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  • Maximize Zoho CRM
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    • Zoho Subscription Case Study
    • Zoho Creator Example
    • Zoho Sign Automation
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Zoho Subscription Case Study

HomeCase StudiesZoho Subscription Case Study

Zoho Subscription Case Study

The Goal

  • Our clients goal was for customers to select and pay for their insurance online.  They also needed to be able to service and market to their customers later.
  • This was all accomplished using Zoho CRM, Zoho Subscriptions,  Zoho Creator, Zoho Analytics and WordPress.

The Customer Experience

  • The customer goes to a website that knows who they are.  This means some fields are pre filled, only applicable fields are shown and the dropdowns contain only plans they are allowed to select.
  • As values are entered other fields appear if needed with dropdown values changing based on the data.
    • This is a Smart WebForm.  People hate filling out fields they have already filled out for a vendor.
  • The amount to pay appears once they fill in their plan and a few other fields.
  • Then they enter all the people associated with this plan and hit submit.
  • This takes them to a secure payment gateway so they can enter their credit card and bank information
  • Once complete they receive a confirmation email.
  • Then every month a payment is removed from their bank account.
    • Best to reduce operating costs and get away from Credit Cards after the initial payment.

How Smart WebForms Work

  • This form gets the data from the link.
  • This link comes from an email sent via Zoho, from a website page, Facebook page or they could just visit the site.
  • Depending on what data is in the link the form can search CRM before loading the form to get relevant data.
  • It also gets data from the CRM when form field values change.
  • As for saving the data it goes to multiple modules within both CRM and Subscriptions.
  • It matches to existing Contacts and Accounts if they exist so as not to create duplicates.
    • In CRM it is also important that the contacts are related to each other and to accounts

The Client Experience

  • They enjoy getting automated orders with the ability to market to their client base with very minimal data entry and no duplicates.
  • Of course other automation’s and workflow processes are triggered from this initial process, but there is to much to list here.
  • One example is a report that gets automatically emailed every morning to selected users.
  • This report is very powerful because it combines data from Zoho Subscriptions, Zoho CRM, Zoho Books.

Setup

  • An understanding of what the data is being used for is critical.  This helps determine which tools are required and where to store the data.
  • Also it is important that Zoho Subscriptions Product, Plans and AddOns is setup properly.
  • There is more, but don’t want to bore you with it here.

Zoho Apps and Software Used

  • Zoho Subscriptions
  • Zoho Subscriptions API
  • Zoho Creator
  • Zoho Creator API
  • Zoho CRM API
  • Zoho Books API
  • Deluge
  • Php
  • WordPress

Zoho Subscriptions Overview

  • Zoho Subscriptions handles your customer subscription billing life cycle from end to end. Automate recurring billing, manage subscriptions, send professional tax-compliant invoices, and get paid on time, every time.

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Testimonials

Complex CRM Requirements Made Easy

I’ve worked closely with Glenn for the past six months to develop an extremely unique CRM for my organization. One of the bigger challenges that my company has faced is that we are unlike any other organization, simply meaning that nearly everything being tracked needs to be customized to fit our complex needs. Glenn has helped bring us from literally nothing to a robust ZOHO CRM that fits the many obscurities we require. We are continually blown away at how far we’ve come in such a short period of time with Glenn’s help.
Glenn has been fantastic in developing my ZOHO skills so I am able to do some basic development on my own. However, when those times arrive when I’m in over my head or have simply run out of hours in the week, Glenn is ready to take over and finish what I had started. One of the greatest things I appreciate about Glenn is that he is always willing to meet me wherever I’m at, no matter how random my request might seem or unorganized my thoughts are. If I’m able to paint an end result for Glenn, it’s almost certain he’ll find a way to get me there. Finally, Glenn is always positive and friendly on the phone and always punctual for our meetings. I’m fortunate to continue working with Glenn and would recommend him to anyone who’s in need of a Zoho developer.
Phil, Development Manger

Accelerating Zoho Value

Prior to engaging Glenn, we struggled to find value in the Zoho programs due to our lack of understanding. Having engaged Glenn has allowed us to accelerate our understanding 100 fold. Glenn has great knowledge of the Zoho products and will certainly help you navigate the system beyond your expectations.

