Zoho CRM Onboarding Questionnaire

Business Information

Please provide some basic business information

First Name

Last Name

Address

Address Line 1

Address Line 2

City

County

Post Code

Country

Main Phone Number

Website

Business Email

Which Version of Zoho CRM have you Purchased?

Please invite Click Through Digital as an admin to your new system using the following email address [email protected]

Logo Upload - for use in the CRM

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Background Information

Background and general questions on Zoho CRM implementation. Please complete as many as you can, some may not be relevant and some you may have already answered in our initial conversations.

1. What is your current CRM system or process for managing customer data?

2. Have you used Zoho CRM or any other Zoho products before? If so, which ones and how was your experience with them?

3. How many users will be accessing the Zoho CRM system, and what are their roles and responsibilities?

4. Do you have any specific security or compliance requirements that we should be aware of?

5. What are your primary goals and expectations from the Zoho CRM implementation?

6. Which specific modules and features within Zoho CRM are most important for your business processes?

7. Do you require any customizations or integrations with other systems (e.g., marketing automation, accounting software, customer support platforms)?

8. What are your data migration requirements? Will you need assistance in transferring data from your current CRM or other sources?

9. What are your preferred communication and project management tools for this implementation?

10. Do you have any in-house technical resources or IT staff that we will need to coordinate with during the implementation process?

11. Are there any specific timelines or milestones that we should be aware of for this project?

12. What kind of training or support do you expect for your team during and after the implementation?

13. Are there any known challenges or pain points in your current CRM or customer management processes that you'd like to address with Zoho CRM?

14. How do you envision your sales, marketing, and customer support teams using Zoho CRM to improve their workflows and productivity?

Deeper Understanding: Fields

Question related to fields and field sets.

1. What are the standard fields you require for each module (e.g., Leads, Contacts, Accounts, Deals)?

a. Contacts

a. Accounts

a. Leads

a. Deals

a. Other

2. Are there any custom fields you need for each module? If so, what are their types (e.g., text, date, dropdown, multi-select)?

3. Do you have any specific field-level permissions or visibility requirements for different user roles?

4. Are there any mandatory fields that users must complete before saving a record?

Deeper Understanding: Lead and Deal Stages

Questions related to the implementation of Leads and Deals

1. Can you describe your sales process and the stages your leads go through from initial contact to conversion?

2. What are the deal stages in your sales pipeline, and what criteria determine a deal's progression through each stage?

3. Do you have any specific requirements for tracking deal probabilities, expected revenue, or timeframes at each stage?

4. How do you handle lost or disqualified leads and deals in your current CRM or sales process?

Deeper Understanding: Automation Workflows

Questions related to automated workflows, such as email flows and third-party connectivity

1. What are the key processes or tasks in your sales, marketing, and customer support operations that could benefit from automation?

2. Can you provide examples of specific automation triggers (e.g., lead status change, deal stage progression, activity completion)?

3. Are there any actions that should be executed when these triggers occur, such as updating fields, sending emails, or creating tasks?

4. Do you need any time-based actions, such as sending a follow-up email after a certain number of days without activity?

5. Are there any approval processes or escalation paths you require for specific actions, such as discounts or deal approvals?

6. How do you plan to measure the effectiveness of your automation workflows, and do you need any reporting or analytics tools to track their impact?

Other Relevant Information

Is there anything else you think we need to know to help the implementation process of your new Zoho CRM system.

Extra Information. Please put any extra information you think may be relevant here.