Customer Spotlight: How One Company Went from No CRM to Zoho CRM Power Users

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tonariLogo

“We had evolved our CRM from spreadsheets, to Goldmine CRM and finally to ACT CRM, but we knew we needed to move to a native cloud-based CRM”

Three years ago Tonari Inc. knew it was due for a CRM upgrade having used a few different systems including Goldmine and ACT for several years.  However, having grown beyond the feature offering of those CRMs, Tonari was left operating without one all together.

“Goldmine and ACT never really were good enough.  They had flaws in terms of reliability and of course there was the problem of not having access to our CRM everywhere.  About three or four years ago we were in a little bit of a slump and it was time for us to redefine ourselves – we changed a lot of things internally and none of the other CRMs were cutting it so we were left without one.  I knew that it was time to implement a CRM that was truly effective for us.”

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Zoho CRM – 3 Ways to Use Mail Merge and be More Productive at Work

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It’s been four years since we started offering Mail Merge plug-in for Zoho CRM. Thanks to this tool, printing mailing labels, sending personalized letters, contracts and other form letters to customers is as easy as sending emails.

Take the sales teams for instance. The ABC’s of sales, Always be Closing, is still as valid today as when Alec Baldwin brutally explained to us in the movie, Glengarry Glen Ross (warning: contains profanity). After you close the deal, you still have to personalize and share sales agreements and other forms. Thanks to mail merge, you can now create templates to automate this routine task. So the next time you need an agreement, apply mail merge and the customer details will collate from the CRM so you don’t have to worry about filling out fields manually.

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Customer Spotlight: When Landing the Right CRM Can Take You to the Next Level…and Beyond

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secita

“We had been through the ringer!”

Those were the words that Secita Solutions founder Mike Moore used when describing his search for an adequate CRM to use.

“I tried ACT, Sugar, Maximizer, and Vtiger and was tired of looking for CRMs…until I found Zoho.  As soon as I did, I started planning big things down the road for Secita because I immediately knew Zoho was going to take us to the next level…and beyond!”

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Customer Spotlight: Zoho Wins the CRM Battle and Helps Company Scale Up

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thefarm

“It came down to Zoho or Salesforce, and ultimately I know I made the right decision”

Four years ago, John Hood’s company, The Farm, was looking into finding a permanent CRM solution because the internal database they were using was “simply not cutting it and was ultimately hampering some of our sales efforts.”

Hood explored a myriad of CRM solutions including Sugar, Goldmine, Salesforce, and Zoho.

After a thorough exploration into CRM solutions, Hood made a decision on a CRM to go with, and hasn’t looked back since… Read more

Why Major League Baseball’s Opening Day Matters to Your Sales Team

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I revel in the days of old when baseball was truly, “America’s Pastime.”

opening-day-baseball-2014It’s not anymore. Hasn’t been for years. That’s become exponentially evident thanks to a slew of problems ranging from a decrease in game attendance to the lack of national stars like there are in the NBA and NFL. People say the games are too slow, the season is too long and the games are, well…boring.

I’ve heard every complaint and statistic to no avail. It doesn’t matter to me. I anticipate Opening Day every spring the way a child anticipates summer vacation. Baseball season is my paradise.

So here we are once again. March 31, 2014. Opening day for the 2014 Major League Baseball season. My beloved Texas Rangers start their season at 1:05 CT against the Philadelphia Phillies, and soon, all will be right with the world.

So why am I talking about baseball here? I believe there are a number of lessons sales teams can learn from the game of baseball. So before I go on about the greatest sport around for too much longer, let’s look at some fundamental concepts sales teams, sales managers and even entrepreneurs can take from the baseball diamond.

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Customer Spotlight: Z-CRM Offers More Than Comfort for “Pillow Goddess”

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Deborah-Main-Designs-logo

Despite being a very niche business, “Deborah Main Designs” a one-of-a-kind pillow-making company, has a wide and varied clientele.  At the suggestion of a an employee who formerly used Zoho CRM to manage contacts and donors for a political campaign, Deborah Main, owner and CEO, decided to give Z-CRM a try for her contact management.

Today, Z-CRM is an invaluable tool for her business and have proven indispensable for her on-the-go necessities.  Check out her story below!

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Customer Spotlight: Zoho CRM in a Gym?

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“CRM can apply to ANY business, and Zoho CRM is so flexible that we’ve molded it to fit like a glove with our gym.”

That’s what CG Arena manager Joey Kelly told us when we visited his amazing Gym in Austin ,Texas to get a first-hand look at how they use Zoho CRM.  Check out how CG Arena integrates Zoho CRM into their business below.

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