ActionCOACH uses Zoho CRM to manage and track their client and prospect lists.

ActionCOACH Is the world's leading business coaching company. Founded in Brisbane, Australia in 1993 by Brad Sugars, the company began franchising its concept in 1997, and now operates with about 1000 offices in 54 countries across the world. Action Coach, Team Sage is a franchise member of this very successful operation. They help business owners fix their processes of time, team, and money.

Challenge

The major challenge was to keep track of and manage correspondence with all clients. "The client and prospect base is the largest asset of most businesses. If you don’t have that documented somewhere, that’s a huge asset going unaccounted for in the business," says Jody Johnson, head of Team Sage.

Zoho helped ActionCoach manage everyone and everything all in one place. From prospects to clients, we can keep track of with all kinds of correspondence.

Solution

Jody Johnson became aware of Zoho from the CEO of ActionCOACH of the Americas. Johnson now recommends Zoho to all of her clients. They tried two other contact management programs that failed because they either didn’t work with Outlook or weren’t customizable. Johnson’s team facilitates communications by utilizing more than two dozen email templates. They can now track progress, see bottlenecks, and identify how certain businesses will affect their revenues.

Results

Johnson started with Zoho three years ago. "If I could do it all over again, I would have hired a Zoho consultant to simply tell my team and I everything Zoho can do to help our business. Most business owners don’t have a way of tracking a customer list or prospect list. They don’t have an integrated way or holistic way of reaching out to them," said Johnson who sees this on a daily basis working with businesses. "A contact management system of any kind is really important." Zoho does it all without making her juggle a bunch of different products and programs.

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