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Logo for WebSales Design
Logo for WebSales Design
  • Home
  • Zoho One
  • Maximize Zoho
    • Maximize Zoho CRM
    • Zoho Creator Example
    • Zoho Sign Automation
    • Zoho Subscription Case Study
    • Zoho Sales Consulting Package
  • Zoho CRM Tools
  • Zoho Books/People
    • Zoho Financial Coaching
    • Zoho Books Consulting
    • Zoho People Consulting
    • Zoho People Leave Tracking
  • Blog
  • About
    • Contact
    • About Us
    • Zoho Sales Consulting Package
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Blog

HomeBlog

Blogs

  • Zoho
  • Zoho Analytics
  • Zoho Books
  • Zoho CRM
  • Zoho People

Using Multiple Companies in Zoho Books

20 April, 2023
multi-company-accounting1a
Accounting for multiple companies is easy with Zoho Books....
Read More

Candidate / Employee Onboarding

4 April, 2023
ob3
Zoho People Onboarding. Automate and simplify the process for Human Resources and Candidate/Employe...
Read More

Employee Leave Tracking

25 March, 2023
holiday1
Manage vacations, sick days, and other absences. ...
Read More

Management Analysis of Sales (P&L grouped by Categories)

12 October, 2022
how-to-write-a-report-760×406-1
Extract Sales Reports using Zoho Analytics, matching totals to the P&L to ensure accuracy....
Read More

Reduce Emails going to Spam Folder

29 October, 2020
Stop Email Going into Spam Folder
Reduce Zoho email going into Spam Folder. Use this free online tool to instantly know if you SPF is...
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Reduce State and Country Data Entry Errors in Zoho CRM

16 July, 2018
BadData
Reduce data entry errors for large lists. Exploring use of picklists, dependent picklists, text fie...
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Zoho Business Card Scanner

25 May, 2018
Zoho Business Card Scanner Program
Free app that scans business cards into Zoho CRM....
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Zoho CRM Import without Duplicates

20 February, 2018
Zoho CRM Import
Ways to avoid duplicates before bringing them into your CRM....
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Zoho CRM LinkedIn Options

27 December, 2017
zoho_linkedin
This blog will explore 3 ways to access LinkedIn data from within Zoho CRM....
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Zoho CRM Backup is not what you think

11 October, 2017
Close look at Zoho CRM Backup
Using a cloud application does not mean all your data and meta data is backed up for easy retrieval....
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Zoho CRM Deal Closing Date and Setting Default Dates

6 September, 2017
Deal Closing Date does not have to be mandatory and one way to set default dates. ...
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Testimonials

Complex CRM Requirements Made Easy

I’ve worked closely with Glenn for the past six months to develop an extremely unique CRM for my organization. One of the bigger challenges that my company has faced is that we are unlike any other organization, simply meaning that nearly everything being tracked needs to be customized to fit our complex needs. Glenn has helped bring us from literally nothing to a robust ZOHO CRM that fits the many obscurities we require. We are continually blown away at how far we’ve come in such a short period of time with Glenn’s help.
Glenn has been fantastic in developing my ZOHO skills so I am able to do some basic development on my own. However, when those times arrive when I’m in over my head or have simply run out of hours in the week, Glenn is ready to take over and finish what I had started. One of the greatest things I appreciate about Glenn is that he is always willing to meet me wherever I’m at, no matter how random my request might seem or unorganized my thoughts are. If I’m able to paint an end result for Glenn, it’s almost certain he’ll find a way to get me there. Finally, Glenn is always positive and friendly on the phone and always punctual for our meetings. I’m fortunate to continue working with Glenn and would recommend him to anyone who’s in need of a Zoho developer.
Phil, Development Manger

Accelerating Zoho Value

Prior to engaging Glenn, we struggled to find value in the Zoho programs due to our lack of understanding. Having engaged Glenn has allowed us to accelerate our understanding 100 fold. Glenn has great knowledge of the Zoho products and will certainly help you navigate the system beyond your expectations.

Chuck, Chief Sales Officer

Subject matter expertise and business acumen that inspires confidence

We are an early-stage, technology-based company. I’ve used Salesforce in past life, however, when seeking a sales and marketing automation solution, we investigated Zoho based on a recommendation from a close friend running a payroll and HR software business. We selected Zoho and though it is an excellent CRM solution, there are always going to be some challenges. We learned fast that support from the Zoho corporate folks presented an additional challenge. Fortunately, another business associate, also using Zoho, referred us to Glenn and Web Sales Design. That proved to be a godsend. We have no regrets having gone with Zoho – and Glenn is a huge part of that. Glenn is very responsive, patient, and resourceful. He brings subject matter expertise and business acumen that inspires confidence and adds value. And he does what he says he is going to do. The bottom line: Glenn has definitely shortened our Zoho learning curve, helped us to more quickly harness the power of Zoho, and made us more productive. He is a keeper! I recommend Glenn’s consulting services with only one reservation: As more people turn to Glenn to maximize their Zoho investment … we can’t afford to lose him!

