Zoho Reports Case Studies


EcoMark Solar Case Study

Case Studies

>>EcoMark Solar Case Study

EcoMark Solar - Migrating from Salesforce to Zoho CRM/Zoho Reports
"We were expanding and had sales reps, customer service, managers, etc. and really needed a full featured CRM that could accommodate at least 20 users but didn't cost us an arm and a leg." - Ian Melchior, Vice President of IT

 

The Organization

EcoMark Solar is a company based in Denver, Colorado whose goal is to accelerate the adoption of solar energy on a grassroots level. Specifically, EcoMark is a marketing, lead generation, and channel sales firm that specializes in public outreach and persuasion on behalf of the renewable energy industry. They specialize in selling residential solar capabilities.

 

The Challenge

EcoMark was initially using Salesforce CRM. But as EcoMark grew and started adding more users, Salesforce simply became too expensive. It was time for Melchior to determine which CRM to use for the foreseeable future – bite the cost bullet and hope Salesforce eventually pays off, or try another solution.

 

The Solution

Melchior started looking for a CRM with an intuitive and easy-to-understand interface. This was especially paramount considering Melchior also had to train 20+ members of his staff to use the CRM.

 

With several members of EcoMark's team having prior experience with Zoho, that became the logical choice to try. Fortunately for EcoMark, the search process stopped with Zoho CRM as they found a solution that met their criteria.

 

Soon after implementing Zoho CRM, Melchior started using the CRM advanced analytics add-on powered by Zoho Reports as well.

 

Says Melchior, "Although Zoho CRM has a great reporting tool, I wanted to use something with some more robust features, so we decided to integrate with Zoho Reports."

Benefits & Results

Melchior finds the Zoho CRM Advanced Analytics Add-on very beneficial. "We’ve been using Zoho for about a year now and so far so good! With reports, we can now identify metrics telling us information about health of a certain department, quality of our leads, and employee performance. We can also identify trends which help us with forecasting"

 

"Zoho Reports has been extremely critical to our business and the integration with Zoho CRM is invaluable. Going forward, I’m excited to start using the forecasting feature and the possibility of integrating with Zoho Campaigns."

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