How Can We Help You With Zoho?

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

Get Zoho Cheat Sheets

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 CRM Cheat Sheet
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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.

  • Getting Started with Zoho CRMBuy 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.

Get more of our background story...

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



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.


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, 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.


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.


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.



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.


Zoho Productivity Tips

Really, click above to sign up to automatically get Zoho tips every now and again to help improve your productivity.

"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


Book Titles Sold on Amazon - Just Released Zoho CRM
Years in Business
Satisfied Clients
Cups of Coffee


Zoho CRM Reports and Dashboards

Zoho CRM Dashboards & Reports: Visualizing Success

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.

Transitioning to Zoho CRM 2016

Zoho CRM 2016 New User Interface

If you have been using Zoho CRM for a while, you will soon be transitioning to the new user interface. I’ve made a video to help you make the leap.

I’m a big fan. I know you are going to love it.

Zoho CRM QuickStudy Manual

Zoho CRM Training Manual

Zoho CRM Training Manual CoverI’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.

So really… get your own copies now:

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Zoho CRM Workflow Training

How can you implement Zoho Workflow?

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 CRM Mobile App Training

Zoho CRM MobileZoho 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.

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Scanning Business Cards

Zoho Leads AppThe exchange of Business cards is an honored tradition for obtaining contact information from the person you just met. Yet re-typing the contents into your CRM can be tedious and error-prone.

Zoho can help you with that. They have two apps for the phone that allow you to scan business card contents into your Zoho CRM database: Zoho Leads and Zoho Card Scan.

Read More

Importing into 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.

Read More

Zoho CRM: Getting Started

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




  • Cornerstone Solutions, Inc. PO Box 270514, Houston TX 77277-0514
  • +713 661 5200

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