Luxury Business enjoys the “Luxury” of Z-CRM

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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.

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3 Tips to Make Sales Reps love (and use!) Your CRM

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Let’s face it. Most of your salespeople don’t like using a CRM system. They don’t like the manual data entry that’s involved to update it. They don’t like to spend endless hours doing reports. And most frequently, they complain about their CRM system not being user friendly. But as much as you can blame your CRM software, you can also blame the way it’s been setup, the way it’s been implemented and managed. So how can you make your CRM system friendlier and get your salespeople to embrace it?

Here are 3 tips that can help sales reps get things done better and faster:

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Know your Sales Funnel using Advanced Analytics

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When we published the Gain More Insight Into Sales With 3 Types of CRM Reports post, CRM user Wendy Wright wanted to know, “What % of leads were closed/won in the last month?” (i.e., how to know the total number of leads got, to those that finally got converted to sales)

This is where the Advanced Analytics Add-on for Zoho CRM, powered by Zoho Reports, comes in. It helps CRM users to slice and dice data, and get actionable insights.

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Customer Spotlight: Finding Unrivaled Support with Z-CRM

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Two years ago, Rich Cornell decided it was time for him to venture into an independent business offering insurance and benefit solutions to employers.  Having previous experience in this field Cornell knew that tracking leads and customers would be of utmost importance from the very beginning.  As such, finding a CRM solution was one of his first orders of business.

As an experienced CRM software user, Cornell had experienced various problems with the previous tools he had used and, now starting a new business, he really wanted to find a solution that was simple, flexible, and cloud based. However he still had reservations about switching from the CRM tools that he was already familiar with, despite their shortcomings, to try something new.

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Making the right connections, made easy with CRM

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This is a guest post by Lindsay Garrison, Chief Problem Solver at On the verge, inc., a Zoho Alliance Partner in the Greater Boston Area.

You’ve probably heard that user adoption is one key to CRM success. If you can’t get your staff to log in and use it, then you don’t have a viable customer relationship management solution. And, while there are many things I can do for my clients, one thing I can’t do is make them use their CRM system.Zoho-CRM-making-connections

Earlier this year we had the opportunity to help a non-profit agency implement Zoho CRM. Their employees had experienced two failed software initiatives in the prior two years; to say that the staff was not enthusiastic to go down that road again is an understatement. This organization has a staff of 60 people who are spread from Vermont to China – and had no centralized information. It was typical for someone to wait hours (and waste time) just to track down a name or email address. It was hurting morale and productivity, and they had to fix it.

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Business Owner, Professional, Executive? 5 Ways You Can Improve Your LinkedIn Game

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I’ve been on LinkedIn almost since its early days. To be honest, at first I didn’t see a lot of value in it, so I just created my profile and left it alone. Then, about 6 years ago, Paul -a colleague of mine at the time- pushed me to be more proactive with it (and with networking in general). I took that advice to heart – and it has paid off.

Now it’s 2013 and I’m amazed when I see young (and old!) professionals who have a gazillion friends on Facebook, but don’t have a decent LinkedIn profile. In fact, this post was inspired partly by one of my colleagues on my team that, to my dismay, barely had a LinkedIn profile. And she’s in sales. C’mon! If you’ve got more friends in Facebook than connections on LinkedIn, you’re doing it wrong. Whether you are a professional just starting your career, a seasoned executive, a freelancer or a business owner, you need to step-up your LinkedIn game. Today.

The multiple uses of LinkedIn
What people don’t realize about LinkedIn is that it is a big resource for a lot of work-related situations. While traditional resumes are not dead yet, LinkedIn has been encroaching on that territory for some time now. But having your resume online is not the only reason you want to use LinkedIn. There are multiple other situations in which it is quite useful: Read more

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

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“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 

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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