Beach Blast Rentals Offers More Than Just Fun Beach Supplies

Beach Blast Rentals Offers More Than Just Fun Beach Supplies


The people of St. Pete Beach know Beach Blast Rentals as a source for fun vehicles and beach supplies. But the company’s mission actually goes much deeper. In this week’s Small Business Spotlight, read about the rental company and its unique mission.



What the Business Does

Provides recreational rentals St. Pete Beach, FL.

The company offers Polaris Slingshots, Jeep Gladiators, motorized scooters, bicycles, beach umbrellas and more.

Business Niche

Providing exceptional service.

In fact, the company has obtained more than 100 reviews in just four months of service. They attribute this to their simple service approach.

Owner Ryan Robbins told Small Business Trends, “We believe in treating people like friends and family.”

How the Business Got Started

By turning around a failing business.

Robbins was looking for a business in the area to purchase. He came across a failing rentals business and purchased it from the previous owner. The last owner struggled with operations. But the idea was solid. So Robbins was able to turn it around quickly.

 

Biggest Win

Thriving during a pandemic and recession.

Biggest Risk

Investing in new equipment during an uncertain time.

Robbins says, “We bought the business 2 months before covid hit. We just bought new equipment at that time. We had to adjust our strategy and create an online platform that made it possible to conduct business from my home location during shutdown.”

Membuat Link Pengertian HTML

Lesson Learned

Research before you buy.

Now that he’s running the business, Robbins believes he paid too much in the initial purchase.

He says, “I should have done more diligence in the buying process. I let excitement overtake me.”

How They’d Spend an Extra $100,000

Getting finances in order.

Robbins explains, “I would pay off debts so we can actually thrive during these slow times!”

Company Mission

Supporting an organization that helps people rebuild their lives.

Robbins says, “What is great about our company is our purpose! Part of everything I do goes towards making The Reset Foundation exist!”

This is a very personal mission for Robbins.

He adds, “Two years ago I was on FB creating a Go Fund Me begging for money for a roof over our head. I never give up and am creating something so awesome with Beach Blast Rentals and Foundation!”

* * * * *

Images: Beach Blast Rentals, Ryan Robbins




Source link

Bamboozle Uses New Way to Bring Eco-Friendly Materials to the Market

Bamboozle Uses New Way to Bring Eco-Friendly Materials to the Market


In the past, consumers often had to choose between eco friendly products and practical ones. But now, there are better options for producing these materials. So people can now enjoy the best of both worlds.

This combination is exactly what Bamboozle brings to the market. Learn how the company brought these two factors together in this week’s Small Business Spotlight.



What the Business Does

Sells eco-friendly homewares.

Brand Manager Avishai Greenstein told Small Business Trends, “Utilizing a revolutionary process, our responsibly made unique bamboo fibers blend is molded into stylish homeware products that are made from reclaimed, renewable, and biodegradable materials. We have brought a sensible and convenient step toward green living into homes, through our practical, affordable, and beautifully designed collection.”

Business Niche

Mixing sustainability with practicality.

Greenstein says, “While many consumers desire to make more sustainable choices, their daily lives allow for little sacrifice. Design, usability, and price tend to dominate their priorities. By understanding what is possible in the realm of sustainability and simultaneously acknowledging their needs we have assembled a product line that empowers customers to make better choices easily.”

How the Business Got Started

By accident.

Greenstein explains, “We were requested by a factory to find a new use for defunct machines destined to be scrapped. We found that we could through trial and error reduce the amount of resin in favor of more natural filler. From our experience we also knew that furniture factories produce large amount of waste in the form of sawdust that is usually incinerated. By using that waste as the filler, we had created something that was sustainable, dishwasher safe, and biodegradable.

“We took the product to the Inspired Home Show (formerly The International Housewares Show) we had hoped to find a major retailer interested in a sustainable material. Instead of a traditional sourcing partnership we found that all our interest was coming from independent retail and media. To serve that interest we built our collection and the Bamboozle brand.”

Biggest Win

Developing a popular composter product.

Greenstein adds, “It was an independent store that suggested it would fit within our brand’s image. We put a lot of value in what our customers tell us and developed the composter with the understanding that design is just as important, if not more so, as sustainability in the eyes of the consumer.

