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Zoho health check

Already using Zoho but not getting the results you expected? Answer 12 questions and get a score out of 100, a breakdown by area and the fixes to make first.

Free, no sign-up, nothing you enter leaves your browser.

  1. Adoption

    1. Does every team member log their daily work in Zoho, not in side spreadsheets?

  2. Adoption

    2. Have all current users been trained in the last 12 months?

  3. Data quality

    3. Are duplicate contacts, accounts or items rare?

  4. Data quality

    4. Are mandatory fields and pick lists used instead of free text?

  5. Automation

    5. Do follow-ups, reminders and approvals happen automatically?

  6. Automation

    6. Do your Deluge scripts and workflows have an owner who understands them?

  7. Integration

    7. Do your Zoho apps share data without re-typing (for example CRM to Books)?

  8. Integration

    8. Are payment, email, e-commerce or other outside tools connected?

  9. Reporting

    9. Can management see the numbers they need without asking someone to prepare them?

  10. Reporting

    10. Do you trust the numbers in your Zoho reports?

  11. Security

    11. Do roles and profiles limit who can see and export sensitive data?

  12. Security

    12. Is two-factor authentication on for all users?

Questions

What does the Zoho health check measure?

Six areas that decide whether a Zoho setup pays off: user adoption, data quality, automation, integration, reporting and security.

My score is low. Do I need to start again?

Rarely. Most setups improve with clean-up, training and a few workflow and integration fixes. A Zoho audit lists them in priority order.

Does it work for any Zoho app?

Yes. The questions apply to Zoho CRM, Books, Inventory, Desk, People, Creator and Zoho One.

More free tools: app finder, effort estimator, Zoho health check, ROI calculator, migration readiness and checklists.

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