Customer Spotlight: From “A La Carte” Experience to a Zoho Buffet

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A1A1 Energy, an energy consulting firm, first opened its doors just over a decade ago. “We were selling energy efficiency before it was cool to be energy efficient,” Jon Porreca said.

Porreca is one member of a small, family-centric staff that manages the day-to-day administrative operations in Lancaster, Pennsylvania, a town roughly 80 miles west of Philadelphia. A1 Energy partners with contractors to assist governmental agencies, industrial, and commercial clients in maximizing their energy efficiency.

“When the go-green movement hit that really helped the energy industry, and it helped our business grow,” he said. “We got our start with coordinating the installation of high-bay industrial lighting systems, and to this day, lighting is still a lot of what we do.”

For a lot of small, family-owned businesses, effective communication and streamlined project management are vital to success. Every penny spent on a time-saving office suite or on CRM technology needs to generate healthy return and aid in the overall growth of the business.

“We weren’t the most tech savvy back when we started,”  Porreca said.”We didn’t even have something as simple as Excel spreadsheets to track anything. Each person had their own system that they used, but there was no repository to keep and to share information.  Eventually our business grew to the point where we needed to make a change in our processes. Read more

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

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:

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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!

Customer Spotlight: Switching to Zoho CRM “Doubled Our Sales!”

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fidgiWe grew so large that we couldnt depend on Google or Excel anymore.

Like many small-sized businesses, FIDGI tracked its operational data through Google docs and Excel spreadsheets when it initially launched five years ago.. For them, the allure of these platforms was clear. The learning curve was minimal because most of its employees were already familiar with Google and Excel and the cost of use was low. 

However, as FIDGI began to grow, the amount of data was quickly becoming unmanageable in Google Docs and Excel resulting in client follow-ups falling through the cracks, and data tracking becoming difficult.  FIDGI knew it had to make a change in order continue its path of growth… Read more

7 ways your CRM can help you become a successful salesperson

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How do you define success as a salesperson? Many people relate success in terms of dollars and cents, or closing half a million in sales each month. But truly successful salespeople know that monetary success is just the result of being awesome at what they do.

If you’re just starting your journey as a sales rep, one of the first things to understand is that successful salespeople earn their customers’ trust, which in turn results in earning their customers’ business.

CRM Sales Success Read more

Customer Spotlight: Software Company Manages Entire Sales Process with Zoho Apps

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bookingliveUK based company Booking Live is the creator of an online booking software serving a number of industries and needs. As business has grown Booking Live has adopted several different Zoho applications to manage the backend of their business both internally and externally.

Watch how Booking Live uses Zoho Projects and Zoho People to manage their team internally, and Zoho CRM and Zoho Reports to close more deals.