- Customer
- Partners/ Designers
Hello there!
Thank you for visiting the Zoho Certified Canvas Designers website. If you're here, you're probably interested in working with one of our designers to implement Canvas for your Zoho CRM account. Our certified designers will negotiate with you independently to design and implement Canvas for your business.
Here are a few things to keep in mind when working with designers.
1. What is the Certified Canvas Designers Program?
The Certified Canvas Designers Program is a marketplace where you can find a list of designers to help develop Canvas templates for your business. The objective of this program is to offer you a personalized user experience.
Zoho CRM offers several predefined templates to help you get started. However, if you're looking for more customization and complex conditional layouts, you can reach out to any of our certified designers. They will help you design and implement Canvas to meet your needs.
2. Where can I find a list of all the Certified Canvas Designers?
You may already be reading this on one of our sites which has a list of designers. If not, you can find the list at: www.zoho.com/canvas/certified-designers/
3. Why do I need help implementing Canvas?
To help you get started, we offer you several predesigned templates, and you use those or build your own designs in Canvas. However, if you have more complex or unique business requirements, you may want help from an expert designer to customize Canvas to exactly suit your company's needs.
During Canvas implementation, our certified designers will work with you to understand your requirements, then design CRM UI to meet those requirements, and finally implement their design. Some designers can also help you with integrating third-party apps, workflow automation, custom module, user training, and other related services.
4. Will Zoho be involved in the implementation?
Zoho's involvement in the implementation is limited to offering support for any product-related issues. Zoho will not play any role in the project implementation or the project's financial terms. You are free to negotiate directly with the designers and plan your Canvas implementation projects without involvement from Zoho.
5. How can a Certified Canvas Designer help me?
Certified Canvas Designers are selected based on their design skills, product expertise, resources, and customer recommendations. The designers have experience in handling medium-to-large-scale projects in a range of different industries. They can help you create Canvas templates that suit your business processes, industry needs, and team preferences.
6. How should I find and evaluate a Certified Designer?
There are a few ways you can identify the right designer for you. Here are some of the details listed in the designer pages that can help you evaluate them.
Geographical location: This tells you where the designers are located. If you need local assistance, you'll want to choose a designer based on their location and availability to cater to you locally. Local designers are likely to be experienced in local business practices and have locally relevant language skills. If you don't need local assistance, you can also choose to work with any of our designers remotely.
Expertise: This displays designer-specific product expertise. For example, a designer who lists 'Implementation' as their product expertise will be able to help you implement your CRM project,s from scope assessment to development, training, and continuous improvement.
Customer testimonials: Testimonials from real customers validate the designer's knowledge and ability to handle a project. This is a great parameter to identify designers you'd like to work with. We also recommend calling and interviewing designers before you commit to a project so you can make an informed decision.
Canvas template designs: Our designers have provided some sample designs to help you evaluate their design skills and styles. You can work with designers to recreate or adapt a template you see on their profile, or ask them to create something new just for you.
7. How should I work with a certified designer?
After you've identified the right designer, we recommend a few steps for successful implementation.
1. Prepare a clear business requirement document and share it with your designer. It should explain the needs of your business and what you seek to accomplish through the implementation project. Our designers may also help you put this together based on the discussions you have.
2. Ensure the document states the following details: your business needs, the work required to implement the desired solution, the cost, timeline, payment schedules, and refund policy (if applicable) you agree to, and any other relevant details. It may also state how unplanned actions or additional scope will be addressed as the project evolves. Zoho will not be responsible for services delivered against any such contract.
3. Once the requirement document is in place, review it and have both parties sign it to ensure that you agree on the implementation plan and its terms. This is also a way to avoid potential deviations, or to allow for them, through addendums.
4. Before commencing the project, you must have a clear understanding of the cost. If you do not agree to a flat rate, ensure that you know how it will be calculated. Please note that the implementation fee is negotiated between the customer and the designer. Zoho is neither involved in either the contract or the implementation project. We also do not set fees or thresholds for partners or take any commission from them.
5. Once the implementation is complete, we recommend that you ask for a training session where the designer takes you through the entire implementation. This is good practice to check for any deviations from the SOW and have them fixed right away.
8. How can Zoho help?
Zoho will work with the designer on product-related queries or issues. We will also be able to guide designers through best practices while working on the implementation.
9. What if I face challenges while working with a designer?
For any concerns related to Zoho CRM, you can reach out to our team at support@zohocrm.com. Our team will review your feedback and provide a quick resolution.
Issues with the implementation, refund of implementation fee, or non-adherence to SOW should be taken up directly with the designer.
Hello!
Thank you for your interest in the Certified Canvas Designers Program for Zoho CRM. We have compiled answers to some of the most frequently asked questions about this program to help you understand it better. Please read these FAQs before applying to the program.
1. What is the Certified Canvas Designers Program for Zoho CRM?
The Certified Canvas Designers Program for Zoho CRM is a place where we showcase all certified Canvas Designers who can help customers develop and implement Canvas templates for their business.
2. Why did we set up this program?
One size doesn't fit all. Every business is different and has different needs. Zoho CRM offers customers several predesigned templates that they can use or they can build their own designs in Canvas. However, customers with more complex or unique business requirements may want help from an expert designer to customize Canvas to exactly suit their company's needs. That's where the Certified Canvas Designers can step in to help.
