Creating Your High-Level Zoho Plan

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Finding Your Pain Points

Creating Your High-Level Zoho Plan “The Brain Dump” Our Example Project: Affluence Financial Planning Sales and Marketing Engine Finding Your Pain Points

Particular areas to pay attention to:

  • Data collection
  • Lead/prospect follow up
  • Automating repetitive processes
  • Data organization and structure
  • Intuitive (or lack of) software processes
  • Data visualization and reporting
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Creating Your High-Level Zoho Plan “The Brain Dump” Our Example Project: Affluence Financial Planning Sales and Marketing Engine Finding Your Pain Points
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