Soft Skills
• Together, we'll take your business to the cloud


Zoho Work Online

Sales Organizations are by their nature highly mobile, widely dispersed, working from home or remote offices, often worldwide, and they want to use their own devices. Within an organization, they're the perfect team to move to the Cloud. The data to which they have access should be on a 'need to know' basis, protected and confidential. You should be able to add new users in minutes, not days. And you should be able to cut them off as easily, without fear that they'll leave with your data. They should be able to use laptops, tablets and their smartphones to get to their data. And you shouldn't need a high-paid CRM consultant on call every time you need to import a lead list, or do an email blast, or deal with a personnel change. We're well into the shift from On Premises, PC-era software, to Cloud-based, Software-as-a-Subscription model software. No longer do you need outside IT organizations with their Paid Managed Services plans, expensive new servers every five years, constant acquisition, imaging, distributing and repairing a fleet of laptop computers that seem to be more trouble than they're worth. ZohoCRM requires no downloads, no patches, no service packs, no hot fixes, runs on Macs and Windows and Chromebooks and iPads and iPhones and Android phones and tablets. Simply follow the link in the upper left, create yourself an account and you're ready to start using ZohoCRM. No credit card needed. And this isn't a 14 or 30 day trial - this is your ZohoCRM account. You'll wonder why you stayed with your old software for so long. ZohoCRM offers the most functionality for the lowest cost - believe me, I've been in this business for 20 years and it's the best value that I've found. Frankly, I don't want to be in the break-fix business, so a key requirement is that the software must be reliable. As an industry pioneer - ACT! partner (20 years), GoldMine partner (10 years) and MSCRM partner (8 years), I have the arrows in my back and the experience to make your switch smooth and painless.


The Lingo

On Premises - Software used to be sold on CDs or DVDs, later via download, but you still had to install it. That's called On Premises software, and it's from a bygone era - the PC-era.

SaaS - Today, software is developed to run in your browser, from the Cloud, and if you can subscribe to it and use it immediately, then it's not just Cloud, but Software-as-a-Service or Software-as-a-Subscription, or SaaS for short, pronounced sass(y).

BYOD means 'Bring Your Own Device' - the growing shift in strategy & policy at many companies to allow employees to use their own SmartPhones, Tablets and Laptops.

The Zoho Suite of Applications

Zoho isn't just CRM, it's actually the lynchpin in the Zoho portfolio of 28+ Cloud applications, including Project Management, Invoicing, Spreadsheet, Word Processing, Cloud File Storage and more. Start with ZohoCRM, add more as you need them, knowing they work together seamlessly. And Zoho is adding new solutions every day like Zoho Campaigns for Email Marketing, Zoho Survey, Zoho Pulse & Zoho Vault - the Password Manager.


Why SaaS & Cloud?

Cloud & SaaS are not a passing fad. After spending recent years doing break-fix, I felt there had to be a better way. Users were spending too much time battling their software, with errors, and quirky behavior and too many features and relentless pressure to upgrade every year. The Contact Managerthat I used to represent released a new version every September, and then followed that with 7 or more critical updates over the next 12 months. Customers paid me to fix and maintain the software. SaaS solutions are always up to date, and always the latest version, because the vendor takes care of all of that. They apply patches off-hours so you're always working with reliable, up-to-date software.

Being Mobile

Are you away from your office frequently? Do you have your data with you everywhere you go?  On your device? Or is that additional cost, more setup, and more points of failure? Are you limited to what the vendor supports? SaaS solutions are designed to run on all major hardware, including Windows, Mac, iPads, iPhones, Droid phones and tablets, and Chromebooks.  The device no longer matters - buy what you want, not what the vendor supports.