Kings Secure Technologies uses Zoho CRM to make sales meetings "enjoyable and meaningful"
Jo Goulden, Head of Marketing at the Kings Secure Technologies (KST) group of companies, explains how Zoho CRM coupled with Zoho Analytics has transformed the group's sales meetings, visibility of data and more.
After acquiring three businesses in as many years, the KST group required a central CRM platform to collate its data and see sales pipelines from each division. "We chose Zoho based on its ease of use and value for money," says Jo.
Enlisting the help of Zoho partner Bill Quinn from 1 Cloud Consultants, Jo customised the CRM to the group's exact needs and rolled it out to more than 60 colleagues across various departments. She also plugged in the group's field service management software and quoting tool to flow information back and forth with APIs, ensuring complete accuracy of information across the business. Finally, Zoho Analytics was bolted onto Zoho CRM to provide deep insights into the group's data; from open opportunities to sales margins, targets and more.
Watch to see how one significant benefit of choosing Zoho has been overhauling KST's sales meetings. "Jo said to me, "Last week was the first time that we were able to run a sales meeting completely out of Zoho." As soon as I heard that, I knew we had achieved the project objectives," says Bill Quinn.
Chapters:
00:00- 00:16 - Opening titles
00:16- 01:11 - Get to know the KST group
01:11- 02:51 - The search for a CRM
02:51- 03:29 - The goal: build a 360° pipeline
03:29- 04:40 - Plugging the FSM into Zoho
04:40- 05:02 - Integrating quoting tools
05:02- 05:44 - Rolling out reports
05:44-06:24 - Automating emails with workflows
06:24-07:29 - Transforming sales meetings
07:29-08:05 - A dashboard for every division
08:05-10:00 - Zoho Analytics dives deeper
10:00-11:52 - Meet Bill Quinn, Zoho partner
11:52-13:25 - The "real reward" of Zoho
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