What do I get after the workshop?

You’ll receive four deliverables: a Recommendations Document, Development Roadmap, Efficiency Matrix, and a Process Map—prepared within a few days of the session.

Which workshop should I choose?

Choose 2 hours for a single workflow, Half Day for 2–3 connected processes, and Full Day for a comprehensive, cross-team review.

Do you offer onsite workshops?

Yes. Full Day can be onsite or online. Onsite sessions include a travel fee based on location.

Will you implement the recommendations?

Yes—implementation is optional and quoted separately. Many clients proceed straight from the workshop into phased delivery.

Yes—use the booking links on this page to schedule your preferred workshop format.

How do I book a free consultation?

You can schedule a free 30-minute consultation to discuss your goals and see how a tailored CRM solution can transform your business.

What’s the process to get started?

Step 1: Book a discovery call. Step 2: We design your CRM roadmap. Step 3: We implement and customise your CRM. Step 4: We train your team and provide ongoing support.

Do you provide ongoing support after implementation?

Yes. We offer support and maintenance packages to keep your CRM aligned with changing business needs and to ensure reliability over time.

What industries do you work with?

We’ve delivered CRM solutions for Financial Services and Insurance, Education and Training, Retail and eCommerce, Healthcare and Allied Health, Professional Services, and Construction and Trade.

Do you only work with Zoho CRM?

We specialise in Zoho CRM and Zoho One, and also work with Salesforce, HubSpot, and Microsoft Dynamics. We can help you assess the best-fit platform.

What is CRM automation and how can it help my business?

CRM automation streamlines repetitive tasks like lead assignment, follow-up emails, invoicing, and reporting so your team can focus on higher-value work and improve efficiency.

How much does Zoho CRM implementation cost?

Costs depend on complexity, integrations, and customisation. We support everything from simple implementations to advanced enterprise solutions and can provide a tailored quote.

Can Zoho CRM integrate with my existing systems?

Yes. We integrate Zoho CRM with systems such as Xero, MYOB, QuickBooks, Shopify, WooCommerce, and email/marketing tools to eliminate double handling and improve data flow.

What is a CRM and why does my business need one?

A CRM (Customer Relationship Management) system centralises leads, contacts, deals, and activities to streamline processes, reduce admin, improve sales conversions, and enhance customer experience.

Why should I choose Zoho CRM over other CRMs?

Zoho CRM is flexible, affordable, and highly customisable. It integrates with the broader Zoho ecosystem and third-party apps, making it ideal for SMBs and scaling teams.

How long does it take to implement Zoho CRM?

A basic setup can take 2–4 weeks. More complex projects with automation, custom modules, and integrations take longer. Timelines are tailored to your scope and priorities.

Do you offer training for Zoho CRM?

Yes. We deliver tailored training for users, admins, and developers—online or in person—so your team gets maximum value from Zoho CRM.

Can you migrate data from my old CRM into Zoho CRM?

Yes. We handle structured data migration from platforms such as Salesforce, HubSpot, Pipedrive, spreadsheets, and legacy systems with mapping, testing, and validation to minimise disruption.

Is my business data safe in Zoho CRM?

Zoho CRM adheres to strong security and compliance standards, and we implement best-practice access controls, audit trails, and governance to keep your data secure and private.

Can Zoho CRM help improve my sales pipeline?

Yes. With pipeline automation, lead scoring, workflow rules, and real-time dashboards, teams can prioritise the right opportunities and close deals faster.

What level of customisation is possible in Zoho CRM?

Zoho CRM supports custom fields, modules, page layouts, blueprints, workflows, functions, and dashboards—so the system fits your processes, not the other way around.

Do you work with Zoho One or just Zoho CRM?

We implement both Zoho CRM and Zoho One. Zoho One bundles 40+ integrated apps that unify sales, marketing, finance, HR, and operations for end-to-end automation.

What reporting and analytics are available in Zoho CRM?

You get real-time dashboards, KPIs, and forecasting. We also build advanced analytics in Zoho Analytics for deeper insights across sales, marketing, and service.

Can Zoho CRM be used for marketing automation?

Yes. Zoho CRM integrates with Zoho Campaigns and Zoho Marketing Automation as well as third-party tools, enabling nurture journeys, segmentation, and campaign tracking.

Do you offer CRM audits for existing systems?

