Zoho CRM Help

What to expect from our first call

1. You should have received a confirmation email that allows you to add our appointment to your calendar and contains a link to an online screen share and a phone number for our session (but you can also use your computer headset). This invite is not unique to your login, so feel free to share the link with others on your team that you would also like to be on the call.

2. The purpose of the Quick Marketing Chat is to find out if we are a good fit for each other. So before the call, it is a good idea to write down what problems you are looking to solve?

3. Watch the three short videos we made for you that answer common questions that we frequently get. Also, prior to our meeting, answer a few quick questions at the end of this page.

Video 1 – Who is Zoho?

Do you have questions about whether Zoho is the right choice? Watch this video we made for you that breaks down who Zoho really is:

Video 2 – Who is Cornerstone Solutions?

So once you’ve made a decision about going with Zoho, you need to select the right consultant. So we made a quick video about our capabilities.

Video 3 – Will Zoho work for us?

This is a common question that we get when prospects are trying to decide if Zoho can be customized to their needs.

4 – A few quick questions

Prior to our meeting, click the link below to answer a few quick questions so that we can make the most of our time.


Can’t wait to speak with you about how we can help you with Zoho. Hope you are excited as well.