Prodigm - Blog #Zoho Campaigns

Zoho Case Study: Barlings Barn - Self Catering Holiday Rentals

Wed, 27 Oct 2021 10:13:33 -0400

Barlings Barn - Self-Catering Holiday Rentals

2 users, Zoho CRM, Zoho Sites, Zoho Mail

Executive Summary

Barlings Barn has been established for 40 years. The owners, Felicity

and Terry Margolis, purchased a tract of Welsh hillside, a dilapidated

cottage with no running water or electricity. They had a vision to create

something special.

Introduction

Felicity and Terry knew they needed a modern CRM to help them manage

their holiday rental property, which is a 13-bedroom facility that is

rented to large groups. They rentthe Welsh property to vacationers by

the week or weekend. They also managed twoSpanish apartment rentals,

until selling those in 2018.

The Challenge

They had encountered difficulty with managing operations based on

spreadsheets andMS Outlook email. They also used mobile

communications based on a Blackberry email system. Prodigm

assessed the needs, the sales process and marketing integration.

We suggested an on-going booking system, client contact process and

effective data capture.

Responding quickly to emailed inquiries with quotes and availability
Adding the booking contacts to the CRM for further stay-in-touch,
coordination, last minute changes, rebooking and referrals
Maintaining a web presence with a booking form
Advertising on a variety of holiday booking sites
Accounting and payroll
Banking and reconciliation
Staff coordination: part-time staff involved with bookings management,
forestry cleaning, laundry and marketing database building from all
inquiries processed

Implementation

Zoho CRM configuration
Data load from spreadsheets and diverse data sources
Marketing strategy
Customization
Quote management
Email integration with CRM and mobile mail
Familiarization, strategy, sales process automation

Results

Barlings Barn is now fully booked for properties in the up-coming season

and can turn-around quotes in a fraction of the time required previously.

Even in the challenges of Covid19 and lockdowns, Barlings has collected

a record number of bookings for “staycations”. The best aspect of using

Zoho has been that the process continues when Terry and Felicity travel

and they have distributed the administrative and marketing roles to new

staff.

About Prodigm

Prodigm was formed in 1992 and for the first twenty years concentrated

on providing leadership and innovation to larger organizations such as

insurance companies, the insurance arms of major banks and large

professional associations. We provided leading Artificial Intelligence,

CRM and marketing automation solutions that drove hundreds of millions

of dollars in Insurance policy sales for the Insurance companies and

positioned Associations as leading providers of investment management

and on-line processing abilities for self-service investment and

insurance management.

When we decided to become Zoho Partners we were passionate to

bring business advantages, that were previously only in the budget

range of very large organizations, to the smaller companies that are

the life-blood of the Canadian economy. It is difficult, challenging and

yet hugely rewarding when our customers thrive and grow.

Zoho builds the software, Prodigm makes it work for you.

www.prodigm.ca

What do the Zoho suite of apps do for your business?

Tue, 29 Jun 2021 11:19:25 -0400

Automate

Make your business easier to manage, more efficient and organized
Review up-to-the minute reports to show all Key Performance Indicators for immediate action. You need to know now what's happening now.
Respond to customer requests immediately. Automated events trigger workflow processes that send emails, ask for approvals, create and assign internal tasks
Website forms deliver leads directly into your system for instant response and assignment of sales resource
Automatic scheduling of social media posts weeks in advance for consistency and brand awareness

Collaborate

One source of all data that is shared as needed, automatically stored in a secure, encrypted multi-backed up data centre
One login for all applications
Assign tasks to your team along with a link to the associated records
Increase productivity by making relevant information accessible for employees as needed
Immediate access for customer-facing employees to all relevant information to "Know Your Customer," to provide prospects and existing customers with a personalized experience

Manage

Have additional time to do the "more important things"
Welcome growth because additional volume is no problem
Coordinate sales teams in any location
Process real-time information from your entire business suite
At-a-glance graphic representation of key trends
Encourage remote workers with tools that support productivity and results

Introduction to Zoho Campaigns

Mon, 09 Dec 2013 12:13:06 -0500

Zoho Campaigns is great for keeping in touch with your current clients, reaching out to new contacts and to gain an insight into who of your potential clients showed interest by opening or clicking on your email. You can automate a series of emails, and add sign ups for new subscribers.

Here are eight basic steps for setting up your first Zoho Campaigns email campaign:

1. Signup for your free trial of Zoho Campaigns.

2. Create an email Campaign with a few easy- to-follow steps.

3. Setup a sync connection between Zoho Campaigns and a custom view in Zoho CRM to deliver the qualifying contacts to your campaign with daily updates. This two-way sync reports back to Zoho CRM about bounces, unsubscribes, opens and clicks.

4. Create your email template for your campaign with drag and drop images, text boxes, tables and buttons.

5. Send your campaign to the chosen list.

6. Get great insight with easy-to-read analysis of who clicked your email campaign, who browsed through, how many times they looked at it.

7. Create a task with those who showed interest to send a follow up email or phone call.

8. Get feedback on your campaign success with integrated surveys.