Zoho has become a popular topic of conversation among small business owners and SaaS industry experts in recent years. Many people are curious in how a modest Indian software development company evolved to become one of the country’s major SaaS enterprises. In addition, it provides some of the greatest business software available on the market. After all, Zoho provides a significantly broader choice of products than any other provider, yet it still manages to keep its prices lower than the competition.

The customer relationship management software (CRM) from Zoho is a powerful tool that may greatly speed up your sales process.
Get the Customer Relationship Management tools to customize customer contacts, customer interaction, the customer journey, and to encourage departmental collaboration throughout the whole customer experience.
You must decide how to develop, enhance customer retention, and maintain a strong relationship with your current customers and potential customers after using a cloud-based CRM system.

Despite the fact that some firms have begun to lower their pricing in order to compete with Zoho, there is no disputing that Zoho is a truly unique company that stands out in the industry. Furthermore, you can even alter a Zoho CRM to suit your particular business requirements.

Related blog-Nine Tips On How To Make Your CRM Implementation A Success

What distinguishes Zoho from the competition? Continue reading to learn about 5 CRM success stories that will motivate you to choose a Zoho Customer Relationship Management system.

5 CRM Success Stories That Will Inspire You To Implement A Zoho CRM Solution

Success Story no.1- Amazon India Helps Retailers Flourish Through Zoho CRM

The Business

Amazon.com, Inc. is an American multinational technology company that specializes in e-commerce, cloud computing, digital streaming, and artificial intelligence. It has been called “one of the world’s most important economic and cultural forces” and is one of the most valuable brands in the world.

Jeff Bezos began Amazon from his garage in Bellevue, Washington on July 5, 1994. Originally a book-selling website, it has since expanded into a wide range of other categories, earning it the moniker “The Everything Store.” It has a number of subsidiaries. Amazon has earned a reputation as a disruptor of well-established industries thanks to its technological innovation and massive size.

According to revenue and market share, it is the world’s largest online retailer and marketplace, smart speaker provider, cloud computing service provider through AWS, live-streaming service provider through Twitch, and Internet firm as of 2021. Outside of China, it eclipsed Walmart as the world’s largest retailer in 2021, thanks in large part to Amazon Prime, a monthly subscription service with over 200 million subscribers globally. It is the United States’ second-largest private employer.

Introduction

In 2013, Amazon expanded its operations to India. For a Seattle-based corporation, India’s diversified and crowded economy presents a fresh possibility. However, only around a fifth of India’s population has access to the internet. Only a small percentage of that group has done any online shopping. With minimal exposure to technology, Amazon realized that it wanted to make it easier for sellers who were less tech-savvy to learn how to use the ecommerce marketplace. Amazon’s goal was twofold in order to achieve this:

1.  Providing merchants with access to service providers who can help them make the necessary changes

2. Providing customers and sellers with the finest online buying experience possible.

Amazon required a CRM, but not just any CRM, to make this happen. They said, “One that was flexible enough to support our distinct operational needs and expand as we grow.”

The Challenges in finding the right CRM platform.

Amazon India required a CRM platform that was adaptable, configurable, and simple to learn. The reason for this is that a bigger number of vendors want to come online with Amazon as soon as possible. The ecommerce business in India was booming, and Amazon India sought to keep ahead of the competition.

Finding a Solution

For Amazon Zoho CRM was the right tool and platform.

The Amazon team said- “We decided that Zoho was the tool to use because it met our usability requirements, and we could easily customize it to meet the unique needs of our operation.”

Without the assistance of an outside expert, Amazon India decided to migrate to Zoho CRM. One of the most essential aspects of data transfer was that they were able to simply move all of their data to Zoho CRM on their own. It took them only four days to complete the data migration and a week to complete the switch.

Despite this, the company decided to make the change without the assistance of an outside consultant. Tolbert, in fact, handled the full transfer to Zoho CRM. He claims that the data migration took only four days and that the organization transitioned completely in roughly a week.