“For the first year, with lukewarm sales we had thought it was yet another trial that yielded mixed results. However, after a major online retailer and tastemaker had presented it to their audience it took off. Funny enough the store that suggested the composter never did order it. The composter now accounts for a rather large percentage of our sales and taught reinforced two core concepts in out development process. First, listen to everyone’s input and weigh it carefully as a comment can make a future. Second, the right product takes its time to find its audience.”

Membuat Link Pengertian HTML

Biggest Risk

Moving the business.

Greenstein explains, “We had limited warehouse space and no drop ship capability from our location in New York and were growing quickly. We knew that the future of our business would require those capabilities to survive and at the time it seemed like the best option.

“The move proved to be quite disruptive and costly. A few employees had chosen not to move, and some moved back after trying to live in both places at once. It also created a rather large distraction that took us away from our core business. However, as ecommerce grew our bet had started to bare fruit. Our investment into inventory, space, and drop shipping capabilities became the core of our business. Especially now when ecommerce is the only way to safely shop for many consumers.”

Lesson Learned

Take advantage of earned media for marketing.

Greenstein says, “We had spent significant resources on pay per click ad that yielded disappointing sales. It was only through public relations that our story could really be told properly and attract our true audience.”

How They’d Spend an Extra $100,000

Product development.

Greenstein adds, “We are constantly looking for ways to make new materials and products that push the boundaries of sustainability. The process is time consuming and requires us to build partnerships that require us to make inventory commitments on untested products. Having the extra assets to assume that risk can go a long way to speeding up this ongoing process.”

Team Strategy

Take risks as a team.

Greenstein explains, “Many of us came here from the corporate world where decision making is a personal risk. Our goal from day one was to change that in two ways. First is to build a trust between every part of our company to suggest ideas and take risks without fear. Fear of failure is an incredibly difficult thing to unlearn but the results are profound. It had reduced politics, stress, and allowed creativity to become our core language.

“Second was to distribute the burden of a decision by including as many stakeholders in it as necessary. This had a very positive side effect allowing different departments and expertise to add input on projects that may not have to do with their direct work. Having a customer service agent in a development meeting, or a marketing manager in an operational meeting brings perspectives that have allowed us to operate as a cohesive unit.”

* * * * *

Image: Bamboozle




Source link

Carol Rudick The Print Pro Offers Promotional Services for businesses

Carol Rudick The Print Pro Offers Promotional Services for businesses


Even with the rising prominence of online media, printing still has plenty of benefits for businesses. And Carol Rudick The Print Pro helps clients reap those benefits.

Though the business started out of necessity, Rudick grew it thanks to helpful relationships with colleagues. Read all about her journey in this week’s Small Business Spotlight.



What the Business Does

Offers a variety of printing and promotional services for businesses.

Rudick told Small Business Trends, “I am a small woman owned business providing my clients with all of their printing and promotional needs. I am a distributor. So they only need to make one call to get everything that they need to run and promote their business.”

Business Niche

Providing personalized service and recommendations.

Rudick says, “It is face to face or via Zoom as I like to have the chance to meet my clients and get a sense of what they are thinking and what is appropriate for their business. I never try to oversell or sell them something inappropriate.”

How the Business Got Started

After a career setback.

Rudick explains, “I got laid off for the second time in 2009. And after working in a couple of different industries I decided to go back to doing what I know and love. I have been in the printing and promotional industry for 37 years.”

Biggest Win

Forming an early business relationship.

Rudick says, “My biggest win was when I started the business and reached out to my former boss who told me he would help me in any way he could. And that came about because I told him I would not go after my old accounts unless they came to me. We have now been friends and business associates for 18 years. And I am so proud of myself as I built this business from scratch.”

Membuat Link Pengertian HTML

Biggest Risk

Starting the business during a recession.

Rudick adds, “If it didn’t work out I would have had to take any job I could get at a much lower pay than what I had been making.”

How They’d Spend an Extra $100,000

Upgrading the marketing and tech tools.

Rudick says, “[I would] improve my website, do more marketing, upgrade my computer and laptop.”

Tagline

If You Can Think It…We Can Ink It!

