Case Study: Bernard Health saves over $1M switching to Zoho CRM

How Bernard Health Saved $1M Switching from Salesforce to Zoho

Bernard Health, an insurance company with a complex sales and services network, was facing steeply rising per-user fees from Salesforce. With annual growth of 30%, these increasing costs prompted them to search for a new, robust CRM platform that could handle their varied business operations without compromising on functionality.

By switching to Zoho CRM through the Zwitch migration program, Bernard Health implemented a more thoughtfully designed platform that met all their needs. The solution from Zoho resulted in annual cost savings of over 70%, which translates to an increase of over $100,000 to their bottom line each year. The company also significantly improved its internal culture and customer experience by adopting other Zoho products.

Bernard Health

Alex Tolbert

Founder