Results after adapting to Zoho CRM.

 Assuring quality and growth in operations  

Amazon was able to organize its previously unstructured service provider network in India after integrating Zoho CRM into their system. They were able to see the entire network of service providers in real time. Zoho CRM is straightforward and easy to use for Amazon, with a welcoming design and customization features.

Zoho CRM has evolved into a full-fledged business platform that is more than simply a contact management solution. They may be able to interface with Zoho Reports and extend the platform to include different services for sellers, such as SMS, email, and notifications, so that they are aware of who has contacted them, the status of their job, and so on. With the usage of Zoho CRM, the system, which was before poor, may be strengthened.

“There is no doubt that I would recommend Zoho CRM for its flexibility and ease of use.” “We now have a huge volume of sellers using our services. It has helped us grow and quickly at that.”- Anand Goyal, Director Amazon India.

Success Story no.2- Wessuc’s acute conversion from their legacy software to Zoho CRM signaled a risk, but turned out to be the best decision they made.

The Business

Results after adapting to Zoho CRM.

 Assuring quality and growth in operations  

Amazon was able to organize its previously unstructured service provider network in India after integrating Zoho CRM into their system. They were able to see the entire network of service providers in real time. Zoho CRM is straightforward and easy to use for Amazon, with a welcoming design and customization features.

Zoho CRM has evolved into a full-fledged business platform that is more than simply a contact management solution. They may be able to interface with Zoho Reports and extend the platform to include different services for sellers, such as SMS, email, and notifications, so that they are aware of who has contacted them, the status of their job, and so on. With the usage of Zoho CRM, the system, which was before poor, may be strengthened.

“There is no doubt that I would recommend Zoho CRM for its flexibility and ease of use.” “We now have a huge volume of sellers using our services. It has helped us grow and quickly at that.”- Anand Goyal, Director Amazon India.

Success Story no.2- Wessuc’s acute conversion from their legacy software to Zoho CRM signaled a risk, but turned out to be the best decision they made.

The Business

Wessuc Inc. transforms waste into value by providing solutions for municipal, industrial, and agricultural wastewater infrastructure and processes. Wessuc, a family-owned and controlled company since 2000, is concerned about the environment and how its operations may benefit it.

Introduction

Because of the growth of Wessuc’s business, they realized that their limited reporting system was posing a threat to their professionalism. The company had previously used Jonas software and was looking for a system that would allow them to enter data once and make it available across their network and geographical restrictions.

The Challenge-Reporting system and legacy software

Wessuc were using number of different system 

Wessuc have been using a variety of systems over the years. They were using a new CRM program named Jonas, which did not integrate effectively with the current system. Each of the systems they were employing lacked a sync; none of them functioned effectively together, and as a result, information was being repeated, wasting valuable time. The outdated software has complicated the operation of the two systems, and they are searching for a simple solution.

Because Jonas tracked data in such a complicated way, data migration from their prior software, Jonas Software, was difficult.

Evaluation and finding a solution

Wessuc made the decision not to compromise this time and began looking for alternatives. They had two possibilities, one of which was Zoho and the other was Salesforce.

One of their customers heard about a consulting firm during a recent CRM deployment and decided to contact them.

Wessuc had heard excellent things about OTP Design-Works from a customer who had recently completed a CRM system, so they decided to contact them.

Introducing Zoho

Wessuc opted to go with Zoho and was able to import data from 5 to 6 old software systems into Zoho with the support of a Zoho consulting partner.

Wessuc’s sales team was one of the first to use Zoho, but they wanted it improved throughout the company. They wanted a unified system that would help them scale and grow their business by lowering expenses, eliminating redundant data entry, and improving user-friendliness and accuracy.