Rudick adds, “And we literally can. I have done everything for an abacus for a bank, condoms for a frat house, stuffed animals and actually had a new plumbing business consider doing plungers with their company info on them. This business is fun, crazy and I love it!”

Favorite Quote

“God made man. Then he stepped back, looked him over, and said, ” I can do better than that,” and He made Woman.” -Mary Crowley

* * * * *

Find out more about the Small Biz Spotlight program

Image: Carol Rudick, Facebook




Source link

Recover Health: Managing Home Health Care from Afar During Covid-19

Recover Health: Managing Home Health Care from Afar During Covid-19


Recovering from a serious health event often requires professional assistance. But many patients prefer to recover in the comfort of their own homes.

Luckily, that’s exactly what Recover Health offers. The company takes a mission driven approach to home health care. Read about how the company has built a strong niche and navigated a turbulent year below.

What the Business Does

Provides home health care services for those in recovery.

Recover Health CIO John Fraser told Small Business Trends, “Recover Health offers post-acute health care to clients in their homes. This means we offer services to people who have recently discharged from the ER or Hospital or are trying to prevent a hospitalization while benefiting from the comfort of their own home.”

Business Niche

The Mission.

“What got me excited about Recover Health was their focus on serving as many clients as possible, regardless of their ability to pay or if their insurance company didn’t pay as much as others.”

How the Business Got Started

To turn industry experience into a strong mission.

The company started back in 2009 and has grown from $11M to $70M in revenue while expanding into 31 branches and 6 states. Greg Von Arx and Kara Von Arx set out to take their prior experience in post-acute health care with a focus on their mission and guiding principles.”

Biggest Win

Navigating 2020.

“It started with a change to how our services are reimbursed by the government from a model called PPS to PDGM. This put more focus on quality and outcomes over number of visits. Recover Health utilized 10 years of data combined with tools and products from Zoho to ready our company and create KPIs to more easily manage the business. Recover Health came out on top of competitors, in part due to this preparation and BI tool usage.”

Biggest Risk

Also, the Year 2020.

“COVID-19 exposes our employees and clients to a life-threatening illness with long term effects that are not yet known. At the same time, our services are more important than ever as people choose to stay at home longer versus going to assisted living or skilled nursing facilities.”

Membuat Link Pengertian HTML

Lesson Learned

Make the most of business intelligence tools and documented processes.

“We have a highly talented team that put much of the success on their own shoulders. While I admire the efforts, I also recognize that creating mini versions of our leaders through consistently documented process and oversight through business intelligence tools, we might have been even more ready for faster growth.”

Secret Weapon

Zoho.

“My first introduction to Zoho was Zoho CRM which I found to be just as powerful as Salesforce at a fraction of the cost. We used it both to track leads for our private pay business and as a tool for our sales team to track their in person sales activities with referral sources. Prior to Zoho we had no way to track activities or create smooth transitions when turnover occurred. Now we have entire dashboards of metrics used to track activities and their impact on downstream referral success.

“After Zoho CRM we found Zoho Recruit. While we had an HRIS and Applicant Tracking System (ATS) for when people had applied, we didn’t have anything to track potential candidates or leads that had not yet applied. Our market is extremely competitive and the only way to grow rapidly is to seek out passive candidates and explain why Recover Health is a great place to work. This system allowed us to track all activities on early employee leads. Later we integrated Zoho Campaigns. Today we use Zoho Recruit, Campaigns and partnerships with state licensing boards to reach a mass of more than 326,000 potential employees in 10 states.

“We added no less than 6 different Manage Engine products to our technology team including Service Desk Plus as a ticketing platform. Prior to Service Desk Plus, we had 1-2 people using email as a way to track IT or other corporate shared service requests. Today we have complete metrics and sophisticated queues with more than 40 technicians in the system.

“The biggest value created for Recover Health has been Zoho Analytics. It was the 2nd or 3rd product we got access to but it was not truly leveraged until 2020. We have turned more than 750 reports run by our 31 branches into 7 dashboards for our branches and executive team to stay on top of the business. Instead of 1000+ people spending hours running these reports weekly, they are now automated and broken down by region branch or employee with the click of a button. This has saved us 1000’s of labor hours and has improved client care, margins, turnover and profitability. With COVID, being able to manage a business from afar has also given us the flexibility to support more work from home and less travel between branches.”

