After sitting in on a complimentary CRM overview demo based on a recommendation from a colleague, we began talking with AspenTech CRM about how to improve our customer-centric systems and put in place the tools necessary to help manage our growth. As a fast growing professional analytics, consulting and software firm, our growth outpaced our home-grown systems we had been using to manage opportunities. Marshall showed us how a CRM system was the right tool for us. Together with AspenTech’s guidance we evaluated several systems, quickly narrowing our choice to Zoho CRM. We relied on Marshall’s thorough knowledge of Zoho CRM and the Zoho family of business app to show us how each aspect of our sales, marketing, support and operations would benefit from the system. Marshall guided us on a systematic approach to implementing Zoho, starting with documenting our specific requirements. Because I prefer to be a hands-on administrator, AspenTech tailored their engagement with us so that we had just the right amount of guidance. Marshall and his team worked with us to learn how to configure and customize Zoho CRM to meet all of our needs. Once the CRM system was ready, Marshall conducted customized hands-on training sessions that were targeted to each employee group’s specific usage requirements. This training went far beyond pure mechanics to include specific work processes that enabled each member of our team to see what’s in it for them, enhancing adoption. Marshall and AspenTech CRM have continued to be there for us as our experience with Zoho CRM continues to grow. We’ve been extremely happy with their responsiveness and depth of knowledge and would not hesitate to recommend them to anyone.
Director of Sales
Marshall, I just wanted to take a minute to thank you and your staff for the exceptional service and implementation we received from AspenTech CRM with our Zoho CRM implementation. I feel like you and your staff went above and beyond to make certain that it met our unique needs as a small business owner, I am truly appreciative of the extra efforts. Hope all is well!