?+
Yes. Aurnex reviews the source system, record types, data quality, relationships, attachments and validation requirements before confirming the migration work.
Does Aurnex provide training and support?+
Yes. Training can cover end users and administrators. Paid support options are available after handover, with coverage agreed for each engagement.