Zoho - not for the non-tech user
Updated May 07, 2024

Zoho - not for the non-tech user

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We used it to track the effectiveness of our sales staff. They generated weekly reports, which were sent to management. In our experience, it was too hard to use for our staff, in part because they never embraced it but also in that it was complex. The features were powerful and deep, far deeper than they were willing to use. The phone app was unreliable in logging calls. Some calls from customers or leads were logged, some were not. We could never figure out why. [I feel that ] support wasn't helpful, and we eventually gave up.
  • Lead and customer activity tracking
  • Reporting
  • Email integration
  • Reporting was powerful, but difficult for the average user to configure
  • The phone app was poor
  • Small thing, but after a week or so of non-use the web interface login screen would change to a general Zoho screen, which confused our users.
  • It was difficult for non-technical users to navigate
  • The phone app was frustrating to the tech-savvy users
  • Reporting was excellent
Zoho has a lot of power, but for our users it was too much. It needs a way to scale for basic users to easily enter tasks, meetings, sales, and the like without having to navigate through all of the power user screens. As I said elsewhere, it seems to be geared toward younger, tech-savvy users rather than older, established salesmen.
I don't think it made any difference for us in that way. Perhaps forcing sales critters to document their calls and meetings gave great accountability and thus a gauge for employee effectiveness, but no one had any feedback that it helped us get or retain customers.
We looked at Microsoft Dynamics since it would integrate with our Office 365, but the price was too much. Zoho [CRM] had the best reviews and had a better price point.

Do you think Zoho CRM delivers good value for the price?

Yes

Are you happy with Zoho CRM's feature set?

Yes

Did Zoho CRM live up to sales and marketing promises?

Yes

Did implementation of Zoho CRM go as expected?

No

Would you buy Zoho CRM again?

No

It's powerful, and probably best for urban, technologically savvy users. Integrating it with an ERP system would make it very useful; that's something that was not an option for us. The phone app is a great idea; however, [in my opinion] it didn't work very well. I believe if the phone app had consistently logged calls and activities the entire Zoho [CRM] system might have had better acceptance.

Zoho CRM Feature Ratings

Customer data management / contact management
7
Workflow management
5
Territory management
1
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
5
Quote & order management
5
Interaction tracking
9
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
8
Email marketing
Not Rated
Task management
9
Billing and invoicing management
Not Rated
Reporting
9
Forecasting
8
Pipeline visualization
8
Customizable reports
9
Custom fields
10
Custom objects
6
Scripting environment
Not Rated
API for custom integration
6
Role-based user permissions
9
Single sign-on capability
9
Social data
6
Social engagement
6
Marketing automation
5
Compensation management
5
Mobile access
2

Configuring Zoho CRM

Very configurable, which is a blessing and a curse. It might have been useful to have a fixed, simple interface for less technical users.

Using Zoho CRM

I had no trouble with it. The younger guys had no trouble. The older guys...the older guys had trouble.