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5 Things To Consider When You Need A ZOHO Consultant
18 November, 2020
ZOHO Consultant

If you are considering a first-time implementation or are experiencing frustrations with your existing ZOHO CRM, it’s probably consuming more time than you would like and not the only thing on your plate. Hiring a ZOHO Consultant is an excellent way to save you some time and either move forward with a ZOHO CRM implementation or solve the existing problems you are experiencing. Here are five things to consider when you need a ZOHO Consultant.

What You Should Look for In A ZOHO Consultant 

In order to get the most out of ZOHO CRM and have a smooth implementation process, work with a consultant from a company that is approved in ZOHO’s Partner Program. ZOHO Consultant Partners have been trained by ZOHO to sell, manage, and implement ZOHO solutions. Catalyst Connect is a Premium ZOHO Partner and can provide training and ongoing support. 

Consider a ZOHO Consultant that will provide you with a detailed blueprint of how they plan to implement your ZOHO solution. You can also request this if you already use ZOHO CRM, but are experiencing difficulties that you need to correct. Seeing an analysis overview of your solution will help show you how it will integrate with and improve your business. 

Ask a potential ZOHO Consultant if they can provide examples of implementations or success stories of how other businesses similar to yours implemented ZOHO CRM or an entire solution. Reviewing a ZOHO plan that works might help you discover additional ways you could be using the software and increase your comfort level as you embark on implementation.

Another question to ask is what the ZOHO Consultant offers after the implementation and initial training are complete. A ZOHO Partner company, like Catalyst Connect, will be there for you to provide ongoing training and support if needed. You’ll save time by continuing to work with someone who knows your business and customized ZOHO solution well. 

How Well Do You Expect A ZOHO Consultant To Know Your Business?

ZOHO solutions are highly customizable. You may be thinking of using ZOHO just for CRM, but did you know ZOHO has a bundle that offers a complete Human Resources platform? This is just one example of the many ways ZOHO has developed products and bundles for your business. Being knowledgeable about your business and all the solutions ZOHO software offers are key criteria for a ZOHO Consultant to provide the best and most comprehensive solution possible.

When a ZOHO Consultant from Catalyst Connect partners with you, we will take the time to learn your business and know your pain points. By developing this understanding, we can recommend a customized solution that will ensure you receive the best return on your investment.  

Rely on your Catalyst Connect ZOHO consultant to be the expert that knows all the layers of ZOHO CRM customization and how to put them to work for your business. A Catalyst Connect ZOHO consultant has an entire team of expert developers and industry leaders behind us to help create a cost-effective and successful ZOHO CRM strategy.  

Any software implementation is an investment of time and money. When considering a ZOHO Consultant, choose one from a company that has the experience to ensure your ZOHO CRM project will accomplish your goals and be worth the money spent. 

If You Currently Have ZOHO CRM: What Isn’t Working Well And What Do You Wish It Could Do?

Difficulties with ZOHO CRM can be frustrating and time-consuming. Take some time to learn about the problems your business is experiencing through your staff’s eyes. Passing on this information to the ZOHO Consultant will save time. It can also help drill down to the core solutions needed. 

But take it a step further. Discuss with your ZOHO Consultant general areas of your business you would like to improve upon. For example, maybe you have silos of departments in your organization that aren’t communicating well. ZOHO has solutions that can help streamline communications and break down those silos. This is just one example of solutions your ZOHO Consultant may be able to provide that you didn’t expect.

A knowledgeable ZOHO Consultant will help show you ways you can scale up to  ZOHO solutions that streamline and improve your business operations across the spectrum.   

ZOHO Consultant

If You Are Implementing ZOHO CRM for the First Time: What Obstacles Do You Anticipate? 

No one knows your business or staff better than you do. You might suspect your sales force will be reluctant at first to embrace the ZOHO CRM software. Maybe you worry that your technical team doesn’t have the skills to support ZOHO CRM.  

You can discuss all of this with your ZOHO Consultant from Catalyst Connect. We can also provide a training plan to address potential obstacles. In addition to providing excellent training for all departments, Catalyst Connect can provide ongoing technical support. You can use this as a backup for your existing technical team as they grow their ZOHO CRM knowledge base.

How Could A Web Interface with ZOHO CRM Help Your Business?  

Catalyst Connect can create a private customer web portal. This will be designed specifically for your business to interact with ZOHO CRM. This can be an invaluable tool for both you and the users. A customer portal is a secure website that gives your customers access to account-specific information 24/7. 

Consider what type of customer information you could add to a secure web portal or what user information you would like to collect. That is just a start, though. There are numerous ways Catalyst Connect can design a web portal with ZOHO solutions. These solutions can help improve communications with your customers.

For more information on how a ZOHO Consultant from Catalyst Connect can help you, contact us today. 

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