Sets up a recurring CRM backup process using Zoho’s built-in tools — with clear documentation and hands-on training. This ensures your team can maintain backups without relying on automation platforms or third-party tools.
Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
Configuration of routine CRM export for key modules
Step-by-step training on storing and restoring backup files
Internal SOP guide for your team to maintain the process
Optional Add-Ons (Not Included by Default)
Full data restoration (see Recovery solution)
Integration with cloud storage (Google Drive, S3, etc.)
Prerequisites
Active Zoho CRM account with admin access
General awareness of which CRM data matters most (modules or reports)
A place to store the exported files (shared drive, folder, etc.)
Ideal For
Teams without real-time sync or automation features
Clients preparing for audits or compliance reviews
Admins recovering from past CRM data losses
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