Scoro Health Check/Audit
Majority of businesses using Scoro, did onboard themselves. Some were company-wide projects, some were initiatives of sales or IT department. There’s employee rotation, some knowledge is lost, some of the features are being used, some not at all. Some team members log deals and manage client data, some rarely touch it.
Not everyone is on the same page, data for analysis is not actually reliable, client database is a mess. Risks of loosing investment loom in, as companies start questioning themselves, often blaming software just not working for them. In reality, software is just a tool, apparently just dull.
Itero offers a fresh look at your Scoro system – a Scoro Review.
We will identify what’s good and not, where you’re missing valued data for reports, point on features required and where should you improve.
Why Scoro review is needed?
In short, to get a return on your Scoro investment. You simply may not know, what your team is missing. We’ve helped many companies utilise Scoro and bring best practices.
How does Audit look like?
It is usually three to five page document listing good, bad and critical along with list of actions, features where you could or should improve your team performance or Scoro dataset.
What will Itero need?
We will need an access to your Scoro instance. You can create a temporary user for us with a required set of permissions and disable or delete such after we’re done.
What’s included?
Review file and Teams meeting discussing review results, where we are answering questions and discuss critical issues and potential action needed to countermeasure such.
We are Certified Scoro Partner
www.scoro.com/partner-directory