We wanted a CRM that could be used by every Team Schein member in the NZ business with an ultimate vision of recording all key customer touches into one central location, resulting in improved customer experience.
HSNZ narrowed down a possible alternative to Salesforce being ZOHO One and we found Go Biz IT as a partner to work through the transition.
We did not want to be sold on another product or product enhancements, we required an expert to transition 160,000 records and our existing customization from Salesforce to ZOHO CRM, setup the ZOHO CRM interface and ensure Zoho Campaigns were working correctly, adequate training was performed and all of this had to be done in a time frame of 4 weeks.
Since we could not afford losing data or not having a CRM system to serve us, migration had to be executed precisely over one weekend, so that on Monday we can go live with no disturbance to our operation.
“Go Biz IT was a pleasure to deal with, they were the experts that we were looking for and they did not let us down once. Go Biz IT was very responsive to any requests by the team and resolved queries in a timely manner.”
Technology used: Zoho ONE (70 users), Zoho CRM, Zoho Projects, Zoho Desk, Zoho Campaign Matthew Kaye, Finance Manager at Henry Schein New Zealand
At Mercury Energy use ZOHO for lead management through to the point of Sale, the customer details are then imported into our company wide CRM. We currently use an Enterprise CRM that is designed around Customer Service and our billing (due to complexity), but does not currently include Lead management. For our small internal business sales teams we were using spread sheets to manage leads. This was always very difficult, and after looking at alternatives we tried ZOHO.
Due to the simplicity of ZOHO we are now able to manage this within the sales team, and currently do not require I.T support which has given us the flexibility to be able to make instant changes. Originally this was meant to be a temporary tool until we were able to add lead management to our existing CRM. We are approaching two years with ZOHO. We started with a few people in the Business Sales Team and have extended this to our residential sales team which is much larger.
We have been able to increase results, save time and create visibility through reporting which has led to numerous opportunities. All for a fraction of the costs of the competitors.
My only advice when starting out is “make sure you stick the problem you are trying to solve when implementing, then add on the extra’s afterwards. Our original problem was simple – we wanted to replace the spread sheets, and ZOHO did that for us in 10 days. 2 Years later we have added a number of other features i.e ZOHO Reporting and ZOHO mobile and more… which has creating a number of other opportunities for our sales teams”.
“I’ve never heard of a tool so easy to deploy”
The Warehouse Group – the largest retailer in New Zealand doing over $3 billion in business with over 15,000 employees, implemented Zoho One across their organization. In just a few weeks they implemented a new support system, cut their response time by days, and were able to communicate effectively with every employee for the first time. The Warehouse Group cut down on spreadsheets and now uses Zoho apps to improve organization and make information more accessible.
Timothy Kasbe, Chief Information and Digital Officer :
“Warehouse Group felt that we have to change as a retail company. One of the things that we have not been able to do is to communicate with all our 15,000 employees. Before choosing Zoho, the cost of getting communication platforms in place was too high, so we’ve never been able to do that. With the Zoho Cliq we can now communicate with every single employee either one-to-one or one-to-many.
Our CEO can have conferences and make sure that people get to hear messages directly from him which is a very powerful proposition for us.
We used to handle all calls from 15,000 employees for HR related issues and it would take four to five days to get back to the employees. Now the entire process is automated and our internal employees are getting service in near real-time using Zoho.
Zoho One is anything you would need for automation of the office and employees. It’s all available here: from your spreadsheets to your documents to your presentations to your collaboration tools to your communication tools to your video to managing infrastructure. They call it the operating system of the business and it actually is the operating system of the business!
I’ve never heard of a tool so easy to deploy and that the business was able to configure and deploy it to their end users”.
Mark Ashton, GM People Support, Operations and Continues Improvements:
“The advantage of having one complete solution is entering information in one place accessed in many places so from an internal customer you get a similar look and feel.
Once you get used to the system as you move around apps, you intuitively know how to use that app because it’s got the same look and feel. The fact that it’s mobile accessible, opens it up for our organization that’s got multiple sites, multiple locations, across different countries.
My favorite currents app is Zoho Desk, because it really services the need of our operating model in HR.
Zoho Desk was that intuitive that simple, that it took about eight weeks from seeing the demo to implementing it!”
