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.

Full-Day On-Site Process Discovery Workshop - Adam Winchester

Full-Day On-Site Process Discovery Workshop

In-Person, End-to-End Business Process Mapping

Sometimes nothing beats working together in the same room. The Full-Day On-Site Process Discovery Workshop is an immersive, face-to-face session where I work directly with your team to map your entire operation, uncover opportunities for improvement, and create a clear, actionable plan for change.

This is the most hands-on way to dig into your workflows, align stakeholders, and identify automation and integration opportunities that can transform your business.

What We’ll Cover

Pain Points & Issues

Identify bottlenecks and inefficiencies across departments
Understand handovers between people, teams, and systems
Gather real-world insights from the people doing the work every day

Future State Aspirations

Define your ideal “to be” operational model
Prioritise strategic outcomes such as efficiency, customer experience, and scalability

Current Tech Stack Review

Review your current CRM, business systems, and tools
Identify underused features and integration gaps

Automation Opportunities

Find areas where automation can replace repetitive manual work
Explore cross-platform data sharing to eliminate double handling

Live Process Mapping

Build a complete process map in real time with your team’s input
Highlight improvement opportunities as we document each workflow

download an example of a completed process map

What You’ll Receive Afterwards

Recommendations Document – A tailored, prioritised list of actions to improve efficiency and eliminate friction.
Efficiency Matrix – A clear visual showing which changes will deliver the biggest impact for the least effort.
Existing System Audit – If you already have a CRM or other key platforms, I’ll review them and suggest improvements.
Roadmap – A step-by-step, phased plan for implementing the agreed improvements.

Download example documentation

Why Choose On-Site?

Direct Interaction – Faster decision-making with key stakeholders in the same room.
Team Engagement – Encourages more input and collaboration from staff.
Context Awareness – I get to see how your business operates in its real environment.

Who This Is For

The Full-Day On-Site Workshop is ideal if:

You have multiple departments or complex cross-team workflows
You’re preparing for a large system implementation or full Zoho One rollout
You want to bring all stakeholders together for alignment and buy-in
You value the clarity and speed that comes from in-person collaboration

Ready to deep-dive into your business processes in person?

Find your best workshop

Takes less than 2 minutes