The most valuable call you’ll have all year
Schedule your one-on-one account check-up to reveal how the Zoho apps you may already own can improve your business processes.
Schedule your appointment
What’s in it for you?
Learn how the apps you already use can be adapted to serve your business even better.
Let Zoho grow into your collaborative partner, revealing ways technology can help your business shine.
See how other apps can improve sides of your businesses that have been untouched by Zoho - everything from expenses, through staff training to project management.
Improve practically every part of your organisation: sales and marketing, service, HR, finance, management, legal and IT.
ZOHO ACCOUNT CHECKUP
Real-world benefits
Since implementing the account check-up, our enterprise business team has helped dozens of valued Zoho clients overcome challenges and unlock new capabilities.
This is how Zoho improves businesses on a daily basis:
Economy
The enterprise business team will be able to tell you if there are licensing options or product bundles that could reduce your subscription fees.
Support
Zoho offers a range of support options to all of our customers. Our enterprise business team can explain the benefits of each.
Performance
By understanding your business processes and goals, our team can propose ways your current apps can be configured to automate those processes and exceed those goals.
Enhanced Productivity
When we discuss our full portfolio of apps most customers have a Eureka moment: "you do that too?" Once we understand what you do, we can show you the numerous ways extra Zoho apps can contribute to your success.
Customer Takeaways
As well as using Zoho to address big picture needs, our solution experts will work alongside you and your team on specific features and customizations like:
Using Blueprints to define and execute repeatable, scalable sales processes
Setting up dashboards and KPIs in Zoho Analytics to give users a complete view of their company performance
Find new ways for Zoho to help improve the customer and employee experience
FAQ Section
What is a Zoho account health check-up?
A collaborative session with one of our solutions experts who will assess your workplace readiness, detect potential problems, and plan a course of action to ensure your organization is set up for continued success.
Why do I need one?
We want to make sure your company is primed for present success but also prepared for a rapidly changing workplace. From exploring options within Zoho to solve your current needs to empowering your workforce to work from anywhere, your account manager will discuss how you can take advantage of everything we have to offer to keep your employees empowered and productive.
What can I expect in my health check-up?
We'll go over the nuts and bolts of your account and how it can be better used to get your company and your team where it wants to go. This includes any changes in your organization, new software you are using alongside Zoho, and an effective game plan to keep your workforce connected wherever they are.
How long will it take?
Your account check-up won't take longer than an hour and can be scheduled at a day and time that is most convenient for you. Most initial check-ups take about 30 minutes to establish an action plan.
We don't impose a time limit on your check-ups. If you want to take more time, take it. The more you can reveal about the way your business runs, the more improvements we can suggest.
How much does a check-up cost?
Nothing. It's free.
Are you just trying to sell me something?
The check-ups often result in businesses benefitting from apps they were already paying for but not using. Other times, the check-up reveals a bundle deal that reduces a company's subscription fees. And yes, sometimes we recommend new apps to improve functions that were previously untouched by Zoho. Our goal for these sessions is to listen to any problems or needs you currently have and then plan the best course of action to solve them. In some cases this means showing you how your current account can solve your challenge, and in others, we might recommend another Zoho product or bundle. But only if it will benefit your organization.