A prospect called me this week. He had a ton of issues with his Zoho CRM usage and was looking for a Zoho Consultant. Apparently Zoho CRM had “lost things” including his notes from his old Act product. He found Zoho CRM to be “confusing” to the point where he didn’t even know how to add another user. He also felt he was paying too much based on some advertising he had recently seen. When I asked him who had helped him with his Zoho CRM implementation he proudly answered, “Me.”
As the saying goes, “He who is taught only by himself has a fool for a master.”
People reach out to me on almost a daily basis with their litany of issues. They generally finish by asking me my hourly rate; once I share it with them some people decide to forage ahead on their own. To me that means that they feel that their time has very little value as they are willing to continue to waste is going down rabbit holes. Conversely, I am often able to resolve issues in a very short period of time; my time is valuable and I know how to use it wisely.
What many people do not realize is an area matter expert has already seen the issues you are encountering; that’s called “expertise.”
Gary Klein wrote a great book entitled “Sources of Power.” In it he defined several patterns that experts possess:
- Patterns that novices don’t notice.
- Anomalies or events that didn’t happen, or events that violate expectations.
- The “big” picture.
- The way things work.
- Opportunists for improvisations.
- Events that already happened or will happen in the future.
- Subtle differences that are too small for novices to detect
These patterns really resonated with me. An expert sees “the big picture” and knows what will happen “if you click that button.” They know what things will work and what won’t work. Most importantly, they will save you hours of needless frustration.
Need help with your Zoho CRM installation? Drop me a line!
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