CRM Consultancy & Support FAQ

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

A Customer Relationship Management (CRM) system helps businesses manage customer interactions, track sales, and automate workflows. The right CRM improves efficiency, customer engagement, and revenue growth.

Which CRM systems do you work with?

We specialise in Zoho CRM, Salesforce, and SugarCRM, but our consultancy services cover a wide range of CRM platforms.

How do I know which CRM is right for my business?

We assess your business goals, workflows, and integration needs to recommend the best CRM. Our CRM selection service helps businesses compare platforms like Salesforce, Zoho CRM, and SugarCRM.

What does a CRM consultant do?

A CRM consultant ensures your CRM is set up correctly, customised to your needs, and integrated with your existing tools. We help businesses optimise workflows, automate processes, and improve data management.

How long does CRM implementation take?

The timeline depends on the CRM system, level of customisation, and integrations required. A basic setup may take a few weeks, while larger projects with advanced automation and integrations take longer.

Can you migrate data from our old CRM?

Yes! We handle data migration, ensuring your contacts, sales history, and key records are transferred securely without data loss.

Can you integrate my CRM with other tools we use?

Absolutely. We integrate CRM systems with finance tools (Xero, QuickBooks), marketing platforms (Mailchimp, HubSpot), and customer service software (Zoho Desk, Zendesk) to create a connected business ecosystem.

What CRM support services do you offer?

We offer ad hoc support, managed CRM services, troubleshooting, user training, and ongoing optimisation to keep your system running smoothly.

What’s included in your CRM Managed Service?

Our CRM Managed Service covers:
✔ Ongoing system optimisation – Keeping your CRM updated and efficient.
✔ User support & training – Helping teams use the CRM effectively.
✔ Automation & workflow enhancements – Improving efficiency.
✔ Security & data integrity monitoring – Ensuring compliance and protection.
✔ Integration maintenance – Keeping third-party connections working properly.

📩 Download our CRM Managed Service Brochure for full details.

Do you offer training for our team?

Yes, we provide tailored CRM training sessions to help your team get the most out of the system.

How much does CRM consultancy cost?

Pricing depends on the scope of the project, level of customisation, and integrations required. Contact us for a tailored quote.

Do you offer ongoing support contracts?

Yes, we offer flexible support packages, including ad hoc support, monthly retainers, and fully managed CRM services.

How do I get started with FieldSoft?

It’s simple! Book a free consultation, and we’ll discuss your CRM needs and the best solution for your business.

📅 Book a Free Consultation

Can you audit our existing CRM to identify issues?

Yes! We offer CRM health checks to assess your system’s efficiency and recommend improvements.

What industries do you work with?

We work with distribution, manufacturing, service-based businesses, and more, helping companies of all sizes improve CRM performance.

What apps are included in Zoho One?

Zoho One includes 45+ integrated business applications, covering CRM, finance, marketing, HR, and operations:

✔ CRM & Sales – Zoho CRM, Bigin, SalesIQ, Bookings
✔ Customer Support – Zoho Desk, Assist, Lens
✔ Marketing & Lead Generation – Zoho Campaigns, Social, Marketing Automation, Forms
✔ Finance & Accounting – Zoho Books, Invoice, Expense, Checkout, Inventory, Subscriptions
✔ HR & Payroll – Zoho People, Recruit, Payroll
✔ Collaboration & Productivity – Zoho Projects, Sprints, WorkDrive, Notebook
✔ Business Intelligence – Zoho Analytics, DataPrep
✔ IT & Security – Zoho Vault, OneAuth
✔ Communication & Office Tools – Zoho Mail, Cliq, Meeting, Writer, Sheet, Show
✔ E-commerce & Retail – Zoho Commerce

📩 See Full Details on Our Zoho One Page

Is Zoho One suitable for small businesses and enterprises?

Yes! Zoho One is scalable, meaning small businesses can start with essential apps, while enterprises can manage entire operations across multiple departments.

What makes Zoho CRM different from other CRM platforms?

Zoho CRM is known for its affordability, flexibility, and powerful automation features. It offers:
✔ AI-driven sales forecasting
✔ No-code customisation & workflow automation
✔ Seamless integration with Zoho apps & third-party tools

Can Zoho CRM integrate with my existing business tools?

Yes! Zoho CRM integrates with Xero, QuickBooks, Outlook, Mailchimp, Google Workspace, Microsoft 365, and more.

How does Zoho Desk improve customer support?

Zoho Desk automates ticket management, tracks customer interactions, and provides AI-driven responses, ensuring fast and efficient support.

Can Zoho Desk integrate with my CRM and other tools?

Yes! It connects with Zoho CRM, Salesforce, Slack, Microsoft Teams, Xero, and WhatsApp Business for a seamless support experience.

If you have any other questions, we’d be happy to help. Get in touch with our team today!

📞 Call us on 0208 1425125

📅 Book a Free Consultation

We follow a structured approach to help you choose the right CRM:

✔ Business Needs Assessment – Understanding your sales, marketing, and customer service requirements.
✔ CRM Comparison & Recommendations – Evaluating Salesforce, Zoho CRM, SugarCRM, and other platforms to find the best fit.
✔ Feature & Integration Analysis – Ensuring seamless integration with tools like Xero, marketing automation, and helpdesk systems.
✔ Customisation & Scalability Review – Making sure the CRM grows with your business and adapts to your needs.
✔ Live Demonstrations – Helping you test CRMs before making a final decision.