Customer Spotlight: From “A La Carte” Experience to a Zoho Buffet

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A1A1 Energy, an energy consulting firm, first opened its doors just over a decade ago. “We were selling energy efficiency before it was cool to be energy efficient,” Jon Porreca said.

Porreca is one member of a small, family-centric staff that manages the day-to-day administrative operations in Lancaster, Pennsylvania, a town roughly 80 miles west of Philadelphia. A1 Energy partners with contractors to assist governmental agencies, industrial, and commercial clients in maximizing their energy efficiency.

“When the go-green movement hit that really helped the energy industry, and it helped our business grow,” he said. “We got our start with coordinating the installation of high-bay industrial lighting systems, and to this day, lighting is still a lot of what we do.”

For a lot of small, family-owned businesses, effective communication and streamlined project management are vital to success. Every penny spent on a time-saving office suite or on CRM technology needs to generate healthy return and aid in the overall growth of the business.

“We weren’t the most tech savvy back when we started,”  Porreca said.”We didn’t even have something as simple as Excel spreadsheets to track anything. Each person had their own system that they used, but there was no repository to keep and to share information.  Eventually our business grew to the point where we needed to make a change in our processes. Read more

Wine, chocolate and data.

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This is a guest post by Stephanie Martin, CEO of Exigo Group, one of the valuable partners of Zoho. Steph is based in Orange County, CA with her continuously increasing pack of rescued Boxers (current count is 3).

Successful sales and marketing professionals need data to drive more business. They are always on the lookout for the best companies to target and in search of the right people to reach out to.

They try hard to know who’s who, who is an influencer, who is a decision maker, who left the company, and who just joined or got promoted. They want to know the latest and greatest about new prospects so they can launch awesome campaigns and come up with a timely proposal that resonates. Sales and marketing pros want to relate to their prospects on a personal level; they want to break the ice.

Capture integration

So they turn to a myriad of resources to get data and then use it in context to drive their business. Their success hinges on data – its readiness, its taste and freshness. Very much like wine and chocolate.

But how are wine and chocolate consumed? How are they processed and delivered?

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Customer Spotlight: Zoho CRM edges out Salesforce and Microsoft, brings big success to Universal Financial Consultants

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UFC logoWhen important sales data began falling through the cracks in 2011, Universal Financial Consultants (UFC) knew they needed to find a new way to manage their sales pipeline.

“In order to continually improve, we measure the activity of our salespeople on a frequent basis and monitor the business that we are able to broker with our agents,” said Operations Director Natalie Vasacas. “Up until 2011 we were trying to keep track of this data with Google Docs and Excel spreadsheets, (but) we struggled because we had no viable way to update the most important information. We knew something had to change.”

So, UFC, based in Clearwater, Florida, and one of the largest brokerage general agencies in the country, explored the CRM options on the market. The platform needed to be straightforward, easy to use, and one that the sales team could adopt without an arduous training process.

We looked at everything, from Salesforce to Redtail, and initially decided to go with an internal recommendation (because) the vendor of our agency management system was developing a CRM with Microsoft Dynamic,” she said. “In the beginning, we made a decision to try their system, as it integrated with  what we were already using, (but) we soon discovered this choice was a big mistake. Read more

It’s been a decade of awesomeness, but the best is yet to come.

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New Year 2016

We started 2015 on a high note with our 10 free users campaign to commemorate our 10-year anniversary celebration. The festivities continued throughout the year with a number of new and amazing developments including the following:

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1) Ranked as a ‘Leader’ on G2Crowd: We’ve always tried our best to give you an amazing CRM experience. Thanks to our customers who recognized our efforts and ranked us as a leader in the CRM category alongside Salesforce, Microsoft, Oracle and several other vendors worldwide.

2) Zoho CRM for RingCentral: Our new integration with RingCentral lets you engage with customers by receiving phone calls alongside contextual info within Zoho CRM. With single-click dialing, screen pop-ups for incoming calls, and automatic call logging, you can manage all call-related activities.

 3) Sales gamification powered by Zoho Motivator: A gamification solution that works with Zoho CRM, Zoho Motivator is an insight-oriented tool that helps sales teams  boost revenue while having more fun. Use contests, TV leaderboards, and scorecards with your sales team and watch your numbers climb.

View our complete list of updates here.

Since our inception a decade ago, we’ve always worked hard to give you the best possible CRM. This year is another benchmark in our journey to help you sell better. Apart from these achievements, we’ve also been working on something very special throughout this year that will be unveiled in early 2016; so stay tuned. Happy New Year!

Introducing Zoho CRM for RingCentral – a smarter way to manage calls inside your CRM

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This is a guest post by David Lee, Vice President of Platform products at RingCentral – a leading cloud-based call center solution. For more info click here.

Cloud communication helps organizations efficiently manage customer phone calls and mobile capability. With this in mind, we have integrated Zoho CRM with cloud communication systems to ensure every business has a reliable voice service inside its CRM.

Today, we are happy to introduce Zoho CRM for RingCentral, the integration between your favorite CRM and the leading cloud communications system.  Now you can dial, log, and record calls inside your CRM in a smarter way so you can enhance the productivity of your teams and enrich customer interactions.

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Customer Spotlight: Switching to Zoho CRM “Doubled Our Sales!”

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fidgiWe grew so large that we couldnt depend on Google or Excel anymore.

Like many small-sized businesses, FIDGI tracked its operational data through Google docs and Excel spreadsheets when it initially launched five years ago.. For them, the allure of these platforms was clear. The learning curve was minimal because most of its employees were already familiar with Google and Excel and the cost of use was low. 

However, as FIDGI began to grow, the amount of data was quickly becoming unmanageable in Google Docs and Excel resulting in client follow-ups falling through the cracks, and data tracking becoming difficult.  FIDGI knew it had to make a change in order continue its path of growth… Read more