Before you sign anything
10 Questions To Ask Before You Hire A Zoho Partner
Hundreds of Zoho "agencies" popped up almost overnight once the cloud wave hit. Some are excellent. Many aren't. Here are the ten questions worth asking any Zoho partner before you commit, and our honest answers to each one about ourselves.
01How long have you been a Zoho Partner?
Why ask: depth of experience takes years to build, not a weekend certification.
Our answer
We've been a certified Zoho Partner continuously since 2012. Over 12+ years we've watched the platform evolve from a handful of individual apps into the complete enterprise operating system it is today.
02How much of your own business actually runs on Zoho?
Why ask: if a consultancy tells you Zoho can run an entire enterprise but uses different tools for their own CRM, finance, or support, ask yourself why.
Our answer
100% of our daily operations run on Zoho, backed by Google Workspace redundancy so communication never goes down. We don't just build this for clients, we live in it ourselves.
03What Zoho-awarded credentials do you actually hold?
Why ask: you want your project built by people who aren't learning on your dime.
Our answer
Zoho Advanced Solution Provider (2014), Zoho Creator Certified Solution Provider (2016, following intensive face-to-face training at Zoho HQ), and among the first global Zoho One partners (2018).
04How often do you attend Zoholics and Zoho Partner Inspire?
Why ask: direct exposure to product roadmaps and Zoho's own leadership keeps a partner ahead of the curve rather than reacting to changes after the fact.
Our answer
We've attended Zoholics continuously since 2013 and regularly attend Zoho Partner Inspire. We were also hand-picked as one of just 20 global partners invited to the inaugural Partner Conference at Zoho's headquarters in Chennai.
05Do you have direct relationships with Zoho's team?
Why ask: when a rare bug appears or a complex custom feature is needed, a less experienced partner has to wait in a standard support queue like everyone else.
Our answer
After 10+ years in the ecosystem, we maintain direct lines to Zoho's Senior Management Team and Product Managers. When you have a complex challenge, we know exactly who to speak to.
06Who will actually be working on our project?
Why ask: plenty of agencies pitch you with senior directors, then quietly hand the build to junior offshore freelancers you'll never speak to.
Our answer
You work directly with named UK & Ireland specialists: Bill (strategy & operations), Helen (marketing strategy), Sarah (first-line support), and Ben (training & adoption), supported by Dino, our Chief Supervision Officer.
07Who designs our setup, a programmer or an operational strategist?
Why this trips up competitors: developers build technically impressive systems that create friction for the sales reps and operations staff who actually have to use them every day.
Our answer
Our builds are led by Bill Quinn, who brings over 30 years of hands-on sales, marketing, and operations experience, supported by Helen's marketing strategy background. We design for how your team actually works, not for what looks impressive in a demo.
08Will we be charged a fortune for minor tweaks after launch?
Why ask: traditional agencies often rely on change-request fees as a hidden revenue stream, so a simple tweak can come with a surprisingly large invoice.
Our answer
No. Our founding ethos is that a business should own its processes, not be held hostage by them, a lesson we learned the hard way from a £1,000 quote to change a single field, long before this company existed. We configure Zoho so your non-technical staff can make basic tweaks themselves, without a developer on retainer.
09Do you build proper training materials, or just hand us generic Zoho documentation?
Why ask: a system nobody's trained to use properly quietly reverts to spreadsheets within six months.
Our answer
We build custom videos, tailored training, and documentation specific to your setup when it's needed. Our Kings Secure Technologies case study is a good example: our ethos is building the skills in-house so your team can handle the majority of day-to-day tasks independently, not stay dependent on us for every small change. We've experimented with several ways to do this over the years too, from webinars to running our own Zoho user community, and we're always looking for better ways to get customers genuinely comfortable with the platform, not just shown it once.
10How do you handle strategy workshops and face-to-face training?
Why this trips up competitors: they either demand you cover significant travel costs to visit their office, or refuse to meet in person at all.
Our answer
We hire premier local workshop spaces right on your doorstep when face-to-face time is genuinely needed. You get in-person strategy sessions without either of us wasting a day travelling to reach them.
Ask us any of these yourself, on a call, no obligation.
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