Recover Health

How They’d Spend an Extra $100,000

Rewarding and protecting team members.

“If it was entirely up to me, I would give 50% to our direct care staff that are putting their lives on the line to keep people healthy. The other 50% would be used to improve our remote monitoring capabilities to allow us to manage care from afar, reducing the amount of in person time needed without sacrificing quality of care.”

Special Program

Supporting employees through a non-profit.

We also have a non-profit called “Heart of Recover.” It helps provide services and scholarships for employees at Recover Health to further their education/careers. Through career paths we have several people in leadership today who have started as a direct caregiver with no post high school experience and now are Regional Directors with help from the program.”

Images: Recover Health




Source link

Unique Swiggies Product Solves a Simple Problem for Consumers

Unique Swiggies Product Solves a Simple Problem for Consumers


Businesses aren’t always built around complicated ideas. In fact, many just solve a simple problem. For example, HydroSport offers a product line to help people get more water while they’re on the go.

You can read more about the company and its signature product in this week’s Small Business Spotlight.



What the Business Does

Sells water bottles you can wear on your wrist.

The line is called Swiggies. And they also offer promotional products that can include company logos.

Business Niche

Selling a one-of-a-kind product.

Founder Julie Austin told Small Business Trends, “It was a NASDAQ product of the year semi finalist and are sold in 25 countries.”

How the Business Got Started

After a bout with dehydration.

Austin explains, “I passed out from dehydration and came up with the idea for a hands-free wrist water bottle.”

Biggest Win

Getting their first large order

First, the company 72,000 water bottles to the Dublin Marathon. However, that wasn’t the only win for the brand.

Austin adds, “It helped jumpstart other large orders.”

Membuat Link Pengertian HTML

Lesson Learned

The importance of product licensing.

Austin says if she could do it over again, she would have licensed the product earlier. However, the process allowed her to understand more about the manufacturing process.

She says, “But I learned a LOT by manufacturing it myself. It was a huge learning curve!”

How They’d Spend an Extra $100,000

Inventory and a pad printing machine.

Austin adds, “I turn down orders all the time because I can’t print small quantities.”

Side Business

Public speaking.

Austin explains, “Being a woman inventor and manufacturer is a very small group. For that reason I book a lot of corporate speaking jobs who are looking for that combination.”

Favorite Quote

“Life is a daring adventure or nothing.” –Hellen Keller.

* * * * *

Image: HydroSport




Source link

Real Connections SoFla, From an Events Company to Online Community

Real Connections SoFla, From an Events Company to Online Community


The pandemic has made it increasingly difficult for companies to facilitate in-person events. That has been especially relevant for companies that want to build community — like Real Connections SoFla.

The company previously focused on in-person wellness events. But it has since found a way to provide community value online. Read all about the business in this week’s Small Business Spotlight.



What the Business Does

Offers events and an online community for healthy living.

Founder Jess Pfeffer told Small Business Trends, “We are a holistic talent agency and holistic online community. Our mission is to spread health and wellness tips, tools and techniques to help you live your best life.”

Business Niche

Providing authentic experiences.

Pfeffer says, “Each teacher is passionate about their topic, education, and desire to serve the community.”

How the Business Got Started

As an events business.

Pfeffer elaborates, “Last year I launched this business as an in person event based community. With a background in events, education, and networking I wanted to elevate all of the holistic practitioners in my life that are talented and passionate but don’t always love the backend business aspects.”

Biggest Win

Pivoting to an online business model.

Pfeffer explains, “Due to COVID we are on pause of in person events. At first I wasn’t sure it would work. But seeing how many people are working from home, at home with their kids, this is a great opportunity for the community to still feel connected.”

Membuat Link Pengertian HTML

Biggest Risk

Changing the business model.

Though it ended up working out, it could have been a disaster.

Pfeffer adds, “We could have lost interest from our community. The end result would have made this business unviable.”

Lesson Learned

Grow from each experience.

Pfeffer says, “I wouldn’t change a thing. Each step has made me grow not just professionally but personally. I have stepped out of my comfort zone. And working on my own learning and growing from it all.”

