How can we help you with ZOHO?

It’s not just about the technology. It’s about helping businesses transform.

Migrating from ACT! or Salesforce or importing a list from Outlook, QuickBooks or Trade Show.

Free options, cheat sheets for training, free customization, Expert Help to get you going.

Integrate other Zoho Apps like Campaigns, Support, Projects, Books, etc or non-Zoho apps

Zoho CRM or other Zoho Apps. As Zoho Advanced Solutions Provide, we know the Zoho product line.

We actually wrote the book

Really, we have the only Zoho CRM book on the market (sold on Amazon and on our site). We are constantly working to keep it updated…which means, we know everything there is to know about Zoho.

You could spend all of your time viewing YouTube videos or searching online for how to do something. Stop beating your head against the computer screen. Not only do we know the answer, but we can help you with the why.

Why do it this way? Why fill in these fields? Why pick this dialog box option over that one? Why should you use Zoho Campaigns instead of something like Constant Contact? Which Zoho app should you use to record time sheets (there are three apps in Zoho that do that) and why is one better for your company than another? We know these kinds of things.

We’ve been working with CRM databases since 1987. We’ve worked with literally thousands of clients to help them get the most out of their CRM and would be glad to help you with getting the most out of Zoho CRM for your company.

Get a free quick reference card

We’ll give you a head start. How about a copy of this handy, double-sided Zoho CRM Quick Reference Card for your own use or for training your end-users. Let us know who you are and the system will email you a copy right away.

Zoho Reference Card

Zoho CRM Cheat Sheet

How hard is ZOHO to set up?

It’s actually pretty easy to get started. You can begin with the free version to see what you think.

The free version allows for up to 10 users (forever), but the feature set is limited (no email integration, no custom fields, custom reports, workflows, etc). If all you need is a quick Rolodex-style database, then it should work well.

If you need more users or more capability, it is easy and quick to upgrade.

We’ll give you another head start.

Click here to find out more. It’s our way of showing you ways that we might work with you to get the designs that work for you.

About ZCRMHelp

It’s not just about the technology. It’s about helping businesses transform.

As we said, we specialize in the “why”. Our obsession is understanding the why of your business and transforming that into a system in Zoho that supports your corporate sales and marketing strategies, while making it streamlined and easy enough to encourage end-user adoption.

Cornerstone Solutions, Inc. was founded in 1987 as a software training company, and we are now one of the nation’s leading implementers of the Zoho suite of products. We work with solopreneur clients, as well as those that have over 400 users.

Now you can have access to the top Zoho Certified Consultants in the world regardless of where you live. Call us (713-661-5200) and we can provide help in person, by phone, or by remote control of your computer to help you setup, convert, design, integrate and train… to make sure you are getting the most return on your investment in Zoho.

Really, you should take advantage of all that experience in working with all of those companies.

And if you need more help getting started, we have other options for you.

  • Buy a copy of the Zoho CRM QuickStudy Guide (the only guide dedicated to Zoho CRM on the market),
  • How about some training for your staff to make them more productive,
  • Check out my Getting Started Video
  • Or just setup an initial appointment on my calendar to find out how a Consultant could help you get up and running even faster.

The world is changing at a fast pace. More and more companies are realizing the benefits of moving their sales team and company to the cloud and relying less on expensive internal servers. The cloud offers instant (yet secure) access to important files when away from the office. Road warriors enjoy easier access to client information and reporting of activities. Note the stats indicating the rise of portable devices and away from the standard MS workstation and laptop.

  • Non-MS Devices in 2013 60%
  • Non-MS Devices in 2017 87%

Our Process

Discovery

We start each project with a discovery meeting, which usually lasts between 1 and 3 hours (though for more complicated projects, they may run longer). Regardless of where you are located, we can meet with you and/or multiple staff members via online meeting software and a conference line.

We will talk about your strategies and goals, things that have been working and those not working. Will you want to use Deals? Create Quotes from Zoho? Integrate other products? Build reports on activity? If you are using spreadsheets in your business, it helps us to see them prior to our meeting.