The Insulation Warehouse Ltd (TIWL), is a Kiwi owned and operated business that offers great service, knowledge, range and pricing for home insulation solutions.
Due to larger demand for TIWL services, it had to move from using disconnected insulated applications like Google Spreadsheets, Mail, Calendar and Calls, into a more robust centralized solution that would support the growth of its business without damaging the quality of our services. TIWL also knew that they must connect their CRM into Xero as without it, a lot of double data entries were taking place and it left room for errors.
On discovering the benefits of Zoho One and Zoho CRM we approached Go Biz IT. After an in-depth analysis of the situation at TIWL, Go Biz IT provided a customized version of Zoho CRM with bi-directional synchronization to Xero. Additional modules such as Invoice, Quotes, Sales Orders and Products were set in Zoho CRM to grant us a 360-degree customer view, which recorded all of the interactions that TIWL has with its customers including all past emails.
To ensure continuity and uniformity of processes, the blueprint was embedded in the Deal process as well as with Sales Orders and Invoices which include a great deal of automation.
Now TIWL deals can be accurately tracked while keeping an accurate track of mandatory attachments like insulation certificates etc.
With the use of Zoho CRM, TIWL is now able to send Quotations and Invoices and Insulation Certificates to our various customers while using Zoho templates and automation.
With the implementation of Zoho One in our everyday business, TIWL achieved the below results:
“We love the fact that Zoho CRM is highly customizable to fit our specific business and industry needs. Go Biz IT was able to customise Zoho CRM to meet our specific internal blueprint and business process.”
“TIWL can measure and report metrics of every module. Zoho CRM helps us to keep with the team’s performance, carry out our sales forecasting and help helps us make smarter business decisions.”
Technology used: Zoho One (12 users), Zoho CRM, Zoho Mobile, Zoho Wrokdrive, Zoho Mail, Zoho Campaign
Kevan Hunt, Director The Insulation Warehouse
Cabtec is Joinery manufacturers since 1993. As the Cabtec’s business is growing quickly, they needed a more seamless, robust and bulletproof solution. They picked Zoho CRM to cover their Sales Process and Zoho project to cover Operational and delivery of their products.
Here is a testimony of what Damien, Cabtec Sales manager was thinking about working with Go Biz IT:
“I was hired to be the Sales Manager of a family-owned manufacturing business, they had spreadsheets and accounting software. I compared CRM solutions and Zoho was by far the best value and had the tools we needed to grow our business now.
I tried a few Zoho partners to help with the development of our Zoho needs and Danny Nissani at Go Biz IT has been by far the most reliable, honest and knowledgeable Zoho partner, I have worked with. Having worked with Danny Nissani for 3 year, I can confidently provide you with this testimonial – Go Biz IT is the only Zoho partner I will use because TRUST is everything. “
Technology used: Zoho One (12 users), Zoho CRM, Zoho Mobile, Zoho Wrokdrive, Zoho Projects, Zoho Analytics, Zoho Forms, Zoho Survey.
Damien De Ment, Sales Manager Cabtec
I was with Salesforce before I moved to Zoho CRM, and I found Salesforce to be outrageously expensive for what it was providing, For me, nothing in Salesforce was any more powerful than what I can do with Zoho CRM. But Zoho CRM costs just a fraction of Salesforce – $15 per month vs. $100 per month – so I’m saving over $1,000 per year per user.
John Buerger, CFP™ Professional ALTUS
The interface is very intuitive, I barely had to use the help feature to get it up and running. Their Gmail task gadget is great as I have all the info I need on one screen. I also like the report customization capability.
Overall, it is clear Zoho had the small business owner in mind when designing this. The automation of my sales process using this tool has significantly improved the efficiency of my pipeline & sales process management.
Mark Belchetz, CEO MB Consulting Inc
ZOHO, A great easy to use CRM product! It helps us keep organized with our contacts and leads. It is also allowing us to become Americas favorite LIVE CHAT SOFTWARE provider.
Adam J. Stass, WebsiteAlive
With Zoho CRM, we now have complete visibility of our clients and client interactions. We also have an easy way to follow up on the leads we get from our website. Zoho CRM lets us disperse those leads to our team, and we’ve set up some automated processes, alerts and tasks to make sure that we give our customers the best possible service and support.
Kevin Lippert, President JetHub LLC