Case Study: Gallagher Business Development streamlines revenue tracking and marketing planning with Zoho CRM

After trying Next Gear, NetSuite, and Salesforce, Gallagher Business Development finds the perfect CRM with Zoho

Gallagher Business Development, a marketing and advertising consultancy, struggled with the complexity and reporting limitations of previous CRM systems like Salesforce, NetSuite, and Next Gear. Seeking a more user-friendly and scalable solution, the company's president, Kevin Gallagher, turned to Zoho CRM to better manage client relationships and track revenue.

By implementing Zoho CRM, the vendor provided a streamlined solution that included customized deal tracking, intuitive task management for projects, and a detailed campaigns module for measuring marketing ROI. The result was a highly efficient system that eliminated tedious reporting; Gallagher found the default and customizable reports, such as Open Deals and Deals by Stage, were more than sufficient to stay on top of revenue, leading to a successful and rapid implementation for the small business.

Gallagher Business Development

Kevin Gallagher

President