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.
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.
Get Your Free Customizations
We'll give you another head start.
Click the image 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.
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.
Or just setup an initial appointment on my calendar to find out how a Consultant could help you get up and running even faster.
Get more of our background story
Things are Changing
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 Connecting to Internet
Non-MS Devices in 2013
Non-MS Devices in 2017
WHAT ELSE CAN ZOHO DO?
ZOHO BUSINESS APPS
Run your entire business on Zoho's integrated platform. We switched from QuickBooks to Zoho Books, so we can issue invoices or see client payment status right in the CRM. We use Zoho Projects to manage our implementations. Zoho Campaigns is perfect for our email and drip marketing campaigns, which allows us to see the click results on each CRM record. We also have our phone system tied to Zoho. There are close to 30 business apps to choose from to help you move your business to the cloud.
It integrates with popular products like...
MS Office (Word, Outlook) or
GMail (Google Apps)
Constant Contact or Mail Chimp
Google Ad Words
Twitter or Facebook
Not sure whether your favorite product integrates? Google: "Zoho integration [product name]" and you'll get a quick answer... probably with lots of options.
Really, click above to sign up to automatically get Zoho tips every now and again to help improve your productivity.
Zoho asked me to present a webinar to their users on Reports and Dashboards: why you would use them, how to create them, how to add charts, and how would you implement them in your own Zoho CRM database. Below is a recording of the webinar including the answers to quite a few questions at the end. In it I cover basics of Zoho CRM Reports and dashboards, as well as some advanced concepts. I also briefly cover Zoho Advanced Analytics and how it is different from the Zoho CRM built-in reports.
If you like the webinar, would appreciate it if you would click to go to YouTube and give it a Thumbs up.
I’m excited to offer my Zoho CRM Training Manual. It is the only book of its kind on the market that is totally dedicated to Zoho CRM.
This training manual comes as an 8.5″ by 11″ spiral bound book packed with close to 400 pages of procedures and practical advice on using Zoho CRM. The first part is dedicated to the End User and covers everything an end-user would want to know about how to use Zoho. The second half of the book covers every command in the Setup area, so it also makes this book a great resource for Administrators (see Table of Contents).
Get a copy of the Zoho CRM Training Guide for you and your team members!
But wait. How Did “Quick” Get Included in the Book Name?
How can a book with so many pages include the word “quick” in the title? While it does seem a bit contradictory, the idea was to create a guide where each topic (and associated procedures and exercises) could stand on its own. That way, you can stop and start where you like or skip around. While you can read from start to finish… if you need to learn something fast, then the “QuickStudy” allows you to easily jump to that section to pick up what you need to know.
Zoho asked me to present a webinar to their users on Workflow Automation: what is it, why would you use it and how would you implement it in your own Zoho CRM database. Below is a recording of the webinar including the answers to quite a few questions at the end. In it I cover basics of Zoho CRM Workflow, as well as some advanced concepts and explain what you can do in each of the Zoho Editions. I also briefly cover how to create Zoho Macros and how they are different from Workflows. (The audio track starts about 10 seconds in to the webinar.)
If you like the webinar, click to go to YouTube and give it a Thumbs up.
Zoho has released a new mobile phone and tablet app. We have been beta testing it for about 7 months. We’ve had it running on several Android phones, an iPhone, my iPad and even an Android Tablet. It works like a champ on all the devices. It is DEFINITELY worth installing the new app.
From the Android Google Play or iPhone App Store, search for and install Zoho CRM.
Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother.
No matter how easy a software might be, anything new is hard. Sometimes you just need a frame of reference to get you started. So I recorded a video to help you get up and running a bit faster.
This video is using the latest version of Zoho CRM
"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
"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
"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