STRAITS MONTHLY CRM WELLNESS CHECKUP & SUPPORT PACKAGES

Our Monthly Wellness Check & Support Package will keep you updated that your organization’s CRM is robust, optimized, backed up & running smoothly.

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Each month we log into your CRM and provide the following services:

2 hours of monthly support and training

Security Review (Review of User Access, Roles & Permissions, TFA)

Bi-Weekly CRM Back-Up Download & Storage

Usability & Function (Review of process and procedures, Lead Conversion Status, Deal Pipeline Completeness/Timeliness, and Overview Tasks)

Data Review & Integrity Check (this includes record de-duplication and record completeness)

So, What You Get Each Month?

CRM Wellness Check

Our Plans

Choose a plan which is suitable for your projects.

Support Plans

  • Monthly Zoho Product Support:

    2 Hours for Monthly
    24 Hours/month for Annual

  • Unused Hours roll Over

    (Up to 12 Hours)

  • Same-Day Response

    (M-F 9.30 AM-6.30 PM IST Excluding Holidays)

  • Dedicated Support Email

    (Monday to Friday 9.30 AM – 6.30 PM IST Excluding Holidays)

*This is for Support Only. Does not include custom development.

Yearly

CRM WELLNESS CHECKUP
₹ 9,999 Yearly
  • 24 Hours / Year
  • 12 Month Commitment
  • Billed Yearly
Purchase
Popular Package
SAVE ₹ 1989

Monthly

CRM WELLNESS CHECKUP
₹ 999 Monthly
  • 2 Hours / Month
  • 12 Month Commitment
  • Billed Monthly
Purchase
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Monthly Wellness Check Includes:

  • Security Review

    Review of User Access, Roles & Permissions, TFA

  • Bi-Weekly CRM Back-Up Download & Storage

  • Usability & Function

    Review of process and procedures Lead Conversion Status
    Deal Pipeline Completeness/Timeliness
    Overview Tasks

  • Data Review & Integrity Check

    Check for Duplicate Records and Record Completeness

  • What you receive each month:

    Wellness Check Report
    Checklist of your current CRM Status
    Report of actions taken and recommendations