Customer Spotlight: Wendy Baldwin of ER 4 LOVE

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Wendy Baldwin of ER 4 LOVE at the Zoho Houston Meet Up

One of the greatest parts about working at Zoho is the opportunity to meet and talk with small business owners from across the country. Hearing stories about people chasing their dreams and passions is always inspiring, and we are constantly energized and encouraged to learn how they have used Zoho to help them get there.

Recently, the Zoho team has been hosting Meet Ups for Zoho users and anyone else interested in learning about Zoho products in cities across the country. We have had successful Meet Ups in Austin, Houston and Boston, and are traveling to Miami next month.

At the Zoho Houston Meet Up I had the privilege to meet Wendy Baldwin, VP Operations, and Jeanine Holloway, Sales and Seminar Coordinator, from ER 4 LOVE, a company dedicated to helping married couples succeed at the “game of love.” From learning to deal with conflict to becoming a better listener, the marriage mediators at ER 4 LOVE stand by the promise of saving your marriage in two days.

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Know your Sales Funnel using Advanced Analytics

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When we published the Gain More Insight Into Sales With 3 Types of CRM Reports post, CRM user Wendy Wright wanted to know, “What % of leads were closed/won in the last month?” (i.e., how to know the total number of leads got, to those that finally got converted to sales)

This is where the Advanced Analytics Add-on for Zoho CRM, powered by Zoho Reports, comes in. It helps CRM users to slice and dice data, and get actionable insights.

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Customer Spotlight: Finding Unrivaled Support with Z-CRM

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Two years ago, Rich Cornell decided it was time for him to venture into an independent business offering insurance and benefit solutions to employers.  Having previous experience in this field Cornell knew that tracking leads and customers would be of utmost importance from the very beginning.  As such, finding a CRM solution was one of his first orders of business.

As an experienced CRM software user, Cornell had experienced various problems with the previous tools he had used and, now starting a new business, he really wanted to find a solution that was simple, flexible, and cloud based. However he still had reservations about switching from the CRM tools that he was already familiar with, despite their shortcomings, to try something new.

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Come See Us Next Week in Boston

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The Zoho Team is headed to the northeast for our next Meet Up. We will be in Boston, Massachusetts next Wednesday, October 16 to meet with local Zoho users and also welcome new users to our suite of apps that can help you succeed as a small business owner. This time we are joining forces with On the verge, a Zoho Alliance Partner, to host a special breakfast event at the Boston Marriott Newton.meetup_boston_email

After successful Meet Ups with our users in Austin and Houston, we are excited to leave the state of Texas to meet and mingle with our customers in the Boston area. There is still time to register for the event, but space is limited so please RSVP here:

https://zohobostonmeetup.eventbrite.com/

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Customer Spotlight: Start-up Goes Mobile With Z-CRM

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“We have to get organized!”

Less than a year after starting his own digital marketing and lead generation consultancy, president and founder of Lucid Digital, Mark Gadala- Maria, realized there was a major deficiency.  At this point in time, it hadn’t yet become a major hurdle, however Gadala-Maria knew that if business continued to grow at the rate it had in just a few months since the company’s inception, it would soon be a problem.

“One of our specialties is lead generation for both ourselves and our clients, and at the rate we were acquiring leads, I knew I had to get organized FAST otherwise I would have a disaster on my hands.”

So Gadala-Maria did what any savvy business owner would do – he asked Google for the answer…

The Business

Lucid Digital is a web development, digital marketing and lead generation consultancy based in Miami, Florida.  The company was founded in 2011 by Mark Gadala-Maria who, only one year after completing his undergraduate degree at Florida International University, decided to venture out on his own.

Lucid Digital focuses on creating an online digital presence for any business.

As Gadala-Maria puts it, “Since this company’s inception I have been obsessed with web development and internet marketing of all forms.  While many would say my specialty lies more with Search Engine Marketing because of the years I spent working for one of the biggest SEO companies on the planet, in reality my skill set and underlying focus has been on all forms of Digital Marketing & Application Development, web and otherwise.”

The Challenge: Managing a rapid inflow of leads via mobile 

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As with any new company, the inflow of business and leads was modest soon after Lucid Digital went live.  When the company was receiving just a handful of new leads per day, using email and spreadsheets was a serviceable way to manage these.

However, just a couple of months into business, the volume of leads rapidly increased and Gadala-Maria needed an easy way to organize these leads and make sure they were being accurately tracked.  Additionally, several of Gadala-Maria’s new clients needed the ability to manage leads on-the-go which was virtually impossible without a native mobile application.

