There have been a lot of changes at Po3 over the last couple of years, and you might be wondering why you haven’t heard from me in about that same time. Fair question. Life threw me a curveball, as it’s known to do, if you want the backstory, click here.
T̶h̶r̶e̶e̶ Four Big New Things at Po3
1. Po3 Selects Primary Cloud CRM for Our Clients
I’ve been looking for an alternative to Salesforce.com ever since I wrote the book on it back in 2008. Not because it’s a bad product, it’s not. It’s great, in fact. But I wanted a CRM tool that met the needs of my clients, and my clients tend to fall into the SMB market – firms with fewer than 1,000 employees. Organizations in that space need a flexible solution that doesn’t weigh them down with features they don’t really need. They also need a solution that works, is easy to use and from a company they can rely on. I also wanted a cloud-based tool with slick apps so that my clients would have access to their critical lead and client data everywhere – smart phones, tablets, phablets, laptops and watches.
Well, 3 years ago, I found it. Zoho. Click here to register for my demo on Zoho CRM on June 1st at 11 am pacific.
First, Zoho is more like a platform, or an operating system for your business. They have over 30 apps in a variety of categories from back office to front office. Zoho as a company has been around for 20 years, with their headquarters in Pleasanton, CA. The company has grown organically, which means they’ve bootstrapped the financing and have always been profitable. They have over 3.600 employees across the globe and more than 18M users. Here’s a link to CEO Sridhar Vembu’s recent keynote address at the Zoholics Developer Conference in April of 2016.
In it, he talks about the role of software in an organization – which is essentially productivity. The Zoho Sales & Marketing User Conference is coming up June 7-9th in Pleasanton, CA, click here for more info and to register. If you are a Po3 Customer, email me for a 50% code.
Second, as a platform, I can work with my clients and help them pick and choose the apps they truly need for sales enablement, from the core CRM to email marketing campaigns, support, project management and more, and they only pay for what they need right now, but we have the option to add and grow their toolset as their business expands and grows. At a minimum, Zoho CRM is about half the cost of Salesforce.com and much more robust than some of the smaller cloud CRM solutions.
Third, it’s the cloud. In the last 3 years I have moved my entire business to the cloud and I’ve never been happier. Starting with Google Apps for Work and then Zoho CRM, followed quickly by migrating from Quickbooks to Zoho Books and now Zoho Support, Zoho Projects and more. Now I have access to all my systems and data, no matter where I am. And I don’t have to invest a ton in maintaining an expensive infrastructure – I even got rid of my server! This enables me to focus on my business and clients, not on solving IT issues.
2. Po3 Merges Act! Business with Keystroke
So with the move to Zoho, you might be wondering what of my longtime Act! business? I’ve been an Act! Consultant for over 16 years now, and I still think Act! is a good product with a definite niche. I’m still supporting my Act! clients. That won’t change. But a few key things convinced me to merge my Act! business and Act! Consultant listing with Keystroke.
First, if you read the backstory blog about why I’ve been so quiet the last couple of years, you’ll know that I needed to have backup. I found it in Keystroke. I’ve known Ken Quigley for around 10 years, served on the Act! Advisory Board with him and I really like both him and his company. He’s smart, easy to work with and fun. When I joined the Keystroke Partner Program I was instantly part of a team of over 30 qualified Act! Consultants, access to Team Keystrokes 14+ employees that support the business.
Second, Swiftpage (maker’s of Act!) made changes to their partner program and it made becoming part of the Keystroke Partner Program a no-brainer. For all Act! software sales, you’ll get a quote from Keystroke and they’ll handle the order and provisioning process. I still get [tiny] credit for the software sale, but Team Keystroke manages the process for us and they rock.
Joining the Keystroke Partner Program just made so much sense. Expect to hear from them if you are on Act! and coming up for subscription or business care renewal. As always, I’m here to support you and your decisions around CRM software, so please reach out to me if you have any questions or concerns. I’m not leaving Act!, I just made some changes to make my Act! business better.
3. Po3 is Expanding Our Services
We’ve always had a focus on CRM – because that’s the cornerstone of any sales enablement strategy. But there is so much more. At Po3 we like taking a step back and helping our clients look at the big technology picture and identify areas to make major productivity improvements. This includes invaluable tools for email marketing, inbound marketing, social selling & marketing, proposal management, customer support, project management, finance and more.
Also, while we are partners of many CRM solutions, inlcuding Zoho CRM, Nimble, Infusionsoft, MS CRM and Act!, we can actually help folks leverage their CRM, no matter what tool they are using. That inlcudes Salesforce.com, Sugar CRM, Netsuite, Insightly, Pipedrive and more. If you’re using a CRM tool, we can help you squeeze more ROI for those investment dollars, guaranteed.
We’re looking at a few cool new things to offer our clients, including sales coaching and sales enablement technology strategy. We’ll reach out over the next few months as we have more to share, but it’s going to be exciting and we can’t wait.
4. Po3 has a Weekly Radio Show – Unleash the Rain
A little over a year ago we launched a weekly internet radio program called Unleash the Rain on MutinyRadio.fm every Tuesday from 4 – 6 pm pacific. The show’s focus is on helping small and medium businesses leverage technology to increase revenue and reduce expenses. You can listen live here or choose a previous broadcast from the podcast archives. We’re rigging up an RSS feed through iTunes and possibly another podcast subscription app, we’ll announce that when it’s ready. In the meantime, feel free to listen in and we LOVE taking questions – you can call in live or email questions to firstname.lastname@example.org
I post a lot of information about the show, topics, upcoming guests and more on our Facebook page.
That’s all for now, watch for more posts and information on the regular and as always, if you have any questions or I can help in any way, please reach out.
Sales Coach // Technology Strategist
Zoho CRM Authorized Partner
Zoho Creator Certified Solution Provider – The “make magic happen” platform!
To book an appointment with me directly, online, go here: http://po3inc.setmore.com