How to Become a Zoho Consultant

10 January 2023

So, you jumped on the Zoho wagon to save yourself and your team time, money, and some sanity.

Learning the nuances of Zoho can be a journey of its own, but the more you learn how to navigate the platform, the more you’ll be forever convinced of its stellar magic. 

Streamlining your systems hasn’t just boosted your revenue, but helped you track leads, and nail your marketing efforts–you’re finding you have more time to monetize your expertise! Becoming a Zoho consultant not only keeps you in the rhythm of the platform but helps you pave a unique career path with a skill set that companies need.

Zoho Consultant

The Perks of Being a Certified Zoho Consultant

Automation is here to stay.

Companies are relying more on CRM platforms than ever before and it’s no wonder. They’re incredibly effective in saving businesses valuable resources (i.e. time, overall operations budget, training expenses, and the list truly goes on for ages).

With the reliance on technology comes the necessity to be trained on how to use it!

Enter Zoho Consultant with superhero abilities and a kind smile.

In all seriousness, though, Zoho Consultants are in demand, making it a lucrative career. If you’re really into the benefits of using Zoho, have a knack for tech, and enjoy helping people succeed, you’re going to enjoy the consultancy life.

How does someone become a Zoho Consultant?

Like the last season of Game of Thrones, we can’t leave you confused and disappointed (we’re still haunted by it).

Here’s how to become a Zoho Consultant in a few simple steps!

Join Zoho Expert Bootcamp by The Workflow Academy

Our friends over at The Workflow Academy have put together a brilliant online course for those interested in chartering the waters as Zoho consultants. They’ve been in the game for a long time and have put together incredible all-inclusive training to get you to an expert level in just two months!

They pitch the course perfectly:

“Our 2-month Zoho Expert Bootcamp is the world’s foremost Zoho career training – widely recognized as being the best way to “jump-start” someone’s Zoho expertise and make them rapidly useful as a Zoho Admin / Architect/ Developer.”

Know Your End Goal as a Zoho Consultant

The best bit of TWA’s (we’re on an acronym basis), is their training is fully customizable to your unique needs and career goals. This means you’re not paying for information you don’t need. It isn’t a cookie-cutter approach to Zoho training.

As you already know, Zoho has so many integrations and we’ve rarely seen a business that uses the platform in the same exact way. The Workflow Academy will help you decide which courses align with your end goal.

Work your way through these prompts to begin setting your goals:

  • What is my monthly revenue goal?
  • How can I use the contacts I already have to get my first client?
  • Which areas of the platform do I most enjoy?
  • Do I want to work solo or join an agency?

These answers may change once you begin the course, but it’s good to have an idea of where you want to land once you get certified.

Here are the paths TWA has on offer:

Zoho Consultant

Take a peek at their full menu of curriculum options here.

Are you ready to jump in and get started on your path to becoming a Zoho Consultant? Get in touch with the TWA team here.

You can branch out on your own as a consultant or choose to join an agency. Freelancing as a Zoho Consultant is always an option, too. 

Setting goals for how and when you want to work as a consultant will help you narrow down your search.

We recommend building your portfolio and gathering testimonials from satisfied clients before branching out on your own. Having a robust folder of case studies will allow you to garner more leads and get the ball rolling if you decide to open an agency of your own one day.

We’re always fans of networking! Stay in touch with The Workflow Academy after your certification and reach out to us anytime. We are happy to answer questions, make introductions to others in the business, and cheer you on. 

Zoho Consultant roles haven’t become overly saturated in the wider market…yet. It’s prime time to jump into this lucrative career option!

Zoho Consultant

Key Takeaways

Training to be a certified Zoho Consultant is a great career path (we may be biased) and is rewarding. 

If you’re just getting started with Zoho, be sure to read our other blog post about The Workflow Academy. 

Maybe you’re new here (welcome!) and wonder if Zoho is right for your business. Go start a free trial and take it for a spin. You won’t be disappointed!

Here are a few bonus nuggets to add to your reading list:

If you don’t have the time to spare or have zero interest in being a Zoho Consultant, get in touch with our team. We’ll help you with integration and support!

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