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EcoMark Solar Uses Zoho Reports

Ian MelchiorVP of IT, EcoMark

With Zoho Reports, we can now identify metrics telling us the health of a certain department, quality of our leads, and employee performance. We can also identify trends which help us with forecasting.

Business

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

Challenge

EcoMark was initially using Salesforce CRM. But as EcoMark grew and started adding more users, Salesforce simply became too expensive. It was time for Melchior to determine which CRM to use for the foreseeable future – bite the cost bullet and hope Salesforce eventually pays off, or try another solution.

We were expanding exponentially and had started recruiting sales representatives, customer service managers, etc. We were in need of a fully featured CRM tool that could accommodate at least 20 users costing arm or a leg. We were also looking out for an efficient reporting tool that would offer deeper analytics on our data.

Solution

Melchior started looking for a CRM with an intuitive and easy-to-understand interface. This was especially paramount considering Melchior also had to train 20+ members of his staff to use the CRM.

With several members of EcoMark's team having prior experience with Zoho, that became the logical choice to try. Fortunately for EcoMark, the search process stopped with Zoho CRM as they found a solution that met their criteria.

Soon after implementing Zoho CRM, Melchior started using the CRM advanced analytics add-on powered by Zoho Reports as well.

Although Zoho CRM has a great reporting tool, I wanted to use something with some more robust features, so we decided to integrate with Zoho Reports.

Results

Melchior finds Zoho CRM Advanced Analytics Add-on very beneficial. "We’ve been using Zoho for about a year now and so far so good! With reports, we can now identify metrics telling us information about health of a certain department, quality of our leads, and employee performance. We can also identify trends which help us with forecasting"

Zoho Reports has been extremely critical to our business and the integration with Zoho CRM is invaluable.

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