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?
Setup an appointment to talk with us using the link below.
o Recording more YouTube videos on Zoho
o Working on Zoho One book to cover 40+ products. This will take the whole team & may take a while.
o Writing more Email tips
o Making more space for family and friends
What we’re working on now
5/19/21- CSI is joining Catalyst Connect for another session in their Zoho Partner Through Leadership Series. This webinar, How to Setup and Manage Client Communication Channels, we will discuss how to setup and manage communication channels with clients to facilitate effective project management and collaborative work. Join the live panel on Tuesday, May 25th at 10 am PST in collaboration with Catalyst Connect and Nimbis Designs.
4/12/21 – Susan participated in the first installment in the Zoho Partner Thought Leadership Series. This webinar, How to Achieve Successful Zoho Implementation Through Business Process Analysis, featuring panelists John-Mark Bantock of Catalyst Connect, Susan Clark of Cornerstone Solutions, Brett Martin of Zenatta, and Vinu Rajendran of Nimbis Designs, is now available to watch on-demand. The webinar slides can be viewed here. Please feel free to send the link to any colleagues or friends that you think may find this webinar valuable.
If you would like to book a Partner Synergy Call with Terra, click here. Be on the lookout for more information coming soon on our next webinar.
1/2021 – We started off our new year hiring another consultant to add to the CSI Team! Join us in welcoming Alex Vaz, you can learn more about what he brings to the team here.
8/2020 – Susan was invited to present the Integrating Sales and Finance in the Cloud webinar! For those of you that might have missed it, you can watch the playback here.
This month we also welcomed Faryal Khan to the CSI team! Learn more about her here.
5/3/20 – A new client from California has us working on an extensive project that utilizes the Workdrive and CRM connection to attach images to client records.
3/27/20 – We’ve been working with a large national client to roll out Zoho One training to each of their regions around the United States.
2/20/20 – Working with a new client has us looking into, testing, and researching the abilities of FormStack and how that fits into the Zoho world.
12/6/19 – We’ve been introducing our new Office Manager, Cristina, and familiarizing her with our current accounts, getting her settled in with the team. Once she’s settled in we will be announcing more exciting new things to come.
9/5 – Been a busy summer. Just coming out of floods in Houston. Fortunately, no one on staff or our families were affected, so we have been quite blessed. We are looking forward to traveling to Chennai in October to work with Zoho Team members on the new Zoho One product line.
5/16 – Spending the week at Zoho CRM annual conference. My favorite part is meeting and catching up with Zoho product experts.
4/18 – Back to working with clients on some amazing new projects. Zoho ONE is trending so quickly in our business.
4/8 – Zoho Community MVPs for the year 2019-20. At the annual 2019 Zoho software conference held in Austin TX with close to 2000 users in attendance, Susan Clark was selected as the MVP (most valuable partner) for 2019.
“The award is given in recognition of her leadership, a strong sense of community and a willingness to help demonstrated by her active YouTube channel, her blogs written on Zoho products, her presentations at previous conferences and on Zoho sponsored webinars. More importantly she is active in leading both the Dallas and Houston Zoho User Groups. She continuously engages with Zoho product teams by testing beta products, submitting ideas, bugs, solutions, and more. She has proven her product expertise with the publication of her Zoho CRM book “Zoho CRM QuickStudy Guide”. The MVP award is given to partners who gladly share their knowledge with peers, who accelerate participation within the community, and who champion Zoho. Weare glad to honor Susan Clark with this award.”
4/5 – Spent the week converting several ACT databases into Zoho. Also focusing on created complicated Reports and Dashboards using Zoho Advanced Analytics. Then we can display the dashboard inside of Zoho CRM. So cool.
We are excited about going to the annual Zoholics conference next week in Austin. About 2,000 are expected to attend. Hope to see some of my clients and friends there.
3/30 – We are diligently working on our next book, the Zoho ONE QuickStudy Guide. We’ve completed chapters for over 20 of the products. Getting close. Zoho recently featured us in one of their videos. The original interview video was shot over a year ago while I was visiting their Chenail India office, but still it explains why we love working with Zoho.
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.