To prepare for customizing Zoho CRM, we recommend you do the following:

1. Identify the problem or inefficiency that needs to be addressed.
2. Gather a cross-functional team of stakeholders to brainstorm solutions.
3. Break down the process into smaller, manageable steps.
4. Map out the process using a flowchart or diagram.
5. Identify any bottlenecks or roadblocks in the process.
6. Determine which steps can be automated or streamlined.
7. Consider implementing new solutions to improve the process.
8. Establish clear roles and responsibilities for each step in the process.
9. Set measurable goals and benchmarks for the process.
10. Regularly review and revise the process as needed to ensure efficiency and effectiveness.