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 Tools, Contact Support, Chat with us. The Tech Support team usually responds to your live chat in less than a minute or two.When asking your questions, it is important to be as clear as possible and use Zoho terminology as much as you can.
- You can search for how to tips on YouTube or you can go straight to my channel:
- You could also check out our blog and 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: https://www.zcrmhelp.com/free-zoho-customizations/
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.