FAQ

Our Frequently Asked Questions

Explore our frequently asked questions below.
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Frequently Asked Questions

Have some questions before you get started? Check out our FAQs below.

At Hero, we have a knack for combining a keen interest in business processes with technology and have a lot of expertise and experience in how to do that with Zoho. Our favorite projects tend to involve automation, integration and analytics. Basically, we like using automation to help you build systems that free up your team from repetitive or error prone tasks, provide a central hub that has a pulse on everything happening in sales, marketing and operations, and provide really useful insights that don’t involve anyone spending half their life wrangling a spreadsheet.

Len Kamerman started Hero in 2006, at the time supporting customers on one of the earliest CRM systems, called Act!. Over the years we’ve had experience with Act!, Microsoft Dynamics CRM, but once we found Zoho it wasn’t long before we were all in. Today, we support customers primarily across Canada and the United States and are all in on Zoho, usually with systems centred around Zoho CRM and/or Zoho Creator. Zoho has so much to offer at a really reasonable price that we bet the farm on it and haven’t looked back.

Most folks who deal with Zoho have a business and/or technical background. Our team definitely leans towards the technical end of the spectrum - the majority of our team has a background in software engineering, enabling us to really be able to tailor Zoho to our customers needs.

Currently, there are five of us full time and three part-time on staff.

We have customers across many different industries, the common thread is that they were either considering Zoho or looking to get more out of it, and they engaged with us to help them design, implement and support them on their system.

We tend to have a lot of B2B customers in service businesses, but range from wineries to industrial refrigeration to non-profits.

Work with Purpose - We work on projects as if our clients' businesses are our own, making recommendations and doing the work with determination so that they’ll see results that impact their lives and those of others around them.
Tackle the Challenge - When we put our minds to it, there’s very little that we can’t figure out how to do, even if it’s complicated or will involve a lot of effort. Where there’s a desired process and a strong business case, we’ll figure out how to make it happen.
Exceed Expectations - We don’t hesitate to go the extra mile to delight a client. We communicate clearly, document concisely, ask great questions and knock every challenge out of the park. Above all, we create systems that our clients wouldn’t want to do without.

We believe that the best results involve putting the necessary time and effort into the planning process to produce a solid system design that can then be implemented. For that reason, most of our projects involve two steps - discovery and system design, the result of which is a document we call a Playbook - essentially a blueprint for implementing Zoho for your business or a specific portion of it. From there, we work with you through implementation, building out the system according to that plan, training you and your team, and providing ongoing support.

There’s so much that can be done with Zoho that it’s almost always an iterative process. With all of the apps included in Zoho One, you really can run most if not all of your business on the Zoho platform.

We also provide ongoing support to our customers and one-off requests to build out dashboards, create workflow automation, integrate data across systems and many more ways.

We’re a small team, so our developers are also who are providing support. You’ll generally have a Client Success Specialist and/or a System Architect who know your system as well as one or more developers who are involved in building things out. If you have a request that requires specific knowledge, our first choice is to have the team who worked on it provide assistance.

Yes - we thrive on understanding what each customer needs and asking great questions to ensure that we can map your business processes and requirements to the Zoho platform. We’ve been working with Zoho for over 10 years and are all in on it. We get to work with a wide range of industries and have a knack for taking a keen interest in business processes combined with expertise and experience in what Zoho can do.

We provide access to a Project Dashboard or Client Dashboard which has a high level status of each piece of the project along with an expected due date. We also have regular check in calls to review requirements, present customized screens prior to scripting and workflow automation and to collect feedback on completed work.

We know the Zoho platform and help our customers set it up in the best way possible. From lead management to opportunity tracking to automating integration with third party systems, you can lean on us for a decade in experience building out systems on Zoho’s platform. Focus on your business by working with us to move faster on the systems you want to build that your business needs to scale.

CRM isn’t one size fits all and is highly, highly customizable. From adding custom fields and modules to track things for sales, marketing, and operations to building out actionable dashboards and creating time saving automations, we can create the CRM system that everyone loves to use and wonder how they did without.

We train our clients how to use the systems we build out and also provide training on custom tailored agendas for Zoho CRM, Analytics, and Campaigns. Whether you’re a VP of sales who wants to know how best to manage opportunities and create reports or the in house Zoho go to person who needs to learn the ins and outs of the backend user management and workflow automation, we can work with you to get you that knowledge quickly.

The majority of our team has a background in software engineering, and we can build just about anything on the Zoho platform. We build apps in Creator, widgets and all sorts of tools in CRM to give you the user interface you want, and all sorts of analytics and automated workflow between Zoho apps and third party systems.

Integration and automation is a specialty at Hero. We build integrations that make the impossibly time consuming things possible, reduce errors, save time, and do it in a way that is reportable so that you can build analytics that answer questions and help you fine tune your business at each point of leverage.

Zoho is a comprehensive suite of cloud-based software applications designed to help businesses streamline their operations and enhance productivity. It encompasses a wide range of tools for tasks like customer relationship management, project management, email marketing, and more, making it a versatile solution for businesses of all sizes seeking to manage various aspects of their operations efficiently. Zoho's user-friendly interface and scalability make it a popular choice among organizations looking to optimize their workflow and digital presence.

Zoho’s most popular apps are Zoho CRM and Zoho Creator, followed by Zoho’s business intelligence tool, Analytics.

Zoho CRM is the hub of most Zoho systems, integrating with other Zoho apps and providing a centralized view of sales and operations as it relates to each customer. You can see leads through to customers, provide ongoing support and customer service, and build out your operations so that things flow cohesively from sale to delivery.

Zoho Creator is Zoho’s “low code” app creation system. If you’ve been doing crazy things with spreadsheets it may be time to put Creator in place. You can create different types of records, color code, add buttons, send emails, build reports and so much more - and as you build for web it’s instantly available in a mobile friendly format in a native app.

Zoho Analytics works with many Zoho apps including both CRM and Creator, Zoho’s Finance suite, email marketing, and other pieces of the platform. It can also pull data from many external sources into one place which allows for combined reporting. We use it to build everything from sales reporting to workforce forecasting to commission calculations and create it on standalone dashboards, emailed reports, and embedded within other Zoho apps like CRM.

To get started with Zoho, we recommend setting up a trial. If you’re specifically looking at CRM, choose that - or if you’re looking at multiple apps and how they can work together, take a 30 day trial of Zoho One for a spin.

If you’d like to discuss how we can help with your implementation, please get in touch.

Our Frequently Asked Questions

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