At Mercury Energy use ZOHO for lead management through to the point of Sale, the customer details are then imported into our company wide CRM. We currently use an Enterprise CRM that is designed around Customer Service and our billing (due to complexity), but does not currently include Lead management. For our small internal business sales teams we were using spread sheets to manage leads. This was always very difficult, and after looking at alternatives we tried ZOHO. Benefits Due to the simplicity of ZOHO we are now able to manage this within the sales team, and currently do not require I.T support which has given us the flexibility to be able to make instant changes. Originally this was meant to be a temporary tool until we were able to add lead management to our existing CRM. We are approaching two years with ZOHO. We started with a few people in the Business Sales Team and have extended this to our residential sales team which is much larger. The results We have been able to increase results, save time and create visibility through reporting which has led to numerous opportunities. All for a fraction of the costs of the competitors. My only advice when starting out is “make sure you stick the problem you are trying to solve when implementing, then add on the extra’s afterwards. Our original problem was simple – we wanted to replace the spread sheets, and ZOHO did that for us in 10 days. 2 Years later we have added a number of other features i.e ZOHO Reporting and ZOHO mobile and more… which has creating a number of other opportunities for our sales teams”. Technology used: Zoho CRM (65 users), Zoho Reports Phillip Lyle, Commercial Partnership Manager at Mercury Energy
Hyspecs is New Zealand’s largest privately owned hydraulic engineering Hyspecs, with branches in Auckland, Christchurch, Melbourne and locally based representatives in Taupo, Nelson and Brisbane. Many of Hyspecs’ business systems were created several years ago and they were not able to keep up with the challenges posed by today’s requirements. Hyspecs sales team over the years became increasingly mobile. Hyspecs also wanted to connect to their accounting system Attaché Pro to improve data flow and quality between the accounting and the operational CRM system. Prior to this project the Hyspecs was using Excel spreadsheets and Attaché Pro Accounting system as a standalone. The challenges When Kiwi CRM’s consulting team was called in we encountered a situation that posed multiple challenges both at a technical and a business functional level. The solution to be implemented had to meet the following main requirements: • Prompting and automating important task which are critical to the success of a sale cycle and customer relationship. • Gathering up-to-date information about clients and prospects on smart phones and tablet. • Gathering real time sales data. Enabling cycle data investigation and improve business strategy based on reports analyses. • Not losing existing customers, while forgetting to re-contact with them and keep them in the sales loop. • Using email templates for standard situations that recur all the time. Being able to send those emails templates to individuals or to groups. • Gaining control of all employees work Calendar and their customer appointments. • Automate response to leads that come in from website and to automatically assign them to the appropriate sales team. • Not missing important customer information that was gathered by different personal Organized way to collaborate that information when needed. • Synchronization between the sales cycle and the accounting system Attaché Pro. The results Hyspecs quickly became more productive and efficient. “With our new system I found myself getting more work done”. Most users adopted the new tools with enthusiasm, especially Zoho Real time reports that enable access by a mouse click directly to Zoho CRM. I was very pleased with how fast Kiwi CRM facilitated the implementation. “From the time Hyspecs was ready to implement, Kiwi CRM made sure we will be up and running and follow up with us to make sure we achieve high adaptability”. Another high note for nick was how available and approachable the Kiwi CRM consulting team was during the transition period. Hyspecs has since recommended Kiwi CRM to other business owners, and says he gladly would again. Technology used: Zoho CRM (30 users), Zoho API’s connectivity to Attaché Pro (including installation at Attaché Pro server) Nick Cottier, Director, Marketing & IT Manager at Hyspecs.
