The one other thing that we have found working with Simply Solved is that they're quick; I
mean, I wasn't expecting this, and you know they've been quite good. You send
an email response within a couple of hours at the worst, sometimes within
minutes.
If you want something doing, they'll turn it around, and
while we were building the system that they work full shifts even overnight in
some cases to get it delivered on time, so yeah Simply Solved did come up with the goods, and yeah I could
recommend them for that.
What Made
You Choose Zoho?
The starting point wasn't Zoho platform; the starting point was I realized we needed a CRM
system, and we'd been looking for some time for a CRM system. We'd done a lot of due diligence, and Zoho was one of the ones that we just
kept coming back to you because it seemed to have everything we needed all in
one box.
What Advantages Does
Zoho CRM have?
There are a vast number of advantages to having the Zoho CRM in place, and Zoho has mainly been a revelation for
the Business. One of the reasons that we went for this is because we were finding
we were missing parts of our process and having Zoho CRM in place means that we now don't miss parts of the
process, we do what we say we're going to do.
What Impact has the
Zoho platform had on your Business?
One of the problems that we were finding was that customers
were contacting us with specific requirements. Somebody was saying yes, we'll
do that piece of work, but it was disappearing between the cracks, and six
weeks later, we were finding that we'd missed a big thing that we should have
done for a customer that's just unacceptable. So to close those gaps, we needed
something, and Zoho's provided the
answer for that.
Why did you choose
Simply Solved as your CRM Provider?
When we decided to go with Zoho one, there were two providers we could have gone with, and in
the end, we decided to go with Simply
Solved. Simply Solved for us working with a partner that best matched our
requirements, we knew that they were going to be flexible. We knew they were
going to be quick, and to be honest, we planned, executed, implemented, and got
running with a Zoho CRM system in
less than four months, which is unheard of in the Business.
What are the
advantages of Zoho Projects?
So at the moment with Zoho
Projects, what we're tending to find is that when work comes in, a
requirement comes into one area of the Business anybody can load it straight
onto projects. If it's on the project, it then syncs with everything else, so
it also gets an owner. It gets a date, it gets a priority we can't miss stuff
anymore, there are no excuses, and there's nowhere to hide.
How easy is it to
Customize Zoho to Your Business?
Yesterday, one of our customers phoned me as the managing
director with a bit of an issue, and we'd put a new website live but had
forgotten to do one thing. I was surprised about this because our processes
usually are quite good and everything, of course, is in Zoho Books these days.
So there's no excuse when I went back into the project I
realized we'd miss something in our process within two minutes I'd created a
new flow within Zoho which is now
part of a template. Every other web build from now on has that thing built into
it, so there's no way we can miss it in the future.
Why is Zoho Chat
Effective?
One of the things that we have found incredibly useful is
the Chat, so Chat built within Zoho
is a useful tool; it's an instant chat. It's the communication when you're
working with remote teams. Sometimes, we've got that opportunity to have
instant access to these people, the other.
The advantage of it is that it records everything in the Zoho CRM, and this takes it away from
being lost in something like a WhatsApp group.
How Does Zoho Improve
Productivity in the Workplace?
As a business, we've seen quite an improvement in the
productivity that we're getting out of the teams, primarily because they
actually can see at the start of each month exactly what they need to do. We
can pre-plan this work as well, so that's been quite a revelation for us.
Setting up Zoho with
Simply Solved
As part of the setup Simply
Solved was helpful because they managed to integrate our accounting system, which is zero with Zoho accounting, but in doing so what it meant is we could pull
through real-time data from the accounting system and show it in all sorts of
ways some of the visual information and the management information I can now
get from that is something I could never get before just from the accounting system alone.
What are the
Advantages of Zoho Vault?
An unexpected bonus of
Zoho is something we didn't realize. Still, it has something within it
called Vault, Zoho Vault is a password keeper, and that's
great because in an agency like ours where you have single passwords for
applications but multiple users, somebody leaves you to need to change all the
passwords quite quickly using Vault we can do that in just one go.
What is Zoho Sign?
So the previous process we were using for signing up a
customer was that we'd send them a Zoho
email with all the details on and a direct debit attached they would then
send the email back saying yes I
agree to it and they'd have to print off the direct debit. They'd have to fill
it in and then either scan it or send it or post it to us, which doesn't work that
well for digital Business.
Using Zoho Sign,
we've managed to integrate the direct debit form as well, so we now simply send
them one suite of paperwork which they sign electronically, press a button it
comes straight back in. So we know the orders with us, and it's compliant as
well, and it sets up a workflow for the accounts team to start creating the
invoices.
Is Zoho a Portable
System?
One of the advantages of Zoho that we found is that the sales team particularly has access
to the entire suite while they're out on the road. All the suite of
applications is available as apps that come down to your phone.
You can access all the system while you're out on the road,
the beauty about doing that, of course, is that you don't have to wait until
you get back home at night to put that urgent request into the office to do
something, you can create a task while you're out. Somebody can action it while
you're driving to the next call.
Email Integration
with Zoho?
One of the significant issues we used to have was when
somebody left the Business there was no record of what they'd said to any
customer other than on their email account, which of course, over time starts
to degrade or gets put somewhere electronically in a back burner.
By integrating the emails with Zoho mail, you can have all your customer correspondents appear
against the customer account in Zoho
Mail. It doesn't matter which member of the team's emailed them. It will
still go in, and of course, what that means is that anybody at any time can see
what's been promised, what's been delivered, and what the customer wanted.
How has Zoho
increased your Profit Margins?
Previously we were having issues with some salespeople
thinking it was okay to discount our products to the point where they were well
no longer profitable. Using Zoho books,
what we've now been able to do is built-in processes, which means that they
can't do that.
So when they create the order on the system, they have some
flexibility to move the price up or down but only by a specified percentage, so
if we don't want them to discount by more than let's say 10%, we can fix that
in the system, they can't process the order if it's outside of those parameters
that are critical for profitability.
Mission, Vision, and
Values
As a business, we're proud of our mission, our vision, and
indeed our values and our values are essential to us the trust, loyalty in collaboration
with Simply Solved. We felt we found
a partner that mirrored our values but, more importantly, somebody we knew we
could work with for the long term.
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