TECO has two offices and eight sales people working remotely. TECO’s sales staff is knowledgeable about application engineering and works closely with customers who rely on them to help engineer a project, as well as provide needed components.
Prior to implementing Zoho CRM integrated with Gmail, TECO had a difficult time getting employees to login to and use the former CRM system, Salesforce.com. The employees felt they derived little or no value from the system, and felt that it was just an added tool that wasted their time. Because only a handful of employees were using the system, it failed to provide management with the solid information needed to make strategic decisions; therefore, both TECO and the customer suffered.
Zoho CRM's integration with Gmail provided TECO with the seamless solution they had been looking for. All TECO employees use Zoho CRM as their client application to communicate and register activities with customers. Instead of using a standard email , TECO employees use Zoho CRM because it provides a more intuitive and productive way of working. This widespread adoption, provides a simple and aggregated view of each customer’s status. Additionally, it helps sales staff provide better customer service and gives management valuable insight into their customers’ experience.
Tools that helped us grow
Johnson started with Zoho three years ago. If she could do it all over again, she would have hired a Zoho consultant to simply tell her and her team all the things Zoho can do to help her 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." For me, Zoho does it all without myself juggling between different product, said Jody Johnson.
Since switching to Zoho CRM, TECO Pneumatic has experienced three major benefits:
Adoption: CRM adoption rate by TECO employees has tripled since the move to Zoho CRM and Gmail. TECO now has information on each customer at their fingertips:, whether it is communication via email, details from a phone conversation, details about an opportunity or information regarding a service-related issue. All information in one place that everyone has access to and uses regularly.
Customization and automation Zoho CRM is much easier to configure and customize. TECO is able to add fields for information gathering without needing the expertise of a programmer. This feature allows the business managers to create forms and templates to exchange information with their customers either through TECO's staff or via an automated process.
Cost Savings: By moving to Zoho CRM, TECO spends just 25 percent of the cost spent on Salesforce, equating to a savings of $45,000 per year.