Sales coaching and training firm switches from Salesforce to Zoho for a more customized and affordable CRM experience. Karl Teddy Anderson, owner
IndustryCoaching & training
Size1-10 employees

Based in Columbus, Ohio, the three-person company helps its clients develop their sales processes and systems. “We work with people that have to sell, but selling isn’t what they do. They’re not professional sales people,” said company owner Teddy Anderson. “So our goal is to take the dread out of selling.”


Challenge When it comes to CRM systems, Anderson Sales Advantage is both a user and an advocate. Anderson has used CRM software for years, including Most of his clients, however, have no CRM experience. In fact, when Anderson focused his business on sales coaching and training, he found that most of his clients had no sales pipeline or lead management. In other words, these clients weren’t just new to CRM software, they were new to CRM as a fundamental business process to support pre- and post-sales activities.

“I needed a CRM system that would be easy to set up and easy to train my clients to use, so it had to be easy for them to understand,” said Anderson.

“Zoho CRM hits all those points, and the price is great for an independent or a solo entrepreneur. I had been using Salesforce previously, and I found that Zoho CRM is very comparable. And the price is a lot better. The icing on the cake being the integration between Google Apps & Zoho CRM”


Solution As both a user and promoter, Anderson appreciates the flexibility of Zoho CRM. The companies and individuals that turn to Anderson Sales Consulting all have different terminologies and ways to track their customers and prospects. The customization features of Zoho CRM make it easy for Anderson to fine tune the service to meet the unique demands of each of his clients. And the ability to work with his clients in real time, within Zoho CRM, ensures that Anderson gives them the best possible training and coaching.

“With Zoho CRM, my clients can invite me in and let me log in to their CRM accounts to help manage them and train them on how to use the CRM,” said Anderson. “So we’re there from the beginning, helping our clients to set up Zoho CRM, and then we’re actually using Zoho CRM with them as they’re going through training to make sure that they’re developing the system. Because without a system, they’re not going to go very far.”

Other features that Anderson Sales Consulting uses internally or sets up for his clients include leads, contacts, accounts, potentials and campaigns. Anderson also uses many of the reports and dashboards. .

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Result Among other places, Zoho CRM has had a huge impact on the bottom line for Anderson Sales Advantage. “Zoho CRM is free for ten users, so I haven’t had to spend money on the product,” said Anderson. “That’s saving me at least $500 per year compared to when I was using Salesforce. But even the free edition of Zoho CRM offers outstanding flexibility and capabilities. I mean, I’ve worked with Salesforce. I’ve worked with ACT. I’ve tried some others, too, and there’s nothing out there that would make me switch from Zoho.”