WHY THEY CHOOSE TO WORK WITH US?
Historically, Vanguard used TopLine Results’ add-on products to customize their Act! database. Because of this established relationship and TopLine’s database expertise, they were interested in exploring a deeper relationship. They also acknowledged TopLine’s extensive history of working with other franchises in the Vanguard Cleaning Systems community.
WHAT RESULTS DID THEY SEE?
During the implementation phase, TopLine set up integrations with several other Zoho apps like Zoho Sign, Zoho Social, Zoho SalesIQ, and text messaging. We also created customer email templates, custom fields and forms for the account, contact, lead record, and workflows for easy data management. Now, they can track opportunities, leads, and new deals and streamline contract execution processes with their franchises and related cleaning accounts. On the marketing side, they use Zoho email marketing for better communication with current customers and Zoho SalesIQ to integrate their website with CRM to bring in new leads, leading to more deals.
CUSTOMER QUOTE
“We love Zoho! The TopLine marketing team has done an amazing job of helping us migrate our data from Act! and customizing a simple yet powerful. Zoho CRM. We continue to add functionality such as social media management, text messaging management, and digital signing. TopLine has assisted us with all of this. My team loves Zoho, and it has greatly impacted the effectiveness of our sales and operations.”
Will Greene, Owner
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