- Filed under 'zoho crm'

MiniMatters, A Women-Owned Business, Saves Time and Focuses on Hot Leads with SyncApps

Elissa Leif and Barbara Haupt knew that in order to continue to grow MiniMatters, their web video production and marketing company, they had to squeeze more effectiveness from their own marketing and sales process.

They had hit an important growth speed bump - as they got busier with client work, how could they maintain good follow-up with their growing prospect list?

Barbara and Elissa had a good practice of taking in and tracking new leads. But as their business expanded, with more prospects and more pending proposals, they could no longer rely on their calendar and reminder systems. They needed a customer relationship management (CRM) system.

Saving tedious administrative time

But having a new CRM system meant more administration.

“I got to the point where I dreaded coming back from a successful networking function,” noted Elissa, who now needed to input each contact in two places: their CRM and email marketing systems.

She started searching for a solution and found SyncApps by Cazoomi®, which seamlessly synchronizes the data between Constant Contact and the major CRM products – including the all-important “opt-outs.” After following the instructions to set up a sync profile, she could enter contact data once in the CRM, along with any notes and useful tagging for further follow-up. And being cloud-based, both she and Barbara could share the task without fear of double entry or over-writing.

Targeted mailings for sales results

Barbara and Elissa also realized that SyncApps could help them do a better job of nurturing their sales process through their email marketing. They had been sending out regular newsletters, but were sending out the same newsletter at the same time to all contacts on their list. SyncApps for Constant Contact enabled them to segment their mailing list and to classify prospects and current customers.

With their more tailored lists, they sent out their first segmented mailing to announce their new video marketing blog.

MiniMatters closed the email to hot prospects with the simple call to action “Let’s talk about your upcoming projects.”

Even this simple change had immediate impact. Within hours of their first mailing, they received a call from a prospect who wanted to talk that very day about having MiniMatters produce a video.

Three Steps to Getting Marketing and Sales in Sync

“Free for Life”

As a Constant Contact customer, MiniMatters was eligible for the Cazoomi “Free for Life” SyncApps program. Get started with SyncApps for Constant Contact today and start nurturing your customers and leads with the right message delivered at the right time.

Posted by Clint Wilson

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The Green Economy talks about using Sync Apps, Zoho CRM & Constant Contact to manage their critical publication contact data.

We are a growing media publication with a huge problem: Lots of people who come to us enter through many doors. And everyone in our organization needs access to our contacts, and needs to see what's going on, all the time. We use Zoho CRM to keep track of our contacts--thousands of them.

We use Constant Contact for Newsletters, and occasionally for announcements of special deals with some of our other media partners. When we do, we suddenly have another list to which we have SOME, but not ALL Access. We have to know who generated that list, and how much permission we have to contact them.

Getting the idea?

Before Cazoomi, we literally spent hours managing contacts and media leads. Going to trade shows, conferences and seminars was a nightmare when we got back with stacks of business cards. We had to sort each into different formats, upload to two different sites, and all the while we had no way of knowing in Zoho CRM if someone in Constant Contact opted out. We wound up using high priced sales and marketing talent, because it wasn't worth hiring and training someone else for something that happens in spurts.

So we really, really, really needed a seamless--emphasis on the seamless--way to get contacts synched between Constant Contact and Zoho CRM. Along came SyncApps from Cazoomi. We switch it on, schedule it and it just does its work. We have a contact group in Constant Contact called Zoho, so we can see how many new people have come over from Zoho CRM. If we duplicate someone by mistake, Constant Contact picks it up so we don't email someone twice, or--worse--email someone who has opted out. So now we just put any new contact into Zoho CRM, and let our Cazoomi SyncApp bring it on over.

Between headache relief, cost savings, and the smiles on our sales staff, it's been a huge boon.

Thanks Clint and all the folks at Cazoomi.

Posted by Clint Wilson

4 Comments

Rapleaf Social Data Sync by Cazoomi

Cazoomi Enhances CRM, Email Marketing, Support or Financial applications with Rapleaf Social Data Sync℠.

Cazoomi partners with Rapleaf to allow our members to enrich customer, contact and partner demographic data inside Cazoomi Sync Apps today.

Cazoomi’s web-based Sync App platform for CRM, Email Marketing, Support and Financial systems offers a unique integration-as-a-service platform enabling small businesses to create and monitor advanced, custom sync integrations to effectively manage the data running their small business with ease.

As seen on GetApp.com as a Top Web Service, Cazoomi continually looks to stay ahead of the crowd and introduce new features to improve the reach into the small business community. We are excited to roll out the latest addon to our platform, powered by Rapleaf.