With Zoho CRM, we now have complete visibility of our clients and client interactions. We also have an easy way to follow up on the leads we get from our website. Zoho CRM lets us disperse those leads to our team, and we’ve set up some automated processes, alerts and tasks to make sure that we give our customers the best possible service and support. Kevin Lippert, President JetHub LLC
I was with Salesforce before I moved to Zoho CRM, and I found Salesforce to be outrageously expensive for what it was providing, For me, nothing in Salesforce was any more powerful than what I can do with Zoho CRM. But Zoho CRM costs just a fraction of Salesforce – $15 per month vs. $100 per month – so I’m saving over $1,000 per year per user. John Buerger, CFP™ Professional ALTUS
The interface is very intuitive, I barely had to use the help feature to get it up and running. Their Gmail task gadget is great as I have all the info I need on one screen. I also like the report customization capability. Overall, it is clear Zoho had the small business owner in mind when designing this. The automation of my sales process using this tool has significantly improved the efficiency of my pipeline & sales process management. Mark Belchetz, CEO MB Consulting Inc
Although Zoho CRM is free, it offers great value and they also have an invoice component as well. There are some add-ons like Outlook integration, Google Apps integration and email marketing that will cost a few dollars per user, but, it’s very reasonably priced for the functionality you get. I think Salesforce is way over-priced and Zoho is going to give you everything you need. John Joyce, Founder, CEO The Small BizNest
ZOHO, A great easy to use CRM product! It helps us keep organized with our contacts and leads. It is also allowing us to become Americas favorite LIVE CHAT SOFTWARE provider. Adam J. Stass, WebsiteAlive
It took so long to find a great CRM solution and NOW WE HAVE IT. We have used salesforce and ACT – Either too expensive, not enough features or just plain hopeless – ZOHO is the perfect fit for functionality and price. So good that we have recommended it to our overseas partners and suppliers – FANTASTIC! – keep up the good work and thanks for a brilliant solution at an affordable price.
Phillip Key, CEO, eNerwise
I first looked at ZOHO CRM because of the price. I decided to implement it for my company because of the quality. I decided to invest in the platform because of the innovation. In my experience implementing a number of CRM systems from Salesforce.com to NetSuite, ZOHO’s feature set and ease of use made it the best fit for my company regardless of price.
Adam Stone, Founder, President & CEO, D-Tools, Inc
ZOHO CRM is simply the best. Without reading ANY help files I was up in running with the ZOHO CRM system in days! By day #4 I had trained my entire team on all processes and functionality and setup a series of automated actions to streamline my operations. I am not a programmer and I have never built databases before, but because of the intuitive and logical interface I was able to setup the entire system myself in the same time it would take me to communicate my requirements to a team of programmers. Unfortunately, I spent 3 months in pursuit of a solid CRM – I was in what I call “CRM Limbo” trying out just about every CRM trial on the net, and getting more and more frustrated with each one. I went through 7 other systems before I embarked on ZOHO through a google search. With other CRM’s I just didn’t know where to start! Very discouraging! The 3 things make ZOHO a winner are that it’s easy to setup, it’s easy to customize as your business evolves, and it’s easy to use and train employees on. I recommend ZOHO to everyone!
Mr. Steve Giovi, CEO, ImplantVision Communications LLC
As a complete novice to CRM software never having worked in a sales environment I had a hard time understanding all the CRM solutions that I tried. Not so with Zoho CRM I found it easy to understand straight out of the box, it did everything that I wanted and more including integration with outlook. Best of all it is free for the first 3 users, I would be very happy to pay for it though just for the ease of use and convenience – the help is good though a little light in places. Overall I am very pleased after becoming very disheartened with other CRM products that I tried.
Lee Edge, BITS Ltd.
Well, I was in for a pleasant surprise! Zoho CRM turned out to be a very solid product. It’s flexible enough to allow for tab, field and sales process customization; has integration with web forms (which to me is a must have these days); has potent workflows allowing for alerts and messages; I haven’t tried lead assignments, but is has that as well. It has everything one needs for support including the knowledge base and a well thought out quotation/product price management engine. But most of all, it’s polished! The big problem with the software these days is that it’s become “feature check mark driven” and usability improvements rarely make their way onto developer’s schedules. Well, this is definitely not the case with Zoho. Two thumbs up and 5 stars!