Wessuc’s requirements were addressed by Zoho CRM, which was incredibly user-friendly but sophisticated in its capabilities. Zoho also brought more assets to the table. Wessuc identified an opportunity to invest in, assisting them in daily business operations. They used to have to wait until the end of the month to know if a task was profitable, so this immediate analysis was quite useful.

“Everything made sense in terms of growth, development, speed, accuracy of all of our departments, and this is what Zoho brought to the table.”Phil Cron, Director of Sales.

Outcome

Wessuc takes a distinctive approach to work. Their clients, vendors, and software must all deliver high-quality work.

Wessuc sees its partnership with Zoho as fruitful and exciting, and they intend to keep it going. Wessuc believes their relationship with Zoho to be promising and looks forward to expanding it beyond the suite of apps that Zoho provides.

“We didn’t buy Zoho based on the dollar value. We based on what was best for the company overall and how the system could actually work with every aspect of our company and as we grow our company, will this also grow with us.”Phil Cron, Director of Sales.

Success Story no.3- Zoho CRM Helps Aqua Expeditions In Their Expansion To Coastal Cruising

The Business

Aqua Expeditions has provided excellent levels of personalized, five-star service across its fleet of luxury cruise ships since its inception in 2007, thanks to a very exclusive 1:1 crew-to-guest ratio. Today, the firm is a recognized global leader in luxury small ship cruises to South America and Asia’s most wildlife- and culture-rich places. Aqua Expeditions’ High Net Worth clients seek fashionable design, luxury appointments, big-ship amenities, and gourmet catering, and the vessels’ elegant design, luxury appointments, big-ship amenities, and gourmet catering match those criteria.

The Challenge-Problem in managing customer database on a single platform

Aqua Expeditions needed a single platform to manage its complicated customer database, which included both B2B and B2C customers. It also needed to be able to efficiently compile business reports and send out tailored manifests for use onboard.

The company also needed to easily handle numerous leads and segment the database so that email and digital marketing campaigns could be sent to prior customers and new leads.

Hanh Nguyen, Aqua Expeditions’ Digital Marketing Manager, discovered that the company’s existing systems for protecting client data were woefully inadequate when she first arrived. “This data was recorded all over the place – in our booking system, in sales managers’ Outlook address books or in different Excel spreadsheets from different users. It was a disaster,” she said. “We did have a customer database of sorts in our reservation’s system, but it was functionally limited and not at all user-friendly.”

The Solution

“Fortunately, I was able to call on the advice of a very good consultant from Red Airship, who understood our requirements and needs,” she said. They assisted us in researching and evaluating popular CRM systems on the market, advising us to go with Zoho.” The extensive functionalities of Zoho CRM are one of the reasons we chose it. In addition, Zoho provides a diverse set of applications that meet our requirements, as well as a low cost when compared to competing systems. Red Airship assisted us in developing a comprehensive custom integration of our cruise booking system with Zoho CRM, as well as utilizing numerous Zoho features. When guests check in, all customer information is captured in the CRM system thanks to the connection of Zoho CRM with the company’s web check-in system. These details, such as the customer’s dietary preferences, date of birth, and e-mail address, are kept in the system to allow us to deliver individualized care to them whenever they travel with Aqua Expeditions.

The Result-

• The use of a centralized system makes it easier to collaborate and communicate with the global sales and reservations team.
• Automated lead management that works
• Integration with the web-based check-in and cruise booking system is seamless.
• Customer database segmentation by geographies, age, and preferences to enable targeted digital marketing campaigns

It took one to two months for Aqua Expeditions to fully embrace Zoho, and the Sales, Reservations, Marketing team, and Ship Operations teams are now among the company’s users. Zoho CRM is used to maintain the customer database, Zoho Campaigns is used to segment the database and send email marketing campaigns to B2B clients, past customers, and potential leads, and Zoho Analytics is used to generate personalized buisness reports. Ms. Nguyen has found Zoho’s customer assistance to be really helpful. “We usually use chat or e-mail support. In general, our experiences have been pleasant, and the Zoho team has always tried their best to assist us with any issue. They are also prompt in response and have an excellent attitude,” she said.