How They’d Spend an Extra $100,000

Growing the audience.

Pfeffer explains, “I would use it to offer these classes to a population that can’t afford the membership. I would use that resource to get more marketing to a wider audience. And I would pay each teacher a lot more money for their time.”

* * * * *

Image: Real Connections SoFla, Jess Pfeffer




Source link

Forward Push Brings Wall Street Strategy to Main Street Businesses

Forward Push Brings Wall Street Strategy to Main Street Businesses


There isn’t just one way to market a small business. That’s why Forward Push aims to think differently when working with clients.

The marketing team wants to bring big business strategies to smaller firms. Find out how in this week’s Small Business Spotlight.



What the Business Does

Offers marketing solutions for small businesses.

Founder and strategist Mark Apple told Small Business Trends, “At Forward Push we believe in marketing differently. That’s because we focus on working with small businesses and startups. We bring wall street thinking to main street.

“From strategizing the foundation of a campaign to putting the final flourishes on a client’s new SEO strategy, we believe that great marketing comes from a team ready to challenge the status quo while staying rooted in the research.”

Business Niche

Taking a hands-on, personalized approach.

Apple says, “We spend a crazy amount of time getting to know our client’s business before we begin the creative process.”

How the Business Got Started

To help small businesses.

Apple explains, “I had left a job working for a Fortune 500 company and saw how small businesses were being treated and didn’t like it. I knew I could take what they we’re offering , do it better and do it right.”

Biggest Win

Joining a networking group, BNI.

Apple adds, “It changed the direction of my business as it gave me the opportunity to be in front of small business owners week in and week out. I’ve been able to narrow my focus and super-serve a part of the business community that is often forgotten by larger marketing agencies that think they are too small.”

Membuat Link Pengertian HTML

Biggest Risk

Investing time and money into growth opportunities.

Apple says, “I do a lot of external marketing for the agency and there is a dollar figure associated with these tactics. I also purchase a fair amount of software programs in an effort to make our jobs more efficient and to be able to super serve our clients. Like all things technology, the software either becomes dated or another company has released a better product and we need to switch (ie: reinvest).”

Lesson Learned

Focus on networking.

Apple explains, “I would have begun my serious networking strategy earlier in the life cycle of the business. It would have given us an opportunity to meet more people early on. That being said, I have no regrets on it.”

How They’d Spend an Extra $100,000

Spreading the word.

Apple adds, “I would increase our marketing in an effort to make more small business owners aware that they don’t have to grow their company alone.”

Favorite Quote

“Talk minus action equals nothing.” – Unknown.

* * * * *

Find out more about the Small Biz Spotlight program

Image: Forward Push, Marc Apple




Source link

Violet Press Greeting Card Business: It’s so Hard to Imagine Life Pre-Zoho

Violet Press Greeting Card Business: It’s so Hard to Imagine Life Pre-Zoho


How it all started

In 2015, Violet “Vi” Warner was an attorney in the finance industry. She had started taking printmaking classes as a break from her corporate job when she fell head over heels for letterpress.

For a while, she was a lawyer by day and printmaker by night. When she moved from Chicago to Colorado, she made the switch to printmaking full time. Since starting Violet Press, Vi’s brother, Jake, has also joined her in running the business. But going from big business lawyer to small business owner and artist meant that Vi needed tools to help run her business while leaving time for her passion: letterpress.

Business challenge

Vi’s business, Violet Press, had the unique challenge of doing two types of business, both of which needed to be run on the same software platform. Vi designs, prints, and sells wholesale greeting cards, but she also does custom wedding invitations. Wholesale inventory management and custom work require completely different software solutions, and she needed to be able to manage all of her finances in one place.

She started out working with a variety of tools, including GoDaddy. She tracked inventory manually with dry erase labels and used as much free software as she could for marketing and back-end processes. Whenever she got a new customer, she had to enter their information for her accounting software, CRM, and shipping carrier separately. Entering data multiple times and manually tracking inventory ate up all the time she could have spent growing her business.