The objective of this program is to help our customers connect with designers who can offer them a personalized user experience and create Canvas views that meet their complex or unique business needs.
3. What are the eligibility criteria for this program?
Zoho Partners
- You must have at least three paid consulting customers who have purchased Zoho CRM licenses from you and paid for your consulting expertise.
- You must have designed at least three Canvas templates.
- You must have dedicated design and web development resources to take on implementation projects.
Others
- You must have designed at least three Canvas templates in Zoho CRM.
- You must demonstrate your canvas designs to the Zoho CRM team.
- You must have dedicated design and web development resources to take on implementation projects.
- You must have at least three paying customers who are using your web development/design services.
4. I'm new to Zoho CRM. How can I build Canvas templates?
Canvas is a no-code design platform available in Zoho CRM that allows you to redesign detail and list views. If you're new to Zoho CRM, please sign up for a free trial.
Canvas is available in four editions of Zoho CRM: Standard, Professional, Enterprise, and Ultimate. Here's a comparison of the number of Canvas templates that can be created in each edition.
To create and test out as many variations of the Canvas templates as possible, we suggest you sign up for the free trial of the Enterprise or Ultimate edition, which allow you to create 5 Canvas views per module and 25 Canvas views per module respectively.
5. Do I need to pay for Zoho CRM to try out Canvas?
No. We provide a 15-day free trial for Zoho CRM that can be customized to meet your needs. The trial is free for up to three users. During your trial period, you will be able to do everything you could do in the paid version of Zoho CRM.
To create a trial account, sign up on our Zoho CRM home page.
6. Where can I learn more about Canvas?
Here are some free self-learning resources to help you get started.
We also offer paid training sessions for Canvas onboarding. To request training, please write to us at training@zohocorp.com or register for a session with us here. Just scroll down to the Canvas onboarding section.
7. Will I be trained before applying to this program?
We have documented some self-help resources to help you understand and build Canvas templates. However, if you'd like to arrange an instructor-led training, you can write to us at training@zohocorp.com or register for a session here. Just scroll down to the Canvas onboarding section.
8. Who should I contact for training?
To request instructor-led training sessions, please write to us at training@zohocorp.com or register for a session here. Just scroll down to the Canvas onboarding section.
9. Is the training free or paid?
We offer two types of training: Free self-learning courses and paid instructor-led training sessions. To register for a free training session, click here and scroll down to the Canvas onboarding section.
10. Will Zoho help me with building Canvas templates?
Zoho will offer support for product-related issues. To request support, please write to us at support@zohocrm.com. We also offer paid training services to help you understand and build Canvas template designs. However, Zoho will not be directly involved in building Canvas templates.
11. What are the prerequisites to applying for this program?
Before applying, you must have the following details ready:
- A detailed company description (200–400 words)
- Your top 3 customers along with their company websites.
- Full screen images of Canvas template designs for the detail record view in Zoho CRM.
- Two customer testimonials or pieces of feedback received about your service.
12. How do I apply for this program?
If you'd like to be a part of this program, please fill out this application. You can also find the application link on our designers website.
When filling the form, please keep in mind that the more details you provide, the better we will be able to represent your experience and expertise on the designers website.
If you have questions regarding the program, you can write to us at canvas@zohocrm.com and we'll get back to you as soon as we can.
13. What happens after I submit the application?
Once we receive your application, it goes through a two-step review process: evaluating your Canvas template designs and validating your company information before it is approved or rejected.
Once your application is approved, we will create an initial draft of your designer page and share it with you for any changes. Once you have reviewed it and signed off on it, we then publish your designer page.
If your application is put on hold or rejected, you will receive an email with the reasons it is on hold or rejected and suggestions on what needs to be changed. You can send in a new application based on the suggestions and reapply to this program.
14. When will our designer page be published?
Once your application is approved, we will create an initial draft of your designer page and share it with you for any changes. Once you have reviewed it, we then publish your designer page approximately 5–7 days after your review.
15. How will I receive projects?
Zoho will only showcase your Canvas expertise and contact information on our designers website. We will not play any role in the implementation or financial terms. You are free to negotiate directly with customers and take on Canvas implementation projects.
Issues with the implementation, refund of implementation fee, or non-adherence to SOW should be taken up directly with the designer.
16. How should I engage with customers?
After a customer contacts you, we recommend a few steps for successful implementation.
1. Request a clear business requirements document that explains their business needs and what they want the implementation project to accomplish. You are also free to help them create a business requirement document based on the discussions you have.
To avoid any conflicts, we suggest you include the following details in the requirements document: their business needs, the work required to implement the desired solution, the cost, timeline, payment schedules, and refund policy (if applicable) you agree to, and any other relevant details. It may also state how unplanned actions or additional scope will be addressed as the project evolves. Zoho will not be responsible for services delivered against any such contract.
2. Once the requirement document is in place, review it and have both parties sign it to ensure that you agree on the implementation plan and its terms.
3. Please note that the implementation fee is negotiated between you and the customer. Zoho is involved in neither the contract nor the implementation project.
4. Once the implementation is complete, we suggest you take the customer through the entire implementation. This is good practice to check for any issues so you can fix them right away.