Use cases: Sales
Industry: Public Relations
Team size: Less than 50 employees
Product feature: Integrations, Service booking forms
The hurdle: no proper integration with the previous system
Apples & Oranges Public Relations (AOPR) is an NYC-based public relations and events planning agency. Its clients prefer scheduling meetings directly from the company's website, so the team needed a proper online booking solution.
The company previously used Microsoft Bookings to collect appointments but found that Zoho Bookings offered better integrations with Zoho CRM and calendar apps.
Gathering information before meeting
CEO Amore Philip and her team have a questionnaire that clients must fill out before scheduling a meeting. The booking form feature in Zoho Bookings enables them to collect data effortlessly. "When we have appointments, all of their [information] is available for us to discuss during the process."
— Amore Philip
Streamlined sales
Since the AOPR sales team is remote, the Zoho Bookings integration with Zoho CRM and calendar apps helps streamline meetings using a single platform. "We have been converting about 3% of appointments booked with the sales team," Philip remarks.
Zoho Bookings: a good investment for a business
For anyone looking to try Zoho Bookings, Philip says, "The integration with [Zoho] CRM is great." She also notes that there are "lots of customization for the forms," and that it eliminates the need to spend time on data entry. When it comes to Zoho products, she concludes "It was one of the best investments we made to grow and scale our business."