Customer Spotlight: Zoho Checks into Hotels for Hope for a Permanent Stay

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In 2008, Neil Goldman decided to venture out on his own and start a hotel booking and hospitality company.  However, he felt that one key ingredient was missing from his ultimate vision – social contribution.  So in 2010, Goldman started Hotels for Hope, an Austin, TX based hospitality company that donates money to children’s charities with every hotel reservation they make.

With the help of Zoho CRM, Hotels for Hope has grown into a thriving business.  Check out their interesting story and how Zoho has helped quickly transform this company.

Deliver high quality service to your customers with Zoho CRM for Google Apps – Ben Wisbey

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There are many factors that make your business a success. The most predominant factor being the loyalty that your customer has towards you. Happy customers make a successful business. Next on the list would be, following the best cost saving strategy, effective use of labor and deploying best resources to run your business. Ben Wisbey, Managing director, FitSense, deployed Zoho CRM to run his business successfully. It assisted him to get happy customers with less labor and cost involved.

About FitSense :

FitSense is a Canberra-based organization that specializes in delivering research based corporate wellness programs. They partner with other organizations and assist them to increase the productivity of their workforce. FitSense evaluates and offers suitable health programs to people working in the organization. Established in 2004, FitSense Australia has proved itself as one of the best in their domain by delivering the best wellness programs to their clients.

Challenge :

Like every other organization FitSense also faced one the biggest challenges – Small workforce but tonnes of work to be accomplished. Ben said ”Managing service delivery and keeping track of our sales pipeline gets tedious for a large clientele base. We have to monitor all contact we make with our clients, run reports, keep track of the program schedules and complete it on time. Our competitors have multiple staff to handle these tasks, while we have got only a few members to do this role”

Solution :

FitSense was very keen on putting the best foot forward in delivering the best service to their clients. They started to look out for a CRM that would elevate their business process. They tried various CRM – ACT!, SugarCRM and last but not the least, CRM giant Salesforce. But it is their hard luck, none of the CRM seemed to be working out. And on the same time FitSense was using a number of Zoho Apps which intrigued them to try Zoho CRM. ”Since then, we have been Zoho CRM users and have not looked back. It is great.” said Mr Wisbey.

Result :

FitSense has been using Zoho CRM for nearly 2 years now and they love its ease of use. ”Zoho CRM allows us to provide a quality service without additional labor and at a reduced price.” said Ben. He also said ”With customization of contacts and Email Automation, we have been able to closely monitor the communication with our customers, quickly report the program details to them and complete the programs on time. Without Zoho CRM, we would have needed more assistance and labor resources.”

Making customers happy is one of the most integral part of any business. Zoho CRM assuaged Ben’s desire to get happy customers to his business.

Try Zoho CRM for Google Apps and deliver quality service to your customers!

The CRM You Use is the One You Love

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After working with a string of dreadful non-intuitive CRM applications, young entrepreneur Tara Berthier, President of Speakers Boutique, recently discovered Zoho CRM, the first CRM application she actually loves using every single day.

The business

For her six years out of college, Tara Berthier (@tberthier) has worked at a string of speakers agencies, Speakers Spotlight and the National Speakers Bureau. Just a year ago she started TLB Talent and last month she launched Speakers Boutique, a speakers agency with offices in Toronto and Halifax, Ontario Canada.

A troublesome history with CRM applications

Berthier was introduced to CRM applications right out of college. They were a must for any speakers agency that not only have to manage talent, but also customers and prospective customers.

First job out of school was at the National Speakers Bureau where they used a CRM application called Maximizer. It was Berthier’s first ever experience with CRM. She had never been exposed to CRM or even know it was called CRM. Regardless, she found Maximizer to be not user friendly and a little complicated.

Her next job was with Speakers Spotlight, and they used ACT! for which Berthier referred to as “the worst.” She complained that it was slow, complicated, and was loaded with useless features. Her greatest aggravation was how cumbersome it was to complete the simplest tasks. For example, with ACT! there was no way to move a large amount of tasks forward in the calendar, said Berthier. You had to manually move them one by one. She faced this tiresome task every time she came back from vacation and faced a series of assigned tasks whose dates had passed. Her first day back at the office from a vacation was spent manually rescheduling her tasks.

After learning the business from two established companies, it was time for Berthier to break out on her own. She started her own company, TLB Talent, for which she used Google Docs, an application she loved. Being that she was a young entrepreneur with loan debt, she began searching for free CRMs that would work with Google Docs. She stumbled across Insightly and decided to give it a try. Given her past experience with Maximizer and ACT! she didn’t have high expectations for any CRM application.

Unfortunately, Berthier wasn’t disappointed. She found Insightly to be just as frustrating as the previous CRM applications. She felt it was a dinosaur when it came to graphics and it was slow and non-intuitive. But since she was a young entrepreneur with poor cash flow she felt at the time it was worth it to slog through this application and get out of it what she could.

How discovered Zoho

After months of frustration with Insightly, Berthier had enough. She started searching for another Google App friendly CRM application and stumbled across Zoho.

