Question 1

How do I book a free consultation?

Accepted Answer

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

Question 2

What’s the process to get started?

Accepted Answer

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.

Question 3

Do you provide ongoing support after implementation?

Accepted Answer

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

Question 4

What industries do you work with?

Accepted Answer

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.

Question 5

Do you only work with Zoho CRM?

Accepted Answer

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.

Question 6

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

Accepted Answer

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.

Question 7

How much does Zoho CRM implementation cost?

Accepted Answer

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

Question 8

Can Zoho CRM integrate with my existing systems?

Accepted Answer

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.

Question 9

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

Accepted Answer

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

Question 10

Why should I choose Zoho CRM over other CRMs?

Accepted Answer

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.

Question 11

How long does it take to implement Zoho CRM?

Accepted Answer

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.

Question 12

Do you offer training for Zoho CRM?

Accepted Answer

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

Question 13

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

Accepted Answer

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.

Question 14

Is my business data safe in Zoho CRM?

Accepted Answer

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.

Question 15

Can Zoho CRM help improve my sales pipeline?

Accepted Answer

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

Question 16

What level of customisation is possible in Zoho CRM?

Accepted Answer

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

Question 17

Do you work with Zoho One or just Zoho CRM?

Accepted Answer

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.

Question 18

What reporting and analytics are available in Zoho CRM?

Accepted Answer

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

Question 19

Can Zoho CRM be used for marketing automation?

Accepted Answer

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

Question 20

Do you offer CRM audits for existing systems?

Accepted Answer

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

Question 21

Can you integrate Zoho CRM with my accounting system?

Accepted Answer

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.

Question 22

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

Accepted Answer

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

Question 23

Can Zoho CRM be accessed on mobile devices?

Accepted Answer

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

Question 24

Does Zoho CRM include Artificial Intelligence features?

Accepted Answer

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

Question 25

What are the costs for Zoho CRM licences?

Accepted Answer

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

Question 26

How do you ensure user adoption of Zoho CRM?

Accepted Answer

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

Question 27

Can Zoho CRM grow with my business?

Accepted Answer

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

Question 28

Do you work with startups as well as established businesses?

Accepted Answer

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

Question 29

What makes Zoho CRM different from other CRMs?

Accepted Answer

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.

Question 30

Can Zoho CRM help improve customer service?

Accepted Answer

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

Question 31

How do you handle CRM project planning?

Accepted Answer

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

Question 32

Can I get a demo of Zoho CRM before committing?

Accepted Answer

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

Tag Archives: phased roadmap approach

Change Management, CRM Implementation

The Phased Roadmap Approach: Why Trying to ‘Do It All At Once’ Fails