We did, too, until we took matters into our own hands. 

Juan “The Cookie Man” Ramirez, founder of Marcelita’s Cookies had a lot of leads to manage. They were coming from a variety of sources including his website, networking events, and referrals, and business was good. Still he felt out of control managing his lead generation process. Because he didn’t have a well-defined process:

  • He was being more reactive than proactive
  • His productivity decreased 
  • His customer service needed improvement 
  • He was leaving money on the table!


Juan decided to fix the management of his lead generation process. He sat down to map out his own workflow. He documented each step of his sales process, starting with a new lead and following it through different scenarios that made sense to his sales cycle. Then, he designed and implemented his custom workflow with Zoho One a market-leading CRM system. 

Then, as Juan demonstrated his newly CRM system to other business owners and professionals, they all shared the same frustration and challenges in implementing a system that is customized to their specific business requirements.

The rest, as they say, is history.

Juan saw an opportunity and realized that he had something other small and medium sized business needed: ZoomingSales CRM.

 Find out if ZoomingSales CRM is the right solution for you.

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A long ago we read Bo Burlingham’s wonderful book “Small Giants”.


In his book, Bo writes timeless stories about unique companies that have chosen to be ‘great’ instead of ‘big’ and how they developed their own ‘mojo’ or business soul.


We thought this was quite inspirational and decided that, at ZoomingSales, we are Small Giants, not aiming to be the biggest, just the best!


Simply put it, our mojo or business souls is:

  • To delight our customers in every possible way
  • To make our company stronger and thirst for learning
  • To cultivate and advance our business partners relationships
  • To pursue a servant leadership style


We love what we do and hope to speak with you soon.


JUAN RAMIREZ - Founder and CEO

Juan Ramirez founded ZoomingSales devoted to one purpose: to help companies grow their business by improving their sales, customer experience, and integrated e-commerce order management solutions. Juan, along with our business partner Hold Marketing, has built a team of international business executives and developers with deep experience in business process and technical execution; the skills set central to accelerated, successful business growth.

When looking for team members and business partners, Juan selects talent that complements his own skill set to develop a high-performance team.

Juan studied business at the University of Veracruz, Miami University, and University of Minnesota. Prior to founding ZoomingSales, Juan spent several years in the corporate world with firms like IBM and GE as a sales executive. He also founded Grupo Avance an international consulting firm, and he and his wife Marcie launched delicious Marcelita’s Cookies a gourmet corporate gifts with nationwide distribution.

Did you know? – Juan loves to run and has completed 22 marathons. He says that he is not too fast, but he can finish them. 

JAIME VILLAREAL - President Hold Marketing

Jaime is the President of Hold Marketing and the leader of our Business Partner team in the design, implementation and support of all our CRM projects and engagements, including:

  • Customer Service
  • Marketing Automation
  • Data Analytics
  • E-Commerce & Order Management
  • ERP Custom Integration and others

In addition to leading our implementation team, Jaime also performs sales and marketing activities with expertise in CRM workflows, custom design and mapping, data analytics, and project implementation helping customers to streamline their sales process across various industries.

Hold Marketing team has completed over 200 customer engagements ranging from CRM, Web Development, ERP
integrations and other technical implementations.

Jaime is a Finance graduate of the Monterrey Institute of Technology, one of the best universities in Latin America and
the top-ranked business school in the region according to the Economist. 

Did you know? – Jaime once traveled from Monterrey, Mexico to Yellowstone National Park in a Harley, an almost 3,500 miles
roundtrip!  roundtrip!  roundtrip!  roundtrip!  

MARIFER CRUZ - Design & Implementation Manager

Marifer is the lead of our technical design and implementation team. She reviews and manages the execution of all our CRM projects and engagements as well as supporting our sales team with technical expertise.

In addition to CRM Lead Generation projects, Marifer helps our customers to streamline their processes by delivering system like:

  • Customer Service – Ticketing Systems
  • Marketing Automation – Visitors Journeys
  • Data Analytics – CEO Dashboards
  • E-Commerce – Order Management
  • ERP Custom – Integration and others

Her expertise also includes mapping customer requirements, customizing workflows, translating business to systems requirements, integration of Zoho apps and others.

Marifer holds a Chemical Engineer degree from the Monterrey Institute of Technology, one of the best universities in Latin America, and has also studied at the Technical University in Hamburg, Germany.

Did you know? – Marifer and her twin brother have a tradition to visit a new place every year. So far, they have traveled to Thailand,
Croatia, Montenegro, Greece, Myanmar, Cambodia, Israel, Spain, Jordan, Switzerland, Germany, and more to come.

GERMAN KASTEN - Systems & Data Integration Manager

German oversees the technical integration of CRM systems. He provides technical and business expertise in the development, modification and integration of systems and subsystems used for applications like CRM, Customer Service, Data Analytics, E-Commerce, Order Management and ERP systems. He also supports our sales team with technical expertise and evaluation of systems opportunities.

Integration is one of our customers’ top requirements and German has implemented a variety of projects and technology like:

  • API, web service, server-based integrations
  • Data share and integration to ERP and manufacturing systems
  • CRM and SAP integration via API or custom programing
  • Web development, SQL data sharing and extraction
  • PHP, JavaScript, My SQL programming, and others
  • Zoho customization via Creator and Deluge functions, data sharing and reports creation

German holds a Systems Engineer degree from the University of Monterrey, a private institution having bilateral educational agreements with the University of California and other universities in Spain, Italy, Belgium and London.

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