Steve, Vice President of Sales & Marketing

Automation exactly what I envisioned

Our current automation is working amazingly now. It’s exactly the integration I envisioned between our asset management software and Zoho Invoice. Thank you very much for going above and beyond to make this work for us.

Jaye, Owner

Glenn got us where we needed in a short time

We have been using Zoho for quite awhile, but realized we were not using it to its full potential or the way we could use it.  We have not had great luck with the Zoho team in understanding them and reaching them.  After calls with Zoho, we were more confused.  One of my co-workers found Glenn, vetted him, and recommended we use him.  We worked with Glenn on our overall company Blueprints.  He talked us through how Zoho could work for us, how he could extract data, move data, organizing data, added modules, etc.  Basically, Glenn got us to the point that we needed to be in a short time.  He is fair on his time blocking and tracks all progress so you know exactly where you are on the project and spend.  We will use him again, and highly recommend him for your Zoho CRM processes.

Lynnea, Director of Operations

Extraordinary Service

Glenn from Web Sales Design was extraordinary in the service he provided our organization. Prior to us engaging in his services to revamp our Zoho CRM, Glenn took the time to have several phone calls and email communications to help our Organization understand how we would benefit from working with him and how he could help us achieve our end goal. We were able to provide details on what we were looking for with our Zoho CRM and he delivered all we asked for and then some. I would highly recommend having Glenn from Web Sales Design be your Zoho Subject Matter Expert!

Joanne, Account Manager

Technical and Business Processes applied to every Business Unit

I implemented Zoho CRM for my software company and have been the “super admin” for over ten years now. My goal was always to make our CRM system as easy for the user to get things done as possible. I am good at this kind of stuff and I automated almost all aspects of the system over the years. Recently we have had a lot of projects that needed deeper integration with our software platform and custom workflows that were beyond my abilities and we needed to find a Zoho consultant that not only had the technical skills required but had business process experience as well. Tall order, but after a few small projects with Web Sales Design it was clear that Glenn had these capabilities and more. Currently Glenn has done work for every business unit in the company and all of the managers he has worked with here have nothing but good things to say about his technical skills, work ethic and pleasant demeanor.

Adam, Founder

Referral Request and Response

Referral email request by Mike, President

I recently interviewed Glenn Shukster for a Zoho consulting role with our organization and really liked what I heard.
Before bringing him on, I did want to talk with current and past clients to see how you felt the relationship went. Could you provide feedback about your engagement with him, especially on the following items:
  • Communication
  • Efficiency (i.e. tasks took the time he said they would)
  • Strategic guidance vs tactical guidance
  • Any other items you feel would be helpful in evaluating Glenn’s work

Referral Response by Derek, President

We are a current customer and have been using his services since 2017.  As our business grew Glenn played a key role helping us with Zoho.
We keep him on a retainer and it has proven to be a great investment.
  • Communication
    • His communication skills are excellent and will always keep you informed on any project he is working on.
    • He has also led great CRM Sales training classes too.
  • Efficiency (i.e. tasks took the time he said they would)
    • This has never been a problem for Glenn.  He typically finishes any project ahead of time.
  • Strategic guidance vs tactical guidance
    • Once Glenn gets to understand how your business operates he will bring a great value with his guidance
  • Any other items you feel would be helpful in evaluating Glenn’s work
    • Like I said early, we have used and continue to use Glenn’s services. He understands Zoho and has proven to be a great asset to our team.

 

The above text is verbatim of what was emailed back and forth.

Invaluable asset for improving our use of Zoho

Glenn has been an invaluable asset in setting up, customizing, and improving our software, workflows, automation, and communication systems in Zoho. His expertise has helped us gain a better understanding of our business and its unique requirements. We are extremely grateful for his guidance as he navigates us through these important decisions. As we continue to grow and enhance our systems, we look forward to working together with Glenn. His contribution has been instrumental in improving our overall business operations.

Randy, Owner

Revolutionizing Our Operations Through Effective Automation Solutions

The work with which Glenn has assisted us has provided the capability to automate a substantial part of our operations. Being a smaller company(23 users), manpower has always been a constraint in our ability to grow while maintaining the same quality of professional service we’ve been providing for the last 20 years. Now, we’re not only able to dedicate more time to areas that require the human touch, increasing customer satisfaction across numerous interactions with our teams, but we also have a centralized database. This database has refined our efficiency across all operations and improved our ability to manage clients’ expectations, inter-departmental communications, and more. I could elaborate on the specifics of how this has propelled us to a new level of productivity, but suffice it to say that Glenn’s guidance has instilled in us the confidence to grow with minimal concern for things ‘falling through the cracks.

Adam, Product Manager

 

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  • Using Multiple Companies in Zoho Books
  • Candidate / Employee Onboarding
  • Employee Leave Tracking

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