In seconds, the Audit Tool for Zoho CRM will tell you if your database is healthy, or in critical condition.
The Audit Tool for Zoho CRM instantly analyses your CRM data then shows you how much critical information you’re missing in each module.
Invoices and deliveries going astray
Ineffective account management
Wasted marketing activity.
Wastes internal resources
Incomplete CRM data leads to:
Poor targeting of marketing campaigns.
Bad customer service.
No accurate data to measure company performance.
Missed sales opportunities.
The Audit Tool gives you a detailed report per module, showing you how many records are incomplete. A simple traffic light system allows you to prioritise the most serious problems to fix first.
“Very easy to see which fields are missing information – loved the “consequences” report as to why these things were important.”
Claire, Cube HR (UK)