Customer Spotlight: The Lead Exchange Finds Reliability and Ease-of-Use Switching to Zoho CRM

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lead exchangeThe Lead Exchange, powered by Insurance Express, is one of the largest homeowner’s insurance writers in Florida, working with agents across the state. As director of agency sales Garrett Mitchell explained, “We help agents place insurance business when they might not otherwise be able to. Our network includes over 200 partner agents, who refer us business on a daily basis, and up to 40 companies across the state.”

When a customer enters an agent’s office to inquire about home owner’s insurance, The Lead Exchange serves as a third party avenue to assist those independent agents in getting winning outcomes. “We beat the rates, we capture the business, and we split the commission with the partner that referred us,” Mitchell said. “That’s the backbone of our business.”

Several months ago, The Lead Exchange realized it was paying the price for working with a slow CRM with poor-quality updates. Because their CRM was outdated and unreliable, information was falling through the cracks, customers were not being followed up with, and customer service was suffering. Mitchell knew it was time for a change. Read more

Customer Spotlight: Running an Entire Business on Zoho CRM Plus

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Screen Shot 2015-10-28 at 11.51.07 AMThe Farm AV initially started as a small business tracking leads and contacts with Zoho CRM. As their business grew and their business needs increased, they began adding more Zoho apps eventually moving to the “all you can eat Zoho buffet.”

Watch how The Farm AV now effortlessly collects leads, converts them to customers, and runs the entire backend of their business using Zoho CRM Plus. 

Customer Spotlight: From Dorm-Room Project to National Seller Using Zoho

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apliiqCustom T-shirt design company Apliiq was started out of a college dorm room in Philadelphia but soon thereafter expanded across the United States and into several college campuses.

As Apliiq experienced rapid growth, they needed a platform to manage the backend of their business. Watch how Apliiq has implemented Zoho CRM, Zoho Sales IQ, and Zoho Books to deliver an amazing customer experience and save hours every day. 

3 Habits Guaranteed to Transform an Ordinary Sales Person into a Trusted Advisor

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We’ve all experienced a salesperson who acts a little too…desperate at times. The one who follows you around the store suggesting you try on those shoes or that blouse. The one who gives you too much attention. The one you just don’t trust. THAT is the salesperson we aren’t going to talk about here. That’s because we want you to be the opposite of that salesperson. We want you to be the salesperson who make a difference to your clients. Read more

Customer Success Story: How My Home Doctor Used Zoho CRM to Boost Patient Outreach

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My Home Doctor provides patients with 24/7, non-emergency medical attention
when going to a doctor’s office is not an option.​

With close to 70 advanced registered nurse practitioners and board-certified physicians on staff completing visits throughout the state of Florida, information flow and scheduling can be quite a challenge.

As business began to grow, Scheduling Coordinator and Project Manager for My Home Doctor’s Wellness Visit program Alex Haynes, knew that they needed a way to organize and track the increasing amount of data they were dealing with, so he set about finding an application to do the data organization for them… Read more

Customer Success Story: How Rivet Solutions Re-Established ThinkLABS’ Sales and Marketing Division with Zoho CRM

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logo1Rivet Solutions is a consulting company that provides dynamic IT and business solutions in a variety of divisions to clients around the world. About eight months ago, Ameya Nisal, a consultant for Rivet Solutions, and his team were called in to find a solution to the inefficient marketing process currently in place at ThinkLABS.

thinklabs+logoThinkLABS is India’s largest hands-on science and technology education provider. Since its inception in 2006, ThinkLABS has partnered with roughly 300 primary and secondary schools as well as 23 colleges across 23 Indian states.

“It is the brainchild of Gagan Goel (an Indian Institute of Technology alumnus). He has spearheaded their entire mission,” Nisal said. “ThinkLABS establishes robotics labs in schools to motivate young people through hands-on learning in the arenas of science and technology. They also provide further training to university students—preparing college students for careers in innovative technological fields, like robotics.”

However, ThinkLABS’ growth was being hampered by a very slow sales cycle…

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