“I decided to try Zoho and it was night and day,” said Berthier. “It’s cleaner. It’s fast. When I’m using it, it just makes sense.”

With all the previous CRM applications she found herself looking things up constantly on Google, calling support, or asking colleagues how to do certain tasks.

“With Zoho it’s almost as though it reads my mind. It’s so user friendly and intuitive,” she said citing the ease of importing all her contacts from Insightly into Zoho. It was a task she admitted she was dreading yet was happily surprised when everything came in perfectly, without a hitch.

A CRM application is only valuable if you use it

With only a couple of months of Zoho experience under her belt, Berthier is using the CRM application for its most basic uses. She puts in potential leads and logs all her communications. If she doesn’t hear back from someone she puts a task to follow up with them in a week.

“When I had Insightly I didn’t want to use it,” Berthier complained.

Prior to Zoho Berthier admitted she had poor organization with all her communications simply because she wasn’t actually inputting data into the CRM. “Those things were incredibly disorganized at my last company because I dreaded using the application,” she said.

Berthier became so discouraged with Insightly that she just avoided using it. As a result she found herself going through 800 emails just to try to figure out what her last communications was with a specific contact.

Zoho turned that all around. She actually likes using the application.

“Now, I go to my office and [Zoho] is the second thing I open after my email. It’s made me a more efficient worker. Much more organized. I feel much more in control with my work and my ability to be a good agent,” she said.

Advice for others 

Berthier used to look at CRM as being a necessary evil. She knew she had to have one for her company, but she also realized that you have to use it for it to serve its function.

“It’s a pain in the ass to have to log all your communications,” said Berthier. “But it’s essential to keeping organized and motivated and knowing what your next day is going to look like and being on top of things.”

Her advice for others is to “find a CRM that’s easy to use and doesn’t make you depressed by the site of it.”

“My [first] business would have looked a lot different if I had found Zoho,” said Berthier. “I would have done more work. I would have definitely reached out to more people. I would have felt more confident with my abilities as an agent instead of scrambling every day and feeling disorganized and just discouraged overall.”

We’re glad that Tara isn’t disorganized anymore.

As a side note, I thought you’d be amused that we discovered Berchier through a tweet, in which she announced:

With praise like that, we had to talk with her.

Listen to our full 15 minute conversation here on Soundcloud.

Make your sales happen with Zoho CRM for Google Apps – GDLsystems.com

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Regardless of the size and kind of a business one does, sales matters. To make the sales happen, one needs to have all crucial information about the opportunities in the market and make quick decisions. And that is exactly what Juan Pablo Orozco, CEO of GDLsystems, has in his mind. He says “If you don’t have the real time information, you are blind and you can’t take decisions. If you can’t take quick decisions you will be out of the business”

 

Juan wanted the best CRM software which would help improve sales. And here is how Zoho CRM facilitated GDL systems with finding more business opportunities in the market.

About GDLsystems.com:

GDL Systems is a Mexican company based in Guadalajara, Jalisco. Juan has 12 years experience in the field of IT and his expertise led him into starting his own organization in 2008. There are now 12 employees working for GDLsystems. GDL Systems specializes in information technology, with a mission to provide small and medium businesses access to useful Web applications and systems. Their main line of business are e-Commerce development, Web Page development, Web Application development and Online Marketing.

The GDLsystems team

Challenge:

GDLsystems was looking for a service that could help them improve their sales process. They wanted to analyze the market and find out more profitable opportunities. When asked Juan about the challenges they faced in the business he said ”People with several roles can forget important tasks and in turn there are chances of missing some opportunities.” He also added ”Being a small business often means more business areas than people and that means each individual must play several roles. In such a dynamic industry, cash flow can change for better or for worse on every month and we must be able to predict sales. Also small business has a tight budget but the needs are always big that is we have to grow and in the same time need to contain cost” 

Solution :

“I was looking for a CRM in Google Apps Market place and found Zoho CRM. Meantime we also evaluated SalesForce, SugarCRM, InfusionSoft among others. After evaluation and recommendations from friends I decided on Zoho CRM.”  ”No upfront cost, you pay as you go. So every business can afford to run Zoho CRM.” commented Juan on the pricing.

There are currently 4 members in their organization who use Zoho CRM. For more than a year now, they have been employing it for different purposes such as Lead registration, Lead conversion to Contact/Account, Opportunity registration/tracking and follow up, Opportunity report, Email automation, Task management and a lot more. Juan said ” The best part is, we can customize Zoho CRM just the way we want it.”

Result:

“I can’t imagine our Sales Department working without Zoho CRM.” said David Orozco, Sales Manager, GDLsystems and Juan added ”Zoho changed our sales process and we have a solid process now”

He also said ”Zoho CRM allows us to have a real time information to predict sales and income for the month. It helps us focus on the most profitable opportunities and made our sales team more productive. We can now create reports and export valuable information for further analysis. Zoho CRM also increased our ability to respond to customers more quickly than ever before.”

