When we decided to bring in consultants for our CRM, the process was quite structured, which I appreciated. First, they usually schedule an initial call to understand your pain points and goals. They’ll ask about your existing processes and what you hope to achieve with a new CRM. After that, the good ones, particularly the expert zoho consultants we worked with, perform a deep-dive architecture session. This is where they actually map out your current workflows and design how they’ll function within the CRM system. They then share that design for your team’s feedback and refine it. Only after everyone agrees on the plan do they move to the actual development and implementation phase, followed by testing and client review.