Greenspire is a national residential savings program specialist, based in Southern California. Greenspire works directly with the local utilities, communications, and lending companies, facilitating multiple home savings programs. The company offers a wide variety of incentive- driven programs so that customers typically pay no money out of pocket. In February 2015, Greenspire approached James Converse from ZBrains, a Zoho consulting partner, to help grow the company by providing business process consulting and tools from Zoho. By deploying a combination of Zoho CRM, Creator and Motivator and implementing an overhaul in the company’s approach to sales and service, Greenspire grew from humble beginnings with two founders to a workforce of over 150 employees.
“We needed a way to improve our KPIs as much as possible by tracking, managing and analyzing the volume of new data coming in.” explained Murray about the business. Of course, with no way to analyze that information, Murray knew it would be impossible to make informed business decisions, especially given the business’ rapid expansion.
It was time to do something about it.
Greenspire needed a system that could handle day-to-day sales operations with a growing sales staff – already over 30 at that point. The company also required a powerful, intuitive analytics component that could scale as their business continued to grow. Lacking both CRM experts and anyone with substantial data analysis experience, it was essential the system be easy to implement, use, and grow with the company over time.
"It's an inexpensive solution to help manage different parts of a business. As for whether or not I'd recommend using Zoho, it depends on the company, but yes. If you mean a high user count company, then absolutely."