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

Posted by Posted on by
0

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!

https://

Customer Spotlight: Zoho CRM in a Gym?

Posted by Posted on by
0

“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.

https://

Customer Spotlight: EcoMark Solar Migrates from Salesforce to Zoho

Posted by Posted on by
0

ecomarklogo

“The cost is just too high.”

These were the words that echoed a year ago when EcoMark began growing and adding users to its CRM system.  At the time, they were using Salesforce, but as is frequently the case, the return-on-cost of the system made Salesforce increasingly impractical as EcoMark began adding more users.

Having been in business for two years and now experiencing rapid growth, EcoMark was at a technology crossroads of sorts.  It was time to determine which CRM to use for the foreseeable future – bite the cost bullet and hope Salesforce eventually pays off, or try another solution. Read more

Luxury Business enjoys the “Luxury” of Z-CRM

Posted by Posted on by
1

John Paul

15 months ago, John Paul, the largest concierge service provider in France, decided to expand into the U.K. With this expansion, Jean Paul brought in George Evans to serve as managing director of John Paul U.K.

Prior to joining John Paul, Evans had worked for a large $20M dollar company and had extensive experience with Salesforce CRM. When he came aboard John Paul, the first thing he noticed was that they had no CRM solution in place.

Read more

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

Posted by Posted on by
0

lucidlogo2

“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 

markheadsmall2

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

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

Posted by Posted on by
0

ICT_landing

“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

Bob Joseph - Founder and CEO

Bob Joseph – Founder and CEO

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.

Based out of Vancouver, BC, and started in 2002, ICT goes to great lengths to help the Canadian government work with indigenous peoples to improve all aspects of operation.

The Challenge: Switching from Salesforce to a More Affordable, Simpler CRM Solution

Per Cramer’s recommendation, Joseph decided to incorporate Salesforce into ICT as their CRM solution.  However, five months into implementation, he found that Salesforce was creating a huge cost and time burden for the amount of use and functionality they were receiving.

“At that point, we were like a ‘Mom and Pop’ shop, and the cost of Salesforce was exorbitant for us and the complexity was causing us to waste too much time.”

Joseph knew he had two options:  either stick with Salesforce, go through the pains of learning how to use it, and simply eat the cost hoping that in the end the monetary and time investment would be worth it, or try a lower cost, easier to learn CRM solution without sacrificing any of the functionality.

Joseph decided it was time for ICT to make a change.

Competitive Analysis of CRM Solutions

ICT looked at several CRM solutions before finally selecting Zoho CRM.

“We looked at several CRM solutions including Sales Force and Trigger. When we found Zoho, we noticed the reviews were stellar, it had all of the functionality we needed and more, and it was free to sign up!”

Joseph had some definite “must haves” when searching for a CRM replacement.

“I knew that Salesforce was costing me way too much money, but I also knew I needed a full-featured CRM that could easily and quickly track customers through the entire sales process including ongoing customer support.”

Soon after signing up for Zoho CRM, Joseph realized that he had found a solution for ICT.

“Zoho had all of the functionality of Sales Force at a fraction of the cost. We signed on for free, started working with it, and realized that this is the solution for us.”

Implementing Zoho CRM

Prior to implementing CRM, ICT had several databases, calendars, and other data that was not shared.

“Data sharing was a huge problem for us!  My business partner and I would make phone calls, then later in the day would get together for coffee and realize we’d called some of the same people. When we started with Salesforce, this problem disappeared but now we were spending several extra hours having to navigate through complicated windows.  We eliminated one problem, but started another!”

However, when Joseph switched ICT over to Zoho CRM, both problems were alleviated.

Joseph found learning Zoho CRM very simple and intuitive and was able to have his entire database migrated over within a day.  After just a few days, Joseph felt incredibly comfortable navigating through Zoho CRM and using the majority of its features.

“It was just so intuitive and easy.  Now we were saving a ton of time while working together collaboratively, and the results showed immediately!  We were able to connect with noticeably more customers while delivering an improved service experience.”

“We actually use Zoho Projects to manage projects and connect that to CRM to have one cohesive dashboard.  It’s very easy for us now to navigate between customers and projects.

Life After Implementing Zoho CRM

As ICT became comfortable with Zoho CRM, they discovered some features that they hadn’t previously been familiar with but ended up being “real timesavers.”

“Zoho CRM really helped us with its data deduplication feature which in Salesforce costs several hundred dollars but Zoho provides for free.  Google app integration has also been huge.  We integrate Zoho Campaigns, CRM, and incorporate it with some of our Google apps to make one cohesive solution.”

Joseph has also found a lot of value in the Zoho CRM social media integration.

“We definitely use the Facebook, Linkedin, and Twitter integration a lot and it has proven to be a valuable tool for us.”

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

“I would say get Zoho right away!  It integrates so easily with everything, makes life so much easier, and is easy to learn.  It has all the tools that every other CRM solution has, but at a fraction of the price and is so much easier to learn.”

To learn more about Indigenous Corporate Training Inc, click here.

Introducing Business Card Scanner App for Zoho CRM

Posted by Posted on by
119

Card Scanner App IconEntering 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. Read more