Is Your Zoho Setup Really Working for You?
Zoho is used by many businesses, but not all of them use it well. With Ibuinfotech’s Zoho Audit Services, we perform a deep evaluation of your existing Zoho system (CRM, Books, Desk, Projects, etc.) to identify configuration issues, data bottlenecks, and untapped potential.
We help make sure that your Zoho environment is safe, scalable, optimized, and in line with your business objectives as a Zoho Authorized Partner.
The Purpose of a Zoho Audit Using Zoho but continuing to work manually?
Are automations not working as intended?
Real performance is not reflected in reports?
Are you concerned about data security or user access?
Apps not talking to each other?
What is Included in Our Audit?
1. App Usage Review
We examine your team's usage of Zoho CRM, Books, Desk, People, and Projects, among other applications, and find inefficiencies.
2. Configuration Check
We look at configurations like fields, layouts, modules, automation rules, email templates, workflows, and others.
3. Security and health of data Identify incomplete or duplicate data. Check access control based on roles. Examine compliance and backup policies.
4. Audit of Automation and Workflow We analyze your current automations (Zoho Flow, Deluge, Blueprints) and recommend improvements or fixes.
5. Examining the Dashboard and Report We look at KPIs and reports to see if they are accurately measuring the right things. We will redesign them if not.
6. Integration Evaluation Check whether third-party integrations (Gmail, WhatsApp, QuickBooks, payment gateways, etc.) are working properly.