It is possible to try and adapt to a new CRM system on your own through education, trial and error. However, that may not be your best business decision. The learning curve for any CRM is initially very steep, and an expert can help streamline the process and get you up-and-running successfully far quicker than you will manage on your own. Lost time and effort moving sideways and not fully knowing a product’s capabilities can hurt your implementation in the long run. This not only can lead to inefficiency, but problems that will cost even more to fix at a later date.
A solid Zoho CRM Consultant like Mark and and his team at BoosterCRM can not only help you avoid problems and get you up to speed, but they can make suggestions for integration and implementation that you may not have considered based on experience with the package and other clients. What may initially seem expensive in consulting fees can save far more in return on investment and can be the difference between a failed implementation and a hugely successful one.