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.
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. Two of us on staff are also Zoho ONE certified. 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 us, we know the answer to your questions now (we don’t have to research it). Our clients hire us now because we are good and we are fast.
What do you think made the difference?
Certainly time and more client scenarios. Practice of course. But here’s what really made the difference.
We invested literally thousands of hours in doing our own testing on each and every Zoho option, so that we would understand how it worked. We spent time figuring out all of the Zoho options that are at our disposal. We traveled to India multiple times and spent time learning from their product managers. We travel to their headquarters in California and to their offices in Texas several times a year and talk with the management team and the president of Zoho. We’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 we needed to do more. So, everything that we learned that made the difference between where I started out and where we are now, we 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 (and we update it frequently throughout the year), 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 we are – and where you are and where you want to be – is in this book.
But wait, 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), and working with the thousands of clients in different industries and of different sizes, we know how to do whatever it is that you want to do (or even if it is possible).
So now we are focused on building the same knowledge for the entire product line of over 40 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:
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) and Zoho ONE Certified.
Zoho ONE Certified
Gordon is Zoho ONE Certified (one of only 80 in the world). His expertise is in database design and project implementation, with emphasis on designing and implementing complicated workflows and blueprints. His background in research and profiling has greatly influenced his ability to see the whole picture for your business prior to deploying your project. His high level of patience makes him an excellent trainer.
Uma has been working with the company since 2015. She is our expert in creating custom functions and associated workflows, not only in CRM, but also in the other Zoho apps. She has extensive experience in several CRM softwares and a keen understanding of many of the integrations involved. She also manages our Zoho Creator projects.
David DeShurley has worked with Cornerstone since 2005 and is in charge of our bookkeeping and general daily office issues.