Chuck, Chief Sales Officer

Subject matter expertise and business acumen that inspires confidence

We are an early-stage, technology-based company. I’ve used Salesforce in past life, however, when seeking a sales and marketing automation solution, we investigated Zoho based on a recommendation from a close friend running a payroll and HR software business. We selected Zoho and though it is an excellent CRM solution, there are always going to be some challenges. We learned fast that support from the Zoho corporate folks presented an additional challenge. Fortunately, another business associate, also using Zoho, referred us to Glenn and Web Sales Design. That proved to be a godsend. We have no regrets having gone with Zoho – and Glenn is a huge part of that. Glenn is very responsive, patient, and resourceful. He brings subject matter expertise and business acumen that inspires confidence and adds value. And he does what he says he is going to do. The bottom line: Glenn has definitely shortened our Zoho learning curve, helped us to more quickly harness the power of Zoho, and made us more productive. He is a keeper! I recommend Glenn’s consulting services with only one reservation: As more people turn to Glenn to maximize their Zoho investment … we can’t afford to lose him!

Steve, Vice President of Sales & Marketing

Automation exactly what I envisioned

Our current automation is working amazingly now. It’s exactly the integration I envisioned between our asset management software and Zoho Invoice. Thank you very much for going above and beyond to make this work for us.

Jaye, Owner

Glenn got us where we needed in a short time

We have been using Zoho for quite awhile, but realized we were not using it to its full potential or the way we could use it.  We have not had great luck with the Zoho team in understanding them and reaching them.  After calls with Zoho, we were more confused.  One of my co-workers found Glenn, vetted him, and recommended we use him.  We worked with Glenn on our overall company Blueprints.  He talked us through how Zoho could work for us, how he could extract data, move data, organizing data, added modules, etc.  Basically, Glenn got us to the point that we needed to be in a short time.  He is fair on his time blocking and tracks all progress so you know exactly where you are on the project and spend.  We will use him again, and highly recommend him for your Zoho CRM processes.

Lynnea, Director of Operations

Extraordinary Service

Glenn from Web Sales Design was extraordinary in the service he provided our organization. Prior to us engaging in his services to revamp our Zoho CRM, Glenn took the time to have several phone calls and email communications to help our Organization understand how we would benefit from working with him and how he could help us achieve our end goal. We were able to provide details on what we were looking for with our Zoho CRM and he delivered all we asked for and then some. I would highly recommend having Glenn from Web Sales Design be your Zoho Subject Matter Expert!

Joanne, Account Manager

Technical and Business Processes applied to every Business Unit

I implemented Zoho CRM for my software company and have been the “super admin” for over ten years now. My goal was always to make our CRM system as easy for the user to get things done as possible. I am good at this kind of stuff and I automated almost all aspects of the system over the years. Recently we have had a lot of projects that needed deeper integration with our software platform and custom workflows that were beyond my abilities and we needed to find a Zoho consultant that not only had the technical skills required but had business process experience as well. Tall order, but after a few small projects with Web Sales Design it was clear that Glenn had these capabilities and more. Currently Glenn has done work for every business unit in the company and all of the managers he has worked with here have nothing but good things to say about his technical skills, work ethic and pleasant demeanor.

Adam, Founder

Referral Request and Response

Referral email request by Mike, President

I recently interviewed Glenn Shukster for a Zoho consulting role with our organization and really liked what I heard.
Before bringing him on, I did want to talk with current and past clients to see how you felt the relationship went. Could you provide feedback about your engagement with him, especially on the following items:
  • Communication
  • Efficiency (i.e. tasks took the time he said they would)
  • Strategic guidance vs tactical guidance
  • Any other items you feel would be helpful in evaluating Glenn’s work

Referral Response by Derek, President

We are a current customer and have been using his services since 2017.  As our business grew Glenn played a key role helping us with Zoho.
We keep him on a retainer and it has proven to be a great investment.
  • Communication
    • His communication skills are excellent and will always keep you informed on any project he is working on.
    • He has also led great CRM Sales training classes too.
  • Efficiency (i.e. tasks took the time he said they would)
    • This has never been a problem for Glenn.  He typically finishes any project ahead of time.
  • Strategic guidance vs tactical guidance
    • Once Glenn gets to understand how your business operates he will bring a great value with his guidance
  • Any other items you feel would be helpful in evaluating Glenn’s work
    • Like I said early, we have used and continue to use Glenn’s services. He understands Zoho and has proven to be a great asset to our team.

 

The above text is verbatim of what was emailed back and forth.

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