Turn CRM meta-data into .json and .csv files
- This includes
- Field Updates
Quickly find where fields are used
More complete backup (this information is not in a Zoho backup)
Debugging to find which template an email came from
Faster way to find fields trigger and multiple conditions within Workflows
Documenting a system
- Examples coming soon for
- How it works
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 – Jan/2019
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 – Nov/2018
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 – Sep/2018
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 – May/2018
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 – July/2018
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 – Jun/2018