ActionCOACH uses Zoho CRM to manage and track their client and prospect lists

ActionCOACH is a leading business coaching company. Founded in Brisbane, Australia in 1993 by Brad Sugars, the company began franchising its concept in 1997, and now operates with about 1000 offices in 54 countries across the world. Action Coach, Team Sage is a franchise member of this very successful operation. They help business owners fix their processes of time, team, and money.

Challenge

The major challenge was to keep track of and manage correspondence with all clients. "The client and prospect base is the largest asset of most businesses. If you don’t have that documented somewhere, that’s a huge asset going unaccounted for in the business," says Jody Johnson, head of Team Sage.

Solution

Jody Johnson became aware of Zoho from the CEO of ActionCOACH of the Americas. Johnson now recommends Zoho to all of her clients. They tried two other contact management programs that failed because they either didn’t work with Outlook or weren’t customizable. Johnson’s team facilitates communications by utilizing more than two dozen email templates. They can now track progress, see bottlenecks, and identify how certain businesses will affect their revenues.