Thus after a long search Juan has found what is best for his business. Its time for you to find the right solution for your business.

Go ahead and try Zoho CRM for Google Apps now!

 

Market Dojo found the smart way of managing customer details – Zoho CRM for Google Apps

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Market Dojo is one of the pioneering e-Sourcing software providers. They are a UK based company and formed in August 2010. The founders have many years of experience in software, procurement and consultancy. They pondered over developing a SaaS product that would simplify buying and selling of goods and services, looking at a paradigm shift in the market, ultimately bringing sourcing software in house. And as a result Market Dojo was born. This software has the capability to help the procurement professionals run eRFQ’s, RFI’s, questionnaires and both Forward and Reverse auctions. The users can go out to the market, analyze conditions, collate prices and negotiate with the sellers. They also have new capabilities such as an innovation tool where you can asses supplier ideas outside of price.

Challenge:
Market Dojo is an organization with 3 employees all working virtually. Being one of the leading e-Sourcing software providers, they wanted to keep track of sales and find new business opportunities in the market. They also wanted to maintain the contact details of their customers and support them with ease. With such needs, finding a single versatile software that would serve all these requirements, was definitely a herculean task.

Market Dojo has knowledge of many different CRM software such as Salesforce, Goldmine, ONYX and Act. But finally they found that there still were some demands which these packages did not meet. They were relentless and kept searching for one such software that would help.

Solution:
After analyzing a lot of different packages and web research, Market Dojo found Zoho CRM in Google Apps Marketplace. Zoho CRM, a simple and easy to use CRM for small business, lets users close more business deals in short time. Users can track and automate sales activities, manage customer details and helps users connect with customers.

Market Dojo has been using Zoho CRM for more than a year now. “Zoho CRM has all that you require from a CRM system without the large price tag” said Nick Drewe (Co-Founder). Alun Rafique (also a Co-Founder) added “It helped us to easily track calls, contacts and opportunities. Although we are just about to start using it for marketing automation”. Zoho CRM assisted them to carry out the business without any hassles. Alun said ” Zoho CRM is intuitive, customizable, functional and also has a suite of other products that can interface into it.”
He also added “Zoho has let us use professional tools normally reserved for businesses with large pockets. Very similar to our tools and our philosophy.

Result:
With Zoho CRM in place, Market Dojo now runs its business in the cloud without any difficulties. “Zoho CRM is absolutely simple and quick to customize to tailor our business needs” said Alun. He also explained “For a small businesses there are no real ERP systems and you have to look at many products which do not interface together and you need to spend time and money to make them work. With Zoho there are a suite of applications that work very well together and thus provide a ERP system for a small business. As we are a tech company, the tools that have been developed by Zoho fit very well. The alternative is to look at a suite of best of breed products, although, as many of the Zoho tools are already best in class, there is no need.” And we are very happy to hear him say “Zoho has lots of other tools that we would also like to use such as Zoho Support, Zoho Wiki and Zoho meeting and the great thing is that they integrate and are very easy to pick up.”

 

 

Zoho Sites; The Newest Website Builder At Google Apps Marketplace

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At Zoho, we strive for ideas to run a business with ease, and then transform those ideas into easy-to-use business applications. Realization of yet another such idea was a business website builder for everyone; Zoho Sites. It is also the newest website builder at Google Apps Marketplace. In addition to all its goodness, here’s what Zoho Sites has exclusively for GApps.

Zoho Sites lets you build your business website all by yourself. But if you still want assistance from your colleagues, you can share your webpages with them, let them modify and even publish the changes for you. When sharing your webpages for collaborative editing, Zoho Sites fetches your contacts and organization-members on GApps.


Installing Zoho Sites to your GApps account will list it on the universal navigation bar. As Zoho Sites supports single sign-in, you can create your business website without having to log-in separately.

A website is the face of your business. That is why Zoho Sites never displays annoying advertisements on your business websites. Not even if you are using the free plan. Zoho Sites also lets you make the most of the mobile revolution. A mobile version of your website is automatically generated, and your visitors using mobile devices are smartly directed to the mobile-optimized version; without any extra effort from you.

Any business using GApps is run online, and a website is the starting point of an online presence. So create a website for your business, today. Try Zoho Sites for GApps.

Google Calendar/Contacts Sync for Zoho CRM Individual users

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Our Google Apps users have been thrilled with the Google Calendar and Contacts sync with Zoho CRM! This excitement has also trickled down to other Zoho CRM users, and comes to us in the form of repeated requests for extending this to all other users. 

Once again, we heard you loud and clear! And today we are glad to announce that we are extending this feature to all our Professional and Enterprise plan users.

Zoho CRM for Google makes it easier for your business to collaborate, communicate and share information, all in one centralized place. If you are using Zoho  CRM with your Google email address, your Calendar and Contacts are all conveniently available in the same place.

At Zoho, we want to make sure you get the most out of your user experience, so please let us know how you like this additional feature. Feel free to drop us a line if there are other enhancements you’d like to see. We love hearing from you!