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

Convert visitors to subscribers — Zoho Sites introduces the Newsletter Subscription Form

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Email marketing is an inexpensive way to retain more of your current customers and sell to more of your prospective customers. That’s why we are happy to introduce the all new Newsletter Subscription Form that integrates Zoho Sites with Zoho Campaigns and MailChimp. Let your website’s visitors subscribe to your newsletter and you can keep them connected to your business with news, updates, and promotions.


It’s easy to add a Newsletter Subscription Form to your site. Just drag it on, choose which mailing list you’d like to connect it to in Zoho Campaigns or MailChimp, and start increasing your revenue.

To learn how to connect an email list to your website, visit our user guide or write to us at

How World Education eliminated their expense reporting woes using Zoho Expense

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In a period where brick and mortar college courses are often increasingly difficult for students to manage in tandem with busy lives and schedules, online courses are starting to make a lot more sense in terms of value for money. More and more students are choosing to opt for online courses, due to the fact that they are always available and can be scheduled at convenient times.


World Education has been a visionary in the field of online education and job training since the early 1990’s. World Education offers thousands of e-learning courses in the areas of Career Training and Professional Development, available in multiple languages, through several renowned University and College partners.

A happy customer of Zoho CRM, World Education was glad to move from manual expense reporting to Zoho Expense to get rid of their expense reporting woes.  “Having a system that can control and manage the reports, send them for approval, and track that progression from employee to accounting is much easier and more reliable than sending emails and attachments around the organization,” says Kathryn Browne, VP Operations at World Education.

Learn more about how eliminating their expense reporting woes with Zoho Expense helped World Education on their mission to enhance the professional skills of their students.

How a Company Closed a $500K+ Deal Using Zoho SalesIQ

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the-farm-website-banner2John Hood, owner of audio/video company The Farm AV is always looking for easy ways to bring in more business and increase profits. As such, Hood was excited by the possibilities of Zoho SalesIQ when it was rolled out last year.

Since implementing Zoho SalesIQ The Farm AV has been able to passively collect leads and analytics, deliver exemplary customer service to anyone visiting their website, and even close a $500K+ deal as a direct result of implementing Zoho SalesIQ.  Watch how they did it.

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:


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!

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