Zenatta Monthly CRM Health Check
& Support Package
With our Monthly Health Check and Support Package, you will always be certain that your organization’s CRM is optimized, backed-up, and running smoothly.
Each month we log into your CRM
and provide the following services:
Security Review
A full Review of User Access,
Roles & Permissions, TFA
2 hours
of monthly support
from our team.
Bi-Weekly CRM Back-Up
Download & Storage
of your data
Usability & Function
Process – procedures review, Lead Conversion Status,
Deal Pipeline Completeness/Timeliness,
Overview Tasks
Data Review & Integrity Check
this includes record de-duplication
and record completeness
Pricing
-
Monthly Zoho Product Support:
- 2 Hours for Monthly
- 24 Hours/year for Annual -
Unused Hours roll Over
- Up to 12 Hours -
Same-Day Response
- M-F 9 AM-8 PM ET
- Excluding Holidays
-
Dedicated Support Email
- for faster support -
Dedicated Support Portal
- Support Request Page
- Meeting Request Page
- Documentation Folder
- Custom Video Training Folder
*This is for Support Only. Does not include custom development.
Monthly Health Check Includes:
-
Security Review
- Review of User Access, Roles & Permissions, TFA - Bi-Weekly CRM Back-Up Download & Storage
-
Usability & Function
- Review of process and procedures
- Lead Conversion Status
- Deal Pipelin Completeness/Timeliness
- Overview Tasks
-
Data Review & Integrity Check
Check for Duplicate Records and Record Completeness -
What you receive each month:
- Health Check Report
- Checklist of your current CRM Status
- Report of actions taken and recommendations
What You Get Each Month
- Health Check Report (Sample Below)
- Checklist of your current CRM Status
- We’ll let you know what actions we took and recommendations we may have
-
2 Hours of Support to you and your staff for all Zoho products.* *These hours can also be used for remediation of any issues that we uncovered from a health check.
*Any unused hours from previous months will carry over to future months (max. 10 hours).
