Beyond Procurement switched from Salesforce to Zoho and never looked back!

At a recent UK business event, Andrew Childers and his team of carbon reduction coaches and consultants were exhibiting Beyond Procurement's skills to help businesses of all sizes achieve Net Zero.

Between carbon conversations, we stole a moment with Andrew to discuss the software challenges he's experienced throughout his years in business and the answers he's found in Zoho One. "We've come to the conclusion... that no matter what the question, Zoho has to be the answer," he says.

Join us as Andrew explains why Beyond Procurement left the complicated and costly customisation frustrations of Salesforce in the past. Hear why he switched out FreeAgent's accounting platform and navigated away from Gravity Forms. And finally, listen as he talks us through his newly integrated Zoho stack, from CRM to Forms, Books, Social, Projects, and Analytics, and why it's the answer to smooth operations and fully aligned processes.

Zoho One: https://www.zoho.com/one/
Zoho CRM: https://www.zoho.com/crm/
Zoho Books: https://www.zoho.com/books/
Zoho Forms: https://www.zoho.com/forms/
Zoho Projects: https://www.zoho.com/projects/
Zoho Analytics: https://www.zoho.com/analytics/
Zoho Campaigns: https://www.zoho.com/campaigns/
Zoho Social: https://www.zoho.com/social/

Beyond Procurement: https://beyondprocurement.co.uk/


Key Moments/ Timestamps:

00:14 - Meet Andrew Childers, CEO
00:33 - Carbon coaching with a difference
00:50 - From spreadsheets to CRM
01:08 - Starting out with Salesforce
02:11 - Hello to Zoho
02:52 - Zoho Campaigns for customer comms
03:11 - From FreeAgent to Zoho Books
03:38 - Goodbye Gravity Forms
04:25 - In-house customisation potential
05:25 - Zoho Support cuts consultancy costs
06:04 - Functionality and usability
06:29 - Automation unlocks "unquantifiable" benefits
07:32 - Zoho Projects manages every client