Case Study - Milagro Advisory Group

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quote-leftNo matter the size of your organization, you need to put your toe in the
water with a program like Zoho.quote-rightMark Stacey, CEO
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About Milagro Advisory Group

The Milagro Advisory Group, LLC is a business management advisory group that aids companies—of all sizes, all market segments, and at all levels of development—grow and manage their respective businesses. Mark Stacey is the CEO of the Milagro Advisory Group. He is also the co-founder of Alcance Media, a five-year-old advertising network for the Spanish marketplace.

Challenge

Stacey has a long history of using contact management and CRM applications. Back in 1989, he computerized his Rolodex with a DOS-based version of ACT. Immediately, his business experienced rapid growth. He quickly became a convert to the importance of CRM systems.

While Stacey stayed with ACT for many years, he still faced a major challenge keeping up with the program’s evolution. Each version required new installations and proper training in order to take advantage of the upgrades. He was getting frustrated, yet he still upgraded.

Up until that Zoho recommendation, Stacey wasn’t looking at any other CRM solution. He was just trying to get ACT and also Microsoft's Business Contact Manager to work.

While Zoho CRM had all the functionality they needed, the fact that it operated in the cloud was its major selling point, said Stacey.

Stacey also liked the friendly interface which made it a lot easier to train his staff. Also admitting to not being technically proficient, Stacey claimed Zoho CRM is the easiest program he’s ever used.

Solution

It didn't take long to jump on board with Zoho at Alcance and Milagro. After just a few weeks of importing, configuring, and training, his staff were all in the field utilizing Zoho CRM.

Stacey used Zoho CRM to manage sales teams, databases, and people in business development and operations.

Result

Before Stacey discovered Zoho he resigned himself to being frustrated with the tools he had. He advises others not to go through the same aggravation.

"No matter the size of your organization, you need to put your toe in the water with a program like Zoho,” said Stacey. “The savings and return on productivity cannot be dismissed."

"Why wait?", asks Stacey. He recommends anyone not already using CRM to open your own personal free account, play with it over the weekend and see if it can work for you.

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