"Universal Financial Consultants Triumphs with Zoho CRM Over Salesforce and Microsoft Dynamics"

Discover the CRM Solution that Outperformed Salesforce for Universal Financial Consultants

Is your company struggling with managing sales data and keeping your sales pipeline efficient? Universal Financial Consultants (UFC) faced the same challenge and found success by switching to Zoho CRM, which proved to be a more suitable and cost-effective solution than its competitors.

Before 2011, UFC was attempting to manage their crucial sales data with a combination of Google Docs and Excel spreadsheets. However, they quickly realized that their current system wasn't sufficing. Operations Director Natalie Vasacas explains, "We had no viable way to update the most important information." They needed change – and fast.

After reviewing various options, including Salesforce and a system built on Microsoft Dynamics, UFC decided to give Zoho CRM a try. Their transition was driven by a need for an intuitive, easy-to-use platform that didn't require extensive training for their sales team. Despite a year spent trying to work with a Microsoft-based solution, they found it to be unsatisfactory, particularly from a usability standpoint.

Choosing Zoho CRM Over Salesforce: An Affordable and Efficient Solution

Other systems like Salesforce presented substantial implementation costs and long rollout times. "They wanted us to spend $30,000 in implementation costs... We couldn't afford to waste more time and money," Vasacas shares. As a smaller operation, UFC could not justify the high expense and lengthy setup period.

Zoho CRM came to their rescue. Vasacas was won over by not only the CRM but also the robust suite of integrated applications like Zoho Analytics and Zoho Campaigns. The Zoho package offered an affordable and swift implementation, along with powerful tools for visualizing sales data and managing email campaigns.

"We can see the analytics of emails sent to our agents... We love the integration between Campaigns and CRM," Vasacas continues. She also appreciates the affordability of Zoho CRM, which was half the price of Salesforce, and the ease of use that allowed her to set up the system independently.

Consultants In-A-Box: Your Partner for CRM Solutions

If you're seeking an adaptable CRM solution to streamline your sales processes and enhance your business relationships, look no further than Zoho CRM. As Consultants In-A-Box, we specialize in guiding businesses like UFC to find and implement the CRM that best aligns with their operations.

Vasacas endorses Zoho CRM, stressing that despite keeping an eye on updates from other providers, she hasn't found a better fit for their requirements than Zoho. Their journey underscores the importance of choosing a CRM that resonates with your business needs and goals.

For expert assistance with Zoho CRM implementation and training, tailored to your business's unique landscape, contact us at Consultants In-A-Box. We're committed to offering your business the tools and knowledge necessary to drive success in your customer relationships and sales management.

Don't let inefficient systems hold your business back. Get in touch with us today and embrace the power of Zoho CRM!