As Vi started to exhibit at events and was picked up by Papersource, a national chain, her administrative workload increased. When she asked friends in the industry, most companies similar to hers were either still managing these processes manually or stretching their budgets to pay for Stitch Labs, an operations management software system. This could have worked, but cost more than she wanted to pay and still would have required custom work to integrate the other applications she used with Stitch Labs.

Zoho Integrated Platform Violet Press

Introducing Zoho

Vi decided to switch everything over to Zoho One after doing lots of research to find a single system that could integrate a CRM with both finance and production tools. Her main goal was to find a system where she could add a customer once, and then be able to track them throughout their journey with Violet Press. Now, she runs her business on an integrated platform that includes her customer management, production, and finance tools, as well as giving her tools to manage production and marketing.

Her custom work became much easier to manage. Vi is able to handle custom orders entirely on Zoho CRM in the Deals module. In CRM, she can track each stage of production as she works. And the automation built into the platform has been huge for Vi as a small business owner who has to wear every hat: automated invoices and shipping information make everything very professional and keep things under control, even when she’s busy with other work.

Membuat Link Pengertian HTML

For her wholesale greeting cards, Vi uses Zoho CRM to manage her customers and the Zoho Finance Suite to manage her production and billing. Zoho Inventory not only helps her keep track of how many cards she has, but also streamlines production. Instead of creating one card at a time, she saves time by searching Zoho Inventory for other cards that are low in stock and use the same colors, so she can print in batches.

She’s also using some of the marketing tools in Zoho One: PageSense is connected to her Wix site and helps to refine her messaging and promote her business. And for new releases, specials in store, or when she’s hosting a printing workshop, she uses Zoho Campaigns to reach her audience via email.

Zoho One’s reporting capabilities mean that she’s able to spend less time on production as well as administrative tasks. When making a new batch of cards, she easily runs reports to see how much of a certain item was sold last year so she can cut down on stock that sits in her shop, as well as time spent reprinting cards when they sell out. This also means that Violet Press is able to avoid losing revenue by making sure popular cards are kept in stock. And instead of manually tracking commission in an Excel spreadsheet at the end of each month, she can simply tag invoices as they come in and then the commission report is generated automatically.

With a complete software platform to back her up and save time, Violet Press is now focusing on expanding the custom order side of the business while moving to a more pedestrian-heavy area in downtown Longmont for her retail store.

Next steps:

Violet Press was being run by two people, Vi and Jake, and it was difficult to keep up with the ever-increasing demands of running a business without it eating into the time for making her products. Now she has been able to regain some of that time. Vi says when it comes to packing orders, “what took me all day to send a couple orders now just takes me an hour.” Money was a challenge, but now that Vi has tools to manage the workload of selling to 200 retailers and a national chain, and she has a new store front, everything’s moving in the right direction.

Vi stresses how invaluable Zoho’s support in streamlining her business was in giving back time to grow her business and escape paperwork, order management, and other tedious tasks. Ultimately, she’s been able to scale her business up. Now, she can set her mind at ease and focus on doing what she loves knowing that Zoho One will help her handle the rest.

More in:




Source link

Pedleys Commercial Solar: Automating Biz Processes with Zoho One

Pedleys Commercial Solar: Automating Biz Processes with Zoho One


Residential and commercial solar power solution and repair company, Pedleys Solar, automates their business processes with Zoho One for a complete view of their sales process, making way for a strong focus on future growth and maintaining customer relationships. Check out Pedleys Solar.

How it all started

In 2016, Aaron Ware purchased Pedleys Solar, a residential and commercial solar panel company based in Brisbane, Australia. Previously, Ware worked as a FIFO electrician but after 15 years in the industry, decided he wanted to do something that would really make a difference for Australian families. Pedleys Solar is now a successful solar energy business servicing Brisbane and surrounding suburbs: Sunshine Coast, Hervey Bay, Gold Coast, Northern Rivers, and even Melbourne. With strong automation throughout their use of Zoho One, in the last two years, Pedleys Solar has increased their revenue by 4,000%.

Challenges

When Ware took over Pedleys Solar, the staff were using spreadsheets to track all customer data. The sales representatives would send an email with information about a customer to the admin team, who would add it to the spreadsheet. They used ServiceM8, a field service management system, to track their jobs, but had no way to keep track of leads and potential customers.

