Building a business is all about customer relationship management (CRM). That’s precisely what led me to trying out an app from one of Quote Roller’s integration partners, Zoho CRM. Although I use the services of several products from our integration partners myself (Google Drive, Box, and PayPal), I wanted to share my experience using one of my favorites: Zoho CRM.
You see, even before I started blogging for Quote Roller, I was using Zoho Mail for my professional emails (and Gmail for personal), and dabbling with some of the company’s other app offerings now and then.
I have long been especially keen on using Zoho Invoice for billing. I freelance for several websites on a regular basis and take on one-off and guest assignments all the time, so I was pleased to find that I can easily integrate Quote Roller with Zoho CRM to streamline those two processes, allowing you to access customers in the CRM inside Quote Roller to send any one of them a business proposal.
I have a growing customer list, which is too hard to manage without CRM. Since I use Quote Roller to submit proposals and close business, it has become quite clear that I have to use a CRM tool to keep it all straight, and Zoho CRM has proven to be the right tool for the task.
So, based on my experience, here’s what it is like to use Quote Roller, Zoho CRM, and Zoho Invoice.
And we’ll start with how all you Quote Rollers can get started with using Zoho CRM right away.
This has been an amazing year for Quote Roller, and we would like to share with you what an amazing year it’s been for us.
Did you know that we’ve saved the total of 4,75 years on proposal writing, creation, and management for our clients? More mind-blowing numbers and naked cats under the cut. Read more
I can’t describe how great it feels to get to know our customers: who they are, what is important for them, how they work and how Quote Roller helps their business.
This week we’ve met with a team of cutting-edge developers, who are called Aligned Code. The guys are just flowing with positive energy and know everything about mobile devices and cross-platform apps. In fact, that’s what they do — help businesses establish a true cross-platform presence.
They love what they do, and we are so happy Quote Roller powers up a part of Aligned Code’s business. Ready to hear more? Dive in! Read more
Several weeks ago our team was selected as a finalist among 300 applicants to compete for the Best Startup of the Year 2012 award in Moscow, Russia.
Finalists were selected through a panel of judges, which included more than 80 representatives of investment funds, entrepreneurs, experts and consultants. As a result, Quote Roller with 13 other teams from Russia, Belarus and the United States were selected as finalists.
The event was a blast! Attended by 1,000 people, and 2,000 people watched the online broadcast live. Although we didn’t win in our nomination for the Best Global Startup, our golden apple is very special, as we got the People’s Choice Award!
Some crazy pictures after the cut! Congrats to Quote Roller and thanks to all our customers! We love you <3! Read more
It seems like Quote Roller received an early Christmas present. As of December 1st, Quote Roller finally got a marketing wizard named Sasha Kovaliov. You may have already spotted a few interesting blog posts by Sasha and noticed that our facebook page has come to life. Please meet and welcome Sasha, marketing rockstar, avid cook and now the most talkative guy in our office (I am proudly passing this title, btw).
We love our clients and are glad to be part of their business, so we decided to get to know them even better! This week we would like to introduce a new feature on our blog: Client Tales.
Meet Alexa Roman, a Digital Project Manager with Kluge Interactive, a digital team specializing in web and mobile apps. The company is very vibrant, innovative and startupish! Read more about an amazing team and how Quote Roller helps Kluge to grow its business.
We always add features to Quote Roller to help our users be even more efficient. Some of you might have already noticed that blue Content Library button has appeared while creating or editing proposals and templates.
Content Library works as a repository of content blocks you use most often in your proposals. Be it text, images, HTML, video or a combination of all the elements, you can now conveniently save any block into your Content Library and with a single click add it into other proposals.
Let me show you how it works:
PDFs are a pain. A pain for you and your customers. A pain to sign, edit, track, collaborate on, keep versions aligned and hard to add any interactivity.
Some of you have already realized great value non-PDFs proposals bring not only to you as a service provider, but most important of all to your customers.
Let’s sum everything up and see why PDFs-are-best-proposals myth doesn’t stand a chance anymore. Read more
When working with a team, sharing information quickly and easily is critical. The Quote Roller staff is hard at work making it easier for you and your team to do just that when collaborating on sales.
Quote Roller now has a direct save feature onto the Box online file storage platform. This will enable you to save PDF version of proposals on Box to share with your team members and clients. Proposals saved this way can be viewed directly on Box.com.