A new Indonesia launch was recently completed by Aqua Expeditions. “The launch experience was seamless, as the Zoho CRM set-up was already in place,” said Ms Nguyen. It allows us to scale up quickly, and we have no worries as we plan to launch two more boats in the future.”

Success Story no.4- Online Investment Platform Increases Productivity 5X by Implementing Zoho CRM

The Business

FundsIndia is a near 9-year-old online investment platform that gives customers access to a wide range of financial products, including mutual funds, corporate fixed deposits, and equities from the BSE. FundsIndia’s mission is to provide every Indian with a world-class investing platform and expert financial advice, with over 1 million users.

Introduction

FundsIndia had only 50 employees six years ago, when it was in its early stages of operation. The modest workforce, however, did not reflect the magnitude of the company’s operation; FundsIndia had already built up a sizable customer base and was rapidly expanding. At the time, nearly all of their client and sales data was maintained locally. However, the company realized that, in order to keep up with their rapid expansion, they needed to improve the way they managed their client data and sales pipeline.

The Challenge

An Excel spreadsheet was utilised by FundsIndia to keep track of all emails, phone chats, and notes. However, keeping up with their rapid expansion necessitated the search for a solution that would keep track of all their client interactions and enable easy access to their sales history. “Simply put, we didn’t want the data to be distributed locally on individual computers or in papers, but rather digitally maintained in one place, streamlining our business process,” says Divya Sundaraju, CRM Manager at FundsIndia.

FundsIndia wanted to know ahead of time what their customers needed, rather than waiting for them to contact them with a problem. “So, we were searching for a solution which could fit all of our needs but required no technical expertise. That’s how we found Zoho CRM,” says Sundaraju.

The Solution

ALTUS Wealth Solutions is a licensed investment advice service that focuses on entrepreneur financial planning, alternative investing techniques, and college funding options. ALTUS is a one-stop shop for people who need a financial strategy, coaching to execute that strategy, and an advisor who is ethically and legally obligated to serve the clients’ best interests. It is based in San Luis Obispo, California, and is run by John Buerger, a certified financial planner professional, wealth coach, and fiduciary advisor.

The Challenge

“Thousands of relationships with clients, financial services peers, prospects, and others” are among ALTUS’s assets. Buerger runs ALTUS as a one-man show, and he’s the one in charge of paying the expenses, including the CRM software he needs to keep track of his network of contacts. As a result, ALTUS required a full-featured CRM that was both simple to use and affordable.

The Solution

Zoho CRM is a web-based program that allows Buerger to operate from home, his downtown San Luis Obispo office, and on the go using a range of mobile devices and apps. The number of customization possibilities that allowed Buerger to adapt Zoho CRM to match his needs, as well as the smooth interaction with Gmail, influenced his decision to join Zoho. Invoices, sales reports, and bulk mail are some of the other capabilities that ALTUS uses frequently. Zoho CRM, according to Buerger, allows him to build bespoke reports and printouts using nearly any piece of data. “I could never do that in Salesforce without paying an additional fee per month for some kind of special reporting software,” Buerger said.

The Bottom Line 

Buerger found Zoho CRM has an efficient Customer Relationship Management, and he was able to handle such a system all by himself without any outside assistance. For ALTUS Zoho CRM is a quick and responsive system for their business. It’s a user-friendly system with prompt customer services.

Final Say

Success stories should be told and shared. Peers are inspired by stories and get priceless knowledge from them. We really think that inspiring tales may transform people’s lives. We have shared a few customer success stories because of this. In addition, these success stories can encourage others to implement their business’ implementation process and to share ideas with each other.
Inform us about how you utilized Zoho for your company, the difficulties you encountered, how you got past them, the procedures you used, and how all of this contributed to the success of your enterprise.  Waiting to hear your stories, folks!