Our goal will be to develop a system for your business that increases the odds of success and to develop a system that makes the lives of you and your teams much easier and more productive.

Design

Anyone can add a field. But we have years of experience in knowing what works and what doesn’t.

After our initial discussions, we can help you design the perfect CRM system that supports your goals and processes.

We can create the custom fields you need to segment your business, set up the custom modules to track any non-standard items, design layouts that are organized and clean without any unnecessary fields, build email templates to create quick responses or promote your business, add workflows to automate your business and create the reports and dashboards to help monitor your business. We can setup your users and define an effective system of security to control who sees what or who can do what.

We can handle it all for you or work in collaboration with you.

Migrating Data

Whether you are converting from another CRM, importing your data from Outlook or a spreadsheet or bringing over your data from your accounting system, we can help you get your data into your new custom-designed Zoho CRM database.

We’ve successfully converted from Salesforce.com, Highrise, Insightly, MS CRM, Goldmine and several others. We have a particular specialty in converting data from ACT!. We’ve been able to convert everything to Zoho: Contacts, Companies, Opportunities, Notes/History, and Activities. We’ve also been able to migrate a high percentage of associated Attachments.

When familiar data has already been added to the database, it significantly improves end-user adoption.

Integration

Zoho has a suite of over 35 native products that can be used to run your business.

While the integration among the products is somewhat straightforward, there are conditions to setup each of the connections. We can help with that.

We can assist you with setup and/or learning any of the other Zoho Products as well. We know them all. Really.

Have a problem you want to solve? Let us know and we can suggest what might work for you.

Since Zoho is now one of the most popular online CRMs, there are also a ton other products that can be integrated. That way you can keep using what works well for you while maximizing your use of Zoho.

Training

  • We offer group or individual training that is very user friendly .
  • We use your custom-designed database for our online training sessions and they are usually less than two hours.
  • We can cover both web and mobile apps during our session.
  • While we cover keystrokes, our focus is on training that reinforces the goals that we set out in our initial discovery session.
  • We can also provide in-depth training for your administrators to help you be more self-sufficient.
  • Short follow-up training sessions are recommended to help your team really get up to speed.

“In designing projects, I consider three parameters. I make sure that each element of the design is ‘functional’. I ensure that it all has a logical ‘order’ and makes sense to the end-users. Finally, I try to make sure that the design is ‘pleasing’ to the eye. Zoho helps to make our job easy.”

Susan Clark

Zoho Certified Consultant, Cornerstone Solutions, Inc.

Book titles sold on Amazon - Just released ZOHO CRM

Years in Business

Satisfied Clients

Cups of Coffee

Testimonials

“I recently decided to convert my ancient ACT! contact management system into Zoho. The good folks at Zoho were kind enough to introduce me to Susan, who handled the migration in a snap. As a former Systems Engineer, I’ve seen my share of file migrations, and this one was superbly handled.

I went on to engage Susan to consult with me on how to best leverage the capabilities of our new CRM. And again I was thoroughly impressed. It’s some of the smartest money I’ve spent this year. I highly recommend Susan as a real expert who is a pleasure to work with.”

– Bob Corlett, President – Staffing Advisors

“We enjoyed your webinar on Wednesday. You are so great at pacing and staying on track with your outline. It was so easy to follow and you crammed so much into one hour! We also bought your training manual from Amazon. What a great resource to have!”

– Kristin Dodd, Qualderm Partners

“Cornerstone took great care to understand our needs and make the Zoho software reinforce our business processes and goals. They helped us to understand our options as we set up the software as well as refine our use of the products as we have implemented the two solutions (CRM and Support). Susan provided excellent training along with some custom training aids and documentation. She has been a great help to us in getting the most out of the software and I would highly recommend her services as a Zoho partner. ”

– Alicia Campos, Director of Operations – Lookout Services

“Your insight into our marketing process made the customization you did for us really shorten our process and produce valuable reports on all our activity. We also appreciate your suggestions for email marketing campaigns and your expertise in implementation. You have saved us so much time which is invaluable in a small firm like ours.”

– Genie Fuller, Founder and CEO – CEO Network Partners