Renewable Energy Made Possible By Zoho

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

Challenge

EcoMark Solar had been using Salesforce before they moved to Zoho CRM. The catalyst for EcoMark switching CRM services came after its business model changed. Previously, the company had a single user account, but the changes to their business model meant that they now needed a system that could handle multiple users. "We were expanding and had sales reps, customer service reps, managers, etc., and all we needed was a fully-featured CRM that could accommodate at least 20 users without costing us an arm and a leg," said Ian Melchoir, VP of Technoloy.

“One of the things that has been really helpful in getting running with Zoho CRM is the live chat support – those guys are great!”

Solution

Since several members of EcoMark’s team had prior experience using Zoho products, it became the logical choice to try. Fortunately, their search process ended once they tried Zoho CRM. "We were able to get off to a fast start with Zoho CRM right away, primarily because of the simple and intuitive user interface," Ian said.

Results

Over the last year of using Zoho CRM, the teams at EcoMark Solar are already seeing major benefits and improvements to their daily workflows.“With [Zoho's] reports," says Ian, "we can now identify metrics telling us information about the health of a certain department, the quality of our leads, and employee performance. We can also identify trends which help us with forecasting.” Additionally, Ian has noted that Zoho CRM's workflow rules have become one of EcoMark's most used and valuable tools in the CRM system. "In fact, now we couldn’t operate without those features." --Ian Melchoir, EcoMark Solar.

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