Zoho CRM - Susan Clark
Click for MORE Zoho TIps

While we are glad to take care of everything for you, our goal is to enable our clients to ultimately be their own administrators and to become self-sufficient.

Free Resources for Getting Started

Start with Zoho CRM’s free help which you can find in the upper-right corner under Help. If you are using the Enterprise version, you will see Contact Support, Chat with us. I love this option and think it is an excellent resource. You can also have access to the Live Chat by paying for your CRM subscription on an annual basis (which also offers you a ~10% discount). Zoho does an excellent job of supporting its CRM users through Chat. The Tech Support team usually responds to your initial chat in less than a minute or two. Then when asking your questions, it is important to be as clear as possible and use Zoho terminology as much as you can. If all else fails, they will many times offer to set up a remote session with you to help you in problem solving.

However, if Chat with us is not available to you, let’s look at some other options.

You can start with Zoho forums. This is a great place to search for answers to frequently asked questions. You can also post your own questions there to get help from other Zoho users: https://forums.zoho.com/

Next, you might try the LinkedIN groups for a similar experience:

You can search for how to tips on YouTube. Here is a generic search, but you could also search for a specific words: https://www.youtube.com/results?search_query=zoho or you can go to my channel: https://www.youtube.com/channel/UCFui0NsHjNV3wE0XESQ-UUg

You could also check out our blog or sign up for our newsletter.

Maybe you could use a couple of free Cheat Sheets to help you learn the product better.

If you are just getting started, we may be able to help you with free customizations for your Zoho CRM account. Really, I’ll give them to you for free. You can read more here: http://www.zcrmhelp.com/free-zoho-customizations/

Expert Help

But if you are tired of the doing it yourself, sometimes all you need is a bit of expert help or advice so you don’t spend hours figuring out how to do something that we can help you with in a few minutes.

We can work with you as an Expert to help you sort through your options. If you are tired of the Do-It-Yourself marathon, we can act as Project manager and just take over to get everything set up just like you like it. If you feel like you are somewhere in between, we can work Collaboratively with you, where you take care of some things and we handle the others.

Some clients like to look over our shoulders as we perform the customization work so they can see how it is done and understand the logic of the design. However you would like to work, we are there for you.

If Training is what you are looking for, then look no further. We are Zoho experts and have been training end-users how to use software since 1987. We’ve authored books on CRM and served as Subject Matter Experts on Zoho and other software offerings.

We could use some expert help…
First Name:*
Last Name:*
We are interested in:*
Tips Preference
Interested In
Lead Source

Click to find out how more about other Zoho Product Integrations.