Yes. We review your current CRM setup to identify gaps, process bottlenecks, and automation opportunities, then provide a practical improvement roadmap.

Can you integrate Zoho CRM with my accounting system?

Yes. We integrate with Xero, MYOB, QuickBooks, and Zoho Books so invoices, payments, and customer data sync between sales and finance in near real time.

What makes crmdeveloper.com.au different from other CRM consultants?

We combine strategy, implementation, and automation. With decades of technology leadership and deep Zoho experience, we design for efficiency and measurable outcomes.

Can Zoho CRM be accessed on mobile devices?

Yes. Native iOS and Android apps give your team secure access to contacts, deals, activities, and reports while on the road.

Does Zoho CRM include Artificial Intelligence features?

Yes. Zia, Zoho’s AI, provides lead and deal predictions, anomaly detection, recommendations, and conversational insights to improve decision-making.

What are the costs for Zoho CRM licences?

Zoho CRM offers Standard, Professional, Enterprise, and Ultimate editions. We help you choose the right plan based on features, users, and ROI.

How do you ensure user adoption of Zoho CRM?

We align workflows to real roles, simplify interfaces, deliver targeted training, and set up dashboards and automation that make everyday work faster and easier.

Can Zoho CRM grow with my business?

Yes. Zoho CRM scales from small teams to enterprises. You can add users, modules, and automations as your processes evolve, without replatforming.

Do you work with startups as well as established businesses?

Yes. We tailor strategy and delivery for startups setting up their first CRM through to mature organisations replacing or optimising legacy systems.

What makes Zoho CRM different from other CRMs?

It’s cost-effective, highly customisable, and part of a broader suite (Zoho One) for end-to-end operations—reducing integration overheads and total cost of ownership.

Can Zoho CRM help improve customer service?

Yes. We implement service processes, SLAs, and integrations with helpdesk tools, plus automation for ticket routing and follow-ups to speed resolution.

How do you handle CRM project planning?

We run structured discovery workshops, document requirements and integrations, design solution architecture, and manage delivery with clear milestones.

Can I get a demo of Zoho CRM before committing?

Yes. We provide guided demos and mini-workshops so you can assess fit, explore use cases, and confirm scope before investing.

2-Hour Online Process Discovery Workshop - Adam Winchester

2-Hour Online Process Discovery Workshop

Targeted Insights for a Single Process or Workflow

If you’ve got one business process that’s slowing you down, creating bottlenecks, or frustrating your team, this focused online workshop is the quickest way to get clarity and an actionable plan to fix it.

Over 2 hours, we’ll work together to map your current workflow, explore what’s not working, and identify high-impact improvements that can be implemented quickly—often without major system changes.

What We’ll Cover

This workshop is designed to move quickly while still covering the essentials:

Pain Points & Issues

Discuss where the process is breaking down
Identify inefficiencies, delays, and manual work
Gather input from the people actually doing the work

Future State Aspirations

Define what “better” looks like for your team
Clarify desired outcomes such as faster turnaround, fewer handovers, or improved accuracy

Current Tech Stack Review

Review existing tools and how they fit into the workflow
Identify gaps or unused features

Automation Opportunities

Highlight where manual steps can be replaced with automation
Suggest tools, integrations, or workflows that could speed things up

Live Process Mapping

Build a visual map of your current process in real time during the workshop
Highlight problem areas and possible improvements on the spot

download an example of a completed process map

What You’ll Receive Afterwards

Within a few days of the workshop, you’ll receive a complete package of tailored recommendations and supporting documentation so you can take action right away:

Recommendations Document – A clear, prioritised list of changes to improve your chosen process.
Efficiency Matrix – A visual “impact vs. effort” chart to help prioritise quick wins and high-value changes.
Existing System Audit – If we’re expanding or improving an existing system, you’ll get a targeted audit of the relevant apps and configuration.
Roadmap – A step-by-step plan for implementing the improvements, with logical sequencing and dependencies.

Download example documentation

Who This Is For

The 2-Hour Online Workshop is ideal if:

You have one key process that’s slowing down your team
You want targeted, high-value recommendations without a full-day commitment
You’re exploring changes to an existing system and want an expert opinion first
You’re testing the waters before booking a full Process Discovery Workshop

Ready to streamline your process?

find your best workshop

Takes less than 2 minutes