Selection Criteria

Mobile Optimized – “Having a mobile app and being mobile optimized was huge for us and probably the biggest consideration.  We have employees in the field that need quick and easy access to CRM on-the-go without having to log on to a computer.  Additionally, we have several clients that we send leads to while they’re in the field so this offers major value to our clients as well.”

Cost – “We were a new company with not a lot of money so cost was a major consideration for us.”

Invoicing Integration – “I was really looking to integrate invoicing into my CRM solution so I was looking for something that was capable of integrating invoicing and accounting.“

Competitive Analysis of CRM Solutions

Prior to starting Lucid Digital, Gadala-Maria had used Infusionsoft CRM at his previous company.  Despite his familiarity with Infusionsoft, Gadal-Maria thought it best to go in another direction.

“Although there were a lot of things I liked about Infusionsoft, there were also a lot of things I didn’t, and when it came time for me to pick a CRM, I realized it was too expensive and lacked the capabilities especially those involving mobile that I needed.  Additionally, I wasn’t a big fan of Infusionsoft’s user interface.”

Discovering and Implementing Zoho CRM

“We actually found Zoho CRM with a simple Google search for CRM software!”

Once Gadala-Maria settled on Zoho, he was pleasantly surprised with the ease of implementation into Lucid Digital.

“To be honest, Z-CRM was perfectly easy for me to integrate within the company.  It fit right in and was exactly what we needed.  It was pretty much ‘plug-and-play’ for us.”

Now having used Z-CRM for several months, Gadala-Maria has even more enthusiasm for the software.

“Zoho CRM was not only the most affordable but by far the most efficient for what we do at Lucid Digital.  In fact, I’d go as far as to say that I don’t think there’s any other software out there that can do what you’re doing for us, and certainly not at the same price.”

“I also recently signed up for Zoho Invoice to integrate with CRM and take care of all of our accounting.  We have been using Quickbooks however it’s not the best and the fact that we can integrate the leads directly with the invoices is perfect.  I’m also thinking about adding Zoho Projects and Zoho Campaigns just because it will be so nice to have everything managed in one place.”

Life After Implementation

“For us Zoho CRM has been amazing!  I use it not only for my customers but for my business as well.  In addition to satisfying all of my ‘must-have’ criteria, Z-CRM’s user interface is great.  Very simple and easy to navigate which makes it a pleasure to use on a day-to-day basis.

When asked about his favorite Z-CRM features, Gadal-Maria did hesitate:

“The mobile app is a monster favorite of mine!  I also love the notes options for leads, and  the customizability of the interface.”

What Would You Like to Say to Other Customers about CRM Solutions?

“Right off the bat I would tell anyone looking for a CRM that it has to be Zoho.  The reason I’m such a big fan is because I really haven’t seen anything that is THIS good and businesses need EXACTLY what Zoho offers.  I’m still in the process of integrating other Zoho tools and I’m excited about doing it because I can see how much my business will benefit.

I’m a big tech guy and I’m really into the technical industry, and in my book, Zoho is doing everything right.  I haven’t seen anyone else doing things the way Zoho is doing it and I can’t wait to integrate more Zoho tools.”

To learn more about Lucid Digital, CLICK HERE

Salespoint for Zoho CRM: The iPad App for Field Salespeople

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This is a guest post by David Falk, CEO of Salespoint, a Barcelona-based field sales mobile app provider for manufacturing, insurance, electronics and food services.

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We believe that the key to successful CRM implementation is to create a win-win situation for sales reps as well as their management. If sales reps are made to realize how they can benefit by using the system (huge saving of time, access to interesting data, etc.), this would in turn enable their management to easily access the information they require for steering the organization.

Today, we’re proud to announce the integration of Salespoint with Zoho CRM.  Read more

Customer Spotlight: Transforming from a “Hustle” to a Successful Business

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In December 2011, Jamar Jones decided it was time to take his company, Deluxe Signature Collection (DSC), to the next level.  Having been in business for almost five years, he felt that DSC had hit its earnings ceiling based on their current business practices.

“We started six years ago, but over the last year we’ve really tried to transform from a ‘hustle’ to a scalable business by putting systems and processes in place.”

Jones felt that the number one barrier limiting DSC’s growth was that he wasn’t efficient enough in communicating to customers which was therefore limiting his sales volume.  As such, he began the search for tools to assist in organizing his business to increase scalability.

The Business

Deluxe Signature Collection (DSC) specializes in the procurement and sale of quality sports memorabilia and the production of elite, public signing engagements.  DSC is headquartered in Southern California and aims to employ progressive business strategies to deliver intimate customer engagement and high quality events. Read more