Customer Spotlight: Migrating from Salesforce to Z-CRM Saves Young Company Huge Money

Posted on May 17, 2013 by Arun

“It all started with Jim Cramer.”

For those of you unfamiliar with Jim Cramer, he is a popular American television personality, former hedge fund manager, and host of CNBC’s Mad Money.

As Indigenous Corporate Training Inc. (ICT) founder and CEO Bob Joseph tells the story, “Years ago, I was watching Mad Money and he was pushing Sales Force’s CRM solution. I knew we were at the point in our company growth where we needed a good CRM solution and one that could accommodate our growth. So, from Cramer’s recommendation we began our customer relationship management with Sales Force.”

Soon however, Joseph realized that Cramer’s recommendation was not suitable for ICT…

The Business

ICT is a global training company committed to working collaboratively with regional, national, and international clients to provide a broad range of performance improvement training services geared specifically at helping individuals and organizations to work effectively with Indigenous Peoples.…

Customer Spotlight: Using Automated Workflows in Z-CRM to Save HOURS Everyday

Posted on May 10, 2013 by Arun

When BrightWise Marketing first opened its doors over 12 years ago, CEO Jeff Gordon knew that CRM was of utmost importance in creating a positive customer experience and helping the new company grow. Gordon selected a popular CRM solution at the time and “made due” for several years before realizing that the current approach wasn’t working. “We had been talking about getting a real CRM solution for 6 or 7 months because our current CRM tool was simply not cutting it.”

Having used the same CRM tool for several years, Gordon was looking for a CRM solution that he could easily import data into, quickly learn to use, and automate many of his daily tasks.

The Business

BrightWise was started in 1992 by CEO Jeff Gordon to provide marketing consulting services to small and medium sized businesses. Gordon refers to his marketing strategy as “action marketing.”

BrightWise’s strategy is to provide innovative strategies that generate response, change behavior, and build brand equity. They focus on marketing programs that blend promotion, advertising, direct response, visual communications, branded products, and alternative media.…

Customer Spotlight: Zoho CRM Transforms the Way a Business Tracks Customers AND Equipment

Posted on May 3, 2013 by Arun

In 1999, Chester Hull saw a major opportunity in the consulting industry. As an ordinary consumer, Hull began to take notice of how frequently he was put on hold when calling companies for support, inquiries, or product information, and how often the experience was relatively unpleasant.

“How long will I be on hold for? Why is the ‘hold music’ so awful? When will I reach a real person to talk to?!”

Hull seized the opportunity to address this common customer pain and started his company Prosound to alleviate this pain. His goal was to work with companies around the globe to offer an amazing customer phone experience.

For the first seven years of business, Prosound tracked its customers with spreadsheets and various database programs. As the customer base grew, so did the data that needed tracking. Additionally, the aspect of mobile integration offered a valuable opportunity for Prosound which was impossible with the current customer tracking approach. Hull decided that if Prosound wanted to take business to the next level, he needed flexible CRM solution with mobile integration.…

Introducing Business Card Scanner App for Zoho CRM

Posted on May 2, 2013 by Raju Vegesna

Entering data manually into any CRM app is not fun. Any solution that helps automate data entry is a win for CRM users. That is the idea behind our new mobile app for Zoho CRM – Card Scanner.

Card Scanner is an iPhone app that extracts contact information from business cards and saves it into Zoho CRM as Contacts or Leads. Take a photo of a business card and the app extracts information from it and automatically populates the information into the appropriate fields. You can save the extracted information as a CRM Contact or Lead if you are logged into your Zoho CRM account within the app. …

View Customer Info from 3rd Party Apps with Custom Related Lists & Gallery Scripts

Posted on April 30, 2013 by Vaishnav

Recently, we introduced Custom Related Lists that gives you a holistic view of your customer’s information from Custom Apps and third-party applications right within your CRM system. Today, we’ll explain it more in detail.

Imagine this situation – Charles Stone heads the sales team for Zillum Corporation. Apart from assigning sales targets and forecasting he reviews sales expenses, travel plans and meetings with prospects. Since his sales reps travel extensively and the expenses can’t be reported on a daily basis, they enter the travel details and expenses using Zoho Creator’s Mobile App.

This data is in turn linked to each prospect and displayed contextually in the Contact details page in Zoho CRM. So, Charles no longer has to toggle between tabs or sign in to different applications. With all the information in one single place, Charles can analyze the return on investment for the deals won. Needless to say, there is also an overall increase in the entire team’s productivity and time is made use for more sales follow-ups.…

Customer Spotlight: After Long CRM Search, Stott Marketing Finds Success with Zoho CRM’s Ease of Use

Posted on April 29, 2013 by Arun

Six months ago Ed Stott, founder and CEO of Stott Marketing decided it was time to migrate his company from PCs over to Macintosh use. For the past four years, Stott Marketing has been steadily growing, and with this growth, Ed Stott found it necessary to make the change. However, he faced one major hurdle. Their current CRM software was not compatible with the Mac Operation System. Stott scrambled to find a replacement but was dissatisfied with the other options until he found Zoho CRM.

The Business

Stott Marketing Group is a marketing consultancy that specializes in working with small to medium size companies to help them gain visibility and clientele. As a small marketing consulting firm, Stott Marketing typically tries work with four to five clients at a time in order to deliver maximum attention to each client. As part of their efforts to deliver optimum quality marketing consulting to clients, Stott Marketing decided that the Macintosh platform better suited both their client’s needs as well as their own.…