Startrade finds the freedom to work from anywhere with Zoho's unique mobility.
- INDUSTRY Information technology and services
- SIZE 1-10 employees
- TYPE B2B
Startrade is an export distributor for industry and logistics operators. They specialize in the packaging, planning, and shipping optimization for companies of all sizes in every industry.
The company spent too much time relying on paper and memory to effectively manage clients and prospects. The CEO of the company, Luis Gardolinski, first forayed into contact management and CRM software with ACT. Though ACT was useful, it was always back at the office on an ACT machine. Everyone had to wait for colleagues to enter data and synchronize manually, so the information was always delayed by at least one day. "While employees were out and about, they never had a full view of what was going on in the office," Gardolinski said. That's when he started searching for an online CRM solution that would allow anyone to see what's going on with each client at every stage of the sales cycle, no matter where they were.
Gardolinksi's employees were spending more and more time in the field, needing access to company information. He found Zoho and chose to move over. "It's always a challenge when you change a piece of software you've been using for seven years to something else," Gardolinksi said. All the CRM solutions Startrade looked at were either too complex, too resource-intensive, or too expensive. What really sold Gardolinski on Zoho was the speed of customer service, especially while testing the free version. After sending a help request, he got a response in 30 minutes and the problem was solved within the hour. It was also very easy for him to import all of their data from ACT to Zoho quickly. He was able to create relationships with the new customers and renew them with the old ones by focussing on the client's information and calling them right away.
Now that all of their information is online, Gardolinski and his team can travel wherever they want and still have complete access to all of the company data. "You can import your data easily, but don't just import everything," advises Gardolinski. "Use the move to a new system as an opportunity to renew your database like we did. Call your clients and update all their information. It takes more time, but it's worth it to do it right."