Customer Spotlight: Caller Experience Company Transforms Customer and Equipment Tracking with Zoho CRM

ProSoundIndustry: Marketing & Advertising

Size: 1-10

Type: B2B

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Pro Sound is a consulting company providing turn-key systems for transforming the customer caller experience. Prosound’s services include writing automated phone messages, recording them, and ensuring the installation works according to a company’s system specifications.   As CEO and founder Chester Hull summarizes Prosound’s approach saying, “Why are your callers reaching out to you, what are they expecting, and how can we make that experience better.”

Challenges:  Migrating to a CRM solution with a large database of contacts and implementing mobile

We faced an intimidating task: Transferring the existing database of thousands of contacts into a cloud-based CRM solution. Additionally, we wanted to restructure the way we interact with customers to take advantage of mobile integration so customer information could be accessed and edited wherever we went..

Prosound needed a CRM solution that  could quickly import contacts and easy-to-use mobile features without incurring substantial cost.

Prosound’s  selection criteria for a CRM solution was:

Low cost barrier to entry – With the myriad of CRM solutions available, we did not want to end up spending a lot of money on a CRM solution that didn’t fit our needs.

Mobile Integration – Prosound performs a large number of field visits and needs to access customer information on-the-go..

Flexibility – Customer equipment tracking requirements constantly change for Prosound, so we needed a CRM solution that allows us to easily customize and change the tracking fields.

Connectivity – Ability to sync with email management software foreasy data sharing.

Solution:

Prosound’s choice to try Zoho CRM was quickly validated with the ease of implementation. .

Soon after trying the free trial, we decided that Zoho CRM was the solution.

It was just so easy and intuitive, and it satisfied every one of our requirements.

Tools that helped us grow:

1) Customization

2) Zoho Creator

3) Workflow automation

Result:

 1)Zoho CRM’s first major impact for Prosound was that it enabled much better tracking.

“Before implementing Zoho CRM, we didn’t have a reliable track of the equipment we had at a client’s site, what the status was, and what kind of phone system they had.  This information just slipped through the cracks. This was one of the first customizations we used with Zoho CRM.  Now we can quickly pull up that information as we’re talking to a customer and know exactly what equipment they’re using.” 

2) Prosound has also been able to take advantage of Zoho’s cross product connectivity.

Since implementing Zoho CRM and Creator, Prosound has enjoyed steady growth which we largely attribute to our team navigating through customer data quickly and easily.

Zoho CRM saves us a ton of time and really allows us to have smooth and quick interactions with customers allowing us to fit in more work per day

“I recommend Zoho CRM as often as I can because the barrier to entry is so low and anyone can jump in, starting using Zoho CRM, and get the advantages right away. It’s free, extremely customizable, and flexible, and it’s mobile!”

– Chester Hull, Prosound

 

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