What We're Doing With Zoho

We’re always working on such interesting requests from clients that we thought we would start keeping a log of some of them.

Do you recognize yourself in any our our projects at the right? 

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2017 Focus

o Recording more YouTube videos on Zoho
o Keeping the Zoho CRM QuickStudy Updated (it is why we had to go with a spiral binding… they keep making amazing changes and additions to the CRM)
o Writing more Email tips
o Making more space for family and friends

What we’re working on now

3/24 – Spent most of the week out of town at client’s production facility. We will be working with them on a project built in Zoho Creator to track their production and quality control processes. Had a great discussion with my contact there about the differences in technical skill and business process sense. You can teach the technical, but how do you teach mapping of business processes? We were wondering… how can you train someone to see the whole picture and the impact of one thing on the others?

3/16 – Back from the beach vacation and to work on projects. This week I am working with advanced CRM training of our employees and converting another client from Salesforce to Zoho.

2/24 – Spending time on-site with a client to identify their real life workflows and developing a plan for how we can simplify their processes and redesign Zoho to better support their team.

2/17 – Had some one-on-one training with Executives this week. This is training that is usually done after the end-user training and is specifically for the President or other senior managers so that they understand how to pull up data in Zoho, review the activities of their team, check the status of deals in play and how to see it all on their phones. We always schedule one-hour, but I personally set aside two hours. I find that once the executives get in, they are much more excited than they thought that they would be and want to continue beyond the hour to learn more. I’m open if they are.

2/10 – I realize that some companies are drawn to HighRise because it is simple and cheap, but they should beware. While you can easily export the Contacts and Accounts, it is almost impossible to export the notes, cases, and deals (though we can take care of it for you). Pick a CRM that allows easy export of all of your data if you should decide to move to another platform. HighRise would not be that platform. (e.g. Getting data out of Zoho is super easy…though not sure why you would want to.)

2/3 – Finally had some time to shoot a video (Creating Views in Zoho CRM) and upload it to YouTube: https://youtu.be/gRRcjDg_IEo

2/1 – Worked with Zoho Support to identify an issue with a 4-place decimal field with 3 leading zeros and how it displays. They found the problem and it is now fixed for everyone in the world. It is another example of why I love working with Zoho. They take their quality control seriously.

1/26 – Working with the next generation of a company as they move from their dad’s CRM to an online CRM (Zoho) that will improve their visibility with what is going on with their teams. Sales team is also driving the change, as they need a way to work with the CRM on their mobile devices. Mission accomplished.

1/25 – Implementing Zoho for a team that has tried 3 other CRMs. This will be a good move for them (though, frankly it makes me a bit nervous). I’ve spent quite a bit of time with them to understand their workflows. I think there is an art to defining what is important and what is not important to track and to ultimately make it as easy as possible for their teams to work inside of the CRM.

1/18 – Combining accounts under CRMPlus (involves closing down some accounts so that we can invite the person into the corporate accounts). For some we need to migrate the data first.

1/12 – Traveling today to another city to talk to prospects about implementing Zoho. Too cold here. Be glad to get back to Houston.

1/10 – Admin training today with two teams. We think it is important to teach Zoho admins how to be self-sufficient.

1/6 – Teams from earlier this week are excited to see their data online and easily accessible via their phones (instead of pulling up spreadsheets at night to update).

1/4/2017 – Offering 3 sessions of pilot training to a company that has distinct user groups (marketing team and 2 different operations teams). Work on this project involved combining everyone’s spreadsheets into the Zoho database. This was a tedious project since each spreadsheet had to be cleaned up prior to importing (standardize the drop-down values, fill in dates for require fields, attach ownership, etc).

12/30 – Combining 17 Zoho databases into one master database. Bringing all of the data into one corporate database, while keeping security (via Roles) for each of the users. Finally the management team can see everything in one place.

12/27 The week between Christmas and New Years is always busy for us as it is a good time to implement new sales systems while the sales team is more idle. Today we are converting an old ACT database of 27 users that has been in place since 1992. Our conversion program generated 30 .csv files of notes and history to upload. They were heavy users. They are excited to move to a more mobile platform that doesn’t requie syncing.

12/21 Working on one of the most challenging projects I’ve ever had. We have 10 custom modules. We are using Custom Functions to total up values in one of the tables and update values in another table.