Now when you sign up for a Sync App subscription, you can use age, gender, and location to segment your CRM contacts & company lists, Email Marketing campaigns, Support clientele demographics for upsell/cross-sell offers to even further send out a unique, personalized message with specific content based on your customers' demographic profile.“For example, if your small business sells laptops, you may want to send one offer to those subscribers under 30 years of age, and another for those over 30. If you’re a local retailer, you may want to send different content to males versus females, and based on where they live in your city” says Frank Gerry, Lead Gen Specialist @Cazoomi.

“We are extremely excited about the partnership and the opportunities that it will bring going forward on the Cazoomi Sync App Platform for all our small businesses."

~Clint, CEO of Cazoomi

Cazoomi also offers an option to access Rapleaf Premium Data, which includes data points such as household income, presence of children, home ownership as well as additional access via Rapleaf to profession and technology interests on all our subscription plans: Basic, Professional & Enterprise so sign up for our 14 Day Free Trial on Cazoomi today!

Posted by Clint Wilson

2 Comments

What CRM would your company choose today if you had it to do all over again?

CRM Perspectives from a broad survey conducted by one of our favorite research houses | Nucleus Research

RESULTS FROM THE CRM SURVEY

Microsoft Dynamics 47%

Salesforce.com 23%

SugarCRM 9%

NetSuite CRM 7%

Oracle CRM 6%

Sage CRM 6%

RightNow 2%

Our teams are experiencing similar percentages around CRM implementation requests coming thru our Build & Quote site this year. One outlier however is Zoho CRM which accounts for almost 5%-6% of the requests for implementation so far coming thru our site in 2011.

As a CFO, CTO or executive decision maker faced with all the choices of CRM today it makes sense to take a look at the ROI of implementing each contrasted with the investment benefits gained.

Our members are also using this ROI tool, which has been downloaded by over 5MM, who really want something designed to help them build a financial business case to support their technology decision.

We hope you enjoy figuring out which CRM makes the most sense for your business in 2011.

~Cazoomi Teams

Posted by Clint Wilson

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"Sunday Night Thoughts on B2B for Small Business" by Jon Nicponski

B2B for the Small Business has long been a focus in my career and continues since joining as an Integration Advisor @Cazoomi.

In our effort to sync the systems of small businesses, which contribute most to our nation's growth as a technology powerhouse, Cazoomi has found that this effort is key to the second wave of growth around Cloud services.

At Cazoomi we see a lot of service companies catering to synchronization of applications for medium and large business. These companies usually implement their solutions using a core of re-usable synchronization code and then relying on their consultants to write custom connectors to that code. It is the necessity for up front customization that leads to large upfront costs and more often than not delays in implementing their solutions.

Today’s small and medium businesses are reaping huge benefits by utilizing Software-as-a-Service (SaaS) offerings such as NetSuite, Salesforce, Constant Contact, ExactTarget, Get Satisfaction, Highrise CRM, PaySimple, SugarCRM, Zoho and Zendesk. The key appeal for many of the customers of these applications is that there is no upfront cost and a simple pay as you go model.

http://syncapps.cazoomi.com

When these same small businesses realize the need to synchronize information across two or more of these SaaS platforms, they are still confronted with a solutions implementation model, and they often avoid synchronization all together due to the large upfront cost.

At Cazoomi, with the help of our partners' platform offerings, we are working on a line of SaaS synchronization connectors that can be purchased on-line by companies with a low monthly fee and NO upfront cost. These solutions are configured simply at the time of purchase by the customer entering the credentials of the services they want synchronized, and then are instantiated real-time on each platform to begin working for the customer immediately.

http://syncapps.cazoomi.com

Our key take-a-ways this month within our member network have been that offering a SaaS, small monthly fee sales model, to provide customers large company benefits is the way to reach those small businesses which contribute so much to our nation’s growth in so many ways.

- Jon Nicponski

*Update: July 4th week @cazoomi will announce it's new "simple framework" to allow small businesses to large enterprises to sync the systems they use on a daily basis to simplify & leverage their existing applications.

Posted by Clint Wilson

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MiniMatters, A Women-Owned Business, Saves Time and Focuses on Hot Leads with SyncApps

The Green Economy talks about using Sync Apps, Zoho CRM & Constant Contact to manage their critical publication contact data.

Rapleaf Social Data Sync by Cazoomi

What CRM would your company choose today if you had it to do all over again?

"Sunday Night Thoughts on B2B for Small Business" by Jon Nicponski