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Financial services firm utilizes Zoho CRM's Gmail integration for increased efficiency. John Buerger , CFP™ Professional
IndustryCapital Markets
Size51-200 employees
TypeB2B

ALTUS Wealth Solutions is a registered investment advisory firm specializing in financial planning for business owners and entrepreneurs, alternative investment strategies, and college funding solutions. Based in San Luis Obispo, California, ALTUS is run by John Buerger, a certified financial planner professional, wealth coach, and fiduciary advisor;making ALTUS a one-stop shop for people who need a financial strategy, the coaching to execute that plan, and an advisor who is ethically and legally obligated to serve the clients’ best interests.

Challenges

ALTUS has “thousands of relationships with prospective clients, financial services peers, and other people Buerger has met. Buerger operates ALTUS as a solo entrepreneur, one responsible for paying the bills, including the bill for the CRM software he uses to stay on top of his relationship network. As a result, ALTUS needed a full-featured CRM that’s both easy to use and easy on the pocketbook. .

Solution

As a web-based service, Zoho CRM lets Buerger work from his home office, from his office in downtown San Luis Obispo, as well as on the road with the Zoho CRM for BlackBerry app. The tipping point for making the switch to Zoho CRM was email integration with Gmail.. Another key feature was the customization options that let Buerger personalize Zoho CRM to meet his own unique needs and preferences.

Other features ALTUS uses include invoices, reporting, and bulk mail. Buerger notes that Zoho CRM lets him create custom reports or printouts with almost any piece of data he wants. “I could never do that in Salesforcewithout paying an additional fee per month for some kind of special reporting software,” Buerger said.

Tools that helped us grow

Results

“I would not be able to manage my business without Zoho CRM. It’s an expansive system that I can tweak on my own, without third-party help,” said Buerger. “And Zoho CRM is extremely fast and responsive. When I type a search, the results flash up on the screen in a useable format very quickly so I’m not left staring at an hourglass.”