Just wrapping up my Zoho One trial. I believe it can eventually replace about 6-7 different applications we are running with various vendors. I believe we are gonna start with CRM. We have about 12 people we are moving onto it company-wide. It’s a sizable project. Do I hire some help or try to get it done ourselves with Zoho support?
Depends on the structure of the spreadsheet. It’s not too hard to import from a spreadsheet unless the info is a little mixed. I have a training process on how to import from a spreadsheet though.
Full Process: https://pnuk.co/ZCRMimport
If you are wary though it may be well to get a pro to help you do it right 1st time.