Attentive
atstratus is implementing Zoho CRM and Desk for Attentive, connecting customer relationships, client onboarding and support. The engagement is in progress.
Project context
Attentive is a US preventative care management company serving employers, employees and broker partners. The implementation focuses on a connected way to manage customer relationships, coordinate client onboarding and handle support, with clear ownership as work moves between teams.
Our work
atstratus is working with Attentive to translate its processes into a practical Zoho CRM and Zoho Desk setup. The engagement brings together process discovery, record and access design, onboarding workflows, enquiry intake, agreed data preparation and user training. Delivery is phased, with working functionality reviewed against agreed acceptance criteria and subsequent enhancements prioritised with the client.
Delivery focus
- A CRM foundation for customer and broker relationships, with defined record ownership and access.
- Structured client onboarding, using agreed stages, required information and team hand-offs.
- Enquiry intake and customer support organised around Zoho Forms and Zoho Desk.
- Data validation, user acceptance testing, training and a phased release approach.
Zoho applications
- Zoho CRM
- Zoho Desk
- Zoho Forms