Professional Overview
Susan Clark is the Founder and CEO of Cornerstone Solutions, Inc., headquartered in Houston, Texas. She possesses over 30 years of experience in sales and marketing with a strong focus on implementing technology solutions that support and enhance business processes rather than complicate them. Her specialty lies in customizing CRM and business software, extensively leveraging Zoho products to reinforce corporate sales and marketing strategies.
Susan is recognized as one of a very small elite group globally, holding the prestigious status of a Zoho Advanced Solutions Provider—one of only 4 people in the United States and approximately 20 worldwide to attain this level. This designation reflects her deep expertise across most Zoho product lines, including database design, security, workflows, reports, dashboards, and cloud application development.
Role and Responsibilities
At Cornerstone Solutions, Inc., Susan leads a boutique consultancy that focuses on:
- Helping clients define and document existing business processes and procedures
- Designing and customizing Zoho databases and business applications to tightly align with those documented processes
- Delivering tailored CRM implementations that enhance client productivity and operational effectiveness
- Providing training, migration services from legacy systems, and integration with third-party applications
- Offering consulting on best practices in CRM adoption, security, change management, analytics, file management, and project management
She is also deeply engaged with the Zoho corporate ecosystem, having participated multiple times in Zoho Global Partner Summits in India, fostering ongoing relationships with product managers and leadership such as Sridhar Vembu. These interactions ensure she remains current on Zoho’s future product roadmaps and innovations.
Certifications and Honors
- Zoho Advanced Solutions Provider (April 2014)
- Zoho Creator Certified Consultant (February 2015)
- Zoho Certified Consultant
- Gold Drip Marketing Certified Consultant (Swiftpage)
- Author of multiple highly regarded QuickStudy Guides:
- Zoho CRM Everyday QuickStudy Guide (2016) – covers end-user and administrator instruction on Zoho CRM
- Zoho ONE QuickStudy Guide (2023)
- The Official ACT! QuickStudy Guide (September 2012) – used for training and reference on ACT! CRM systems
Publications and Thought Leadership
Susan has authored several comprehensive guides that underline her expertise in practical CRM usage and administration, focusing specifically on Zoho and ACT! platforms. These guides are widely available through Amazon and serve as trusted reference materials in classroom and professional settings.
Additionally, Susan regularly shares insights through public speaking engagements, webinars, and interviews, including a featured interview on SmallBizTrends and participation as an MVP partner at the 2019 Zoho software conference in Austin, TX. Her online presence is leveraged to educate small to mid-sized businesses on selecting, implementing, and optimizing CRM and related business technology.
Client Impact and Testimonials
Clients and partners consistently commend Susan for her ability to execute seamless CRM transitions, as demonstrated in testimonials highlighting her work migrating clients from legacy CRM systems (e.g., ACT!) to Zoho with minimal disruption and high value delivery. Her approach emphasizes simplifying software adoption to increase user engagement and business return on investment.
Company and Market Position
Cornerstone Solutions, Inc. operates as a boutique, specialized consultancy focused solely on Zoho implementation and customization. This niche positioning, combined with Susan’s recognized status within the Zoho ecosystem, establishes the company as a leading Zoho partner in the United States. Its services address critical challenges in database and CRM adoption faced by small and mid-sized enterprises, emphasizing operational alignment and efficiency.
Location and Educational Background
- Based in Houston, Texas, United States
- Alumna of the University of Houston (MBA, 1981–1984)
- Holds earlier educational experience in Public Relations from an institution abbreviated as UK (1969–1973)
Social and Professional Network
- Active LinkedIn presence with over 4,000 followers and 500+ connections
- Engages continuously with Zoho's community and corporate events
- Shares frequent updates about partnership developments, product news, and industry trends
This profile consolidates Susan Clark’s extensive expertise in CRM systems, particularly Zoho, her leadership at Cornerstone Solutions, and her influential role as an author and recognized Zoho Advanced Solutions Provider. Her deep experience with CRM strategy, implementation, and client-focused customization positions her as a critical resource in the technology-driven business solutions space.