“Before Zoho, we were just running off spreadsheets. Some people, you’ll need to connect with 15 to 20 times before they buy and because we weren’t set up properly and had nothing in place, our leads were just getting lost,” said Ware.

Pedleys Solar needed a solution that could enable the team to set reminders or write notes based on customer conversations, automatically nurture leads, and track and view business analytics to help the business scale and grow.

Introducing Zoho

After hiring a sales member who spoke about his positive experience with Zoho in a previous job, Ware decided to look into it. Previously, Pedleys tested other CRM applications including Pipedrive and Hubspot, but saw limited functionality compared to Zoho CRM. Ware also spoke to a few friends in the industry using other CRM systems and found that to match Zoho’s capabilities, the price increased with every additional feature. Eventually, Ware chose Zoho CRM to manage his customer and sales data.

As Pedleys needed quite a unique CRM set up, Ware hired a Zoho Partner, Paul Roussell from The Integrators, to customize the CRM and integrate third-party applications, ServiceM8 and Xero. Being an experienced Zoho Partner since 2012, Roussell suggested Ware try out Zoho One for free for the 30-day trial. Considering both options carefully, Ware decided to upgrade to Zoho One for the ability to incorporate the other 40+ applications within the suite without increasing the subscription price. Since then, Pedleys Solar has started using Zoho Meeting, Zoho Forms, Zoho Analytics and Zoho Sign, and plans to add Zoho Inventory in the near future.

How Pedleys uses Zoho One

With the customization in Zoho CRM, integration of ServiceM8 and Xero, and the adoption of other apps within Zoho One, Pedleys Solar can now easily act on leads, track customer information, complete jobs, have contracts digitally signed, and send quotes and invoices to customers from an integrated system. “The main benefits of using Zoho are being able to control our sales process and give each customer the love and nurturing they need,” said Ware.

In Zoho CRM, every new lead is assigned to a sales manager and relevant tasks are automatically created depending on various factors including location, lead source, business size, and more. “Once we had all the APIs set up so the leads started flowing into the CRM, every lead was getting an automated text message welcoming them.

They went into a funnel where they got automated emails. We knew who had been called and how many times they were being called. Because our sales team could enter and track lead information, we knew what stage they were at: if they were building, if they were just looking, if they wanted a cheaper system, if they wanted an on-site assessment or just a phone assessment. We were able to really control that whole process,” said Ware. “Having the leads in their different stages and being able to convert them and keep an eye on everything was really important to us.”

When a lead is ready to purchase, the sales person can easily create a deal in Zoho CRM with one click, triggering another series of tasks for the Pedleys Solar team, from follow-up calls and organizing contracts to the physical installation. Alternatively, if the lead is not ready, this is recorded and a follow-up is scheduled. This automation has empowered Pedleys to easily keep track of all their customers and leads while saving time they would’ve otherwise had to spend manually nurturing each lead.

Membuat Link Pengertian HTML

Within Zoho One, Pedleys Solar also uses Zoho Analytics to analyze their business data, gain insight about leads and deals, monitor internal activities, and track every aspect of their sales cycle. This helps Ware make data-driven decisions from actionable business data intelligence. “Our main goal was to be able to generate a report and the end of the week or month and see where we’re at, and now we’ve been able to do that and more,” said Ware.

Additionally, Pedleys uses Zoho Forms, a drag-and-drop form builder, to run a customer referral program where customers who’ve introduced clients to Pedleys Solar can enter their details and receive a referral credit. They also use Zoho Sign, a digital signature application, to digitally send and receive signatures on client contracts. Lastly, due to COVID-19, the Pedleys Solar team has started using Zoho Meeting, an online meeting tool, to stay connected with each other while working remotely. In the future, Ware plans to introduce Zoho Inventory to track Pedleys Solar’s inventory and stock levels.

Benefits and ROI

With Zoho One, Pedleys’ lead to deal conversion rate has doubled. “Instead of having 100 leads and getting six sales, we’re now getting sixteen sales. It has made a massive difference. Once you start to increase those conversion numbers, for us, a one or two percent difference means millions,” said Ware, “this year we are on track to make $20 million.”

