About Us

The Back Story

After more than 20 years working with other CRMs and with over 15 books written and published on the topic, I found Zoho CRM and started working with it. I was so impressed with their products and the things that they could do that we signed up to be resellers. I got my first client and mostly things went well, because I do know a lot about CRMs.

I soon found out that there was no place to find the answers to a ton of my questions. I spent hours doing research using online help to see what it means when you click this option or that one? Unfortunately the online documentation, is more steps oriented and short on why you would want to use this feature vs that one. I spent nights and weekends viewing YouTube videos that sometimes helped, but mostly not.

I gave up and did my own testing.

Finally I just ended up testing each and every one of the features I wanted to learn more about.

That first project took me so many hours to implement that I fell seriously behind on our timeline. I could hardly look the client in the eye. I finally completed the job, but it was so painful that I almost quit.

Don’t get me wrong. It’s not that Zoho is hard to learn, but when a product has so many features and options that you can implement, it can be overwhelming to determine what is best for your company.

Fast forward to today

Now I am one of only 4 consultants in the US and 25 in the world on whom Zoho has conferred the title of Zoho Advanced Solutions Partner, acknowledging our in-depth and broad knowledge of the Zoho product lines. I present regularly at Zoho’s annual conferences. During the year they ask me to give technical webinars on their behalf. They’ve asked me to take over on some problem conversions from other CRMs to Zoho.

You know what all of this means? It means that if you hire me, I know the answer to your questions now (I don’t have to research it). My clients hire me now because I am good and I am fast.

What made the difference between that first year that I started working with Zoho when I felt like I was a failure as a consultant and people would never hire me again and today?

What do you think made the difference?

Certainly time and more client scenarios. Practice of course. But here’s what really made the difference.

I invested literally thousands of hours in doing my own testing on each and every Zoho option, so that I would understand how it worked. I spent year after frustrating year figuring out all of the Zoho options that are at my disposal. I traveled to India and spent a week learning from their product managers. I travel to their headquarters in California 3-4 times a year and talk with the management team and the president of Zoho. I’ve spent years mastering all things Zoho.

So we wrote the book

I have loved using all of the knowledge to help our clients, but I felt like I needed to do more. So, everything that I learned that made the difference between where I started out and where I am now I organized it and wrote the Zoho CRM Everyday QuickStudy Guide. It is the only book on the market written about and focusing exclusively on Zoho CRM, with sections for the end-user on normal, everyday use and sections for the administrator covering all of the Setup commands.

Since we did write the book on Zoho CRM, each team member is thoroughly versed in Zoho CRM intricacies and is ready to help you get started. Everything that made the difference between where I was and where I am – and where you are and where you want to be – is in this book.

You could skip reading the book

It’s true that some people don’t like to “read the book”, no problem. Because of the time that we spent in researching and writing the book, and keeping it up to date, we know how to do whatever it is that you want to do (or even if it is possible).

So now we have a staff to focus on building the same knowledge for the entire product line of over 35 integrated products. It’s a big task, but we are all committed to helping our clients get the most out of their investment. Book some time with us:

Susan Clark

Founder and CEO

Susan’s 30 years of sales/marketing experience have led her to believe that technology should support you (and not the other way around). Her focus is customizing software to reinforce corporate sales and marketing strategies. She is Zoho CRM and Creator Certified and also holds the status of a Zoho Advanced Solution Partner (bestowed on less than 30 consultants worldwide).

Scott Holmes

CRM Consultant & Application Development

Scott has worked for the company since 1989. He has extensive experience in working with all types of businesses in implementing their CRM. His expertise is in converting particularly difficult databases from other CRMs so that they can be migrated to Zoho. He has developed quite a few third-party software apps. He is Zoho Creator Certified.

Ginger Ney

Senior CRM Consultant

Ginger has been with the company since 1998. She is your first line of technical support. She has extensive experience in several CRM softwares and a keen understanding of many of the integrations involved. She is QuickBooks Certified and has experience in converting clients to Zoho Books.