I wanted to reach out for some guidance. I’m currently working as a business consultant, and our Chief Business Officer has asked me to assist the senior members with the reworking and ongoing management of our Zoho CRM. This is a big responsibility, and I’m eager to ensure that I do everything right.

Could anyone help me understand what steps I should take to effectively manage and optimize the CRM? I’m particularly interested in streamlining workflows, improving data organization, and ensuring that our CRM works seamlessly with our existing processes.

Additionally, I noticed there are two certifications available on the Zoho website—one for "CRM" and another for "CRM Developer." I want to make sure I choose the right path for my role. Would you recommend the standard CRM certification for someone like me, or should I look into the developer certification?

I’m excited to dive deeper into Zoho CRM, and I would really appreciate some expert advice.