Since Zoho One is cloud-based, all new information is saved and immediately visible for managers and staff. And with all this information continually maintained and updated within Zoho One, internal and external communication has improved drastically. “The administration in the office is amazing and now nothing is getting lost,” said Ware.

From a management perspective, Ware can log in and track each stage of contact with leads, customers, and deals. What was once a scattered process is now transformed into a fully-integrated system that gives managers full control and visibility. Consequently, Ware says Zoho One has also helped his team improve communication internally and with their customers, because information is no longer siloed.

Zoho One includes powerful business intelligence tools that can pull in data from both Zoho and third-party applications to analyse every aspect of the business, which has given Ware great insight into Pedleys’ operations. With Zoho Analytics, Ware can drill down to specific details such as lead stage or source to determine why some leads are stagnant in certain stages. This information helps him figure out exactly what needs to change. For example, if leads are stuck in the “not contacted” stage, the manager is alerted and can easily see whether it is a problem with the automation or a specific team member. Now that Pedleys has been using Zoho One, Ware clearly sees the benefit of a unified operating system.

Looking forward

Before Zoho One, Pedleys struggled with storing customer information, internal communication, and analyzing business data. Now, the move away from paper-based processes to one integrated operating system for their entire business has helped Pedleys Solar increase their revenue by 4,000% in the two years of use. Thanks to Zoho One’s extensibility and third-party integrations, Ware can continue using ServiceM8 for his scheduling and Xero for his accounting.

With an intelligent system in place, Ware now has time to take a step back from the day-to-day operations and focus on his passion for solar energy and helping Australian families. “The passion lies within helping all these families save a lot of money switching to renewable energy—you know, just doing our part to help the planet,” said Ware. Ultimately, he’s been able to scale the business, improve operations, and maintain a happy workplace while doing something he loves.

More in:




Source link

What Makes Odeum Stand Out in the Video Marketing Space

What Makes Odeum Stand Out in the Video Marketing Space


Video marketing is constantly evolving. So small businesses need tools that can keep up with those changes. Odeum is one such tool.

The company provides customizable and branded solutions for video creators.



Small Business Spotlight: Odeum

To learn about what makes Odeum stand out, read on for this week’s Small Business Spotlight.

What the Business Does

Provides video solutions for businesses.

Jay Dysart told Small Business Trends, “Odeum is a white-labeled subscription video solution for content creators. We help content creators publish and distribute videos through a set of custom branded apps that can be delivered to mobile, tablet, web and TV.”

Business Niche

Provides an affordable branded solution.

Dysart says, “We’re the first platform that offers a completely branded set of apps for mobile, tablet, web and TV at zero upfront cost.

“No other platform is free to start. We onboard the client and take a small percentage of earnings so that smaller businesses can get started quicker.”

How the Business Got Started

As a side project.

Dysart explains, “The business was actually started several years ago, as a side project from the digital agency JLOOP while on a company retreat. It has been in stealth mode until very recently.”

Biggest Win

Helping clients during COVID.

Membuat Link Pengertian HTML

Dysart says, “With COVID, Odeum has been able to launch several fitness brands and yoga studios who desperately need a new sustainable revenue model while their studios are shut down. This has been the perfect product at just the right time.”

Biggest Risk

Investing for the long term.

Dysart explains, “We are giving away a product that has taken years to build by banking on our publishers’ success. We invest up front, with the faith that our publishers will run sustainable businesses for years and we will provide long-term value.”

Lesson Learned

Determine what clients really need.

Dysart says, “Defining the minimum viable product was hard to do, and we actually built more of the platform than we needed to when first trying to get to market. If we had taken a different approach we might have been able to launch faster.”

How They’d Spend an Extra $100,000

Marketing

Dysart says, “We’d invest in more development resources and sales and marketing initiatives. We have an amazing product and all our capital has gone into building it, with very little spent to market.”

Team Tradition

Fifth Wednesdays.

Dysart explains, “We celebrate “Fifth Wednesdays”. Any month that has 5 Wednesdays means that we take the afternoon off on that fifth one and do something fun as a team. We’ve done everything from Escape Rooms to Bowling to Museums and Whiskey Tasting.”

* * * * *

Image: Odeum, Jay Dysart




Source link

You cannot copy content of this page
error: Content is protected !!