Email automation software with optimized personalization to drive engagement.
N/A
Zoho CRM
Score 8.4 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment.
The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.
The product also has an integrated project management module.
Small businesses with even smaller marketing budgets and no email marketing experience would be better off selecting a lower-end email marketing provider. However, Adestra will provide a growing company with every email marketing tool along the way.
Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
Adestra's "dynamic" list allows users to consolidate multiple lists in combination with data filters and exclusion lists. This implements segmentation and is a powerful marketing tool.
Adestra's MessageFocus API integration provides developer-tools for list, campaign or transactional automated requirements.
Campaigns can be sorted into project folders. This allows marketers to group campaigns together for management or reporting requirements. Moving or copying campaigns from one project to another is a simple process.
Data downloads via Reporting is available at every level, from overview to individual KPI.
Creating "core" tables helps marketers develop lists with similar attributes. Whether a list has many fields or simply the one required email address field, a "core" table helps to quickly map data labels from spreadsheet to online database. Creating data labels on the fly is a simple process, as well. The "core" table also groups similar contacts into one core database.
Any list can be quickly "emptied" for to manage refreshed data. The contacts within the "emptied" list would still be members of the "core" table and so the process does not negatively impact reporting.
Unsubscribes can be managed in one list (as a default) or individual lists. Creating individual unsubscribe lists -- dependent on business requirements -- would allow for a preference center, whereby recipients could be given a choice as to which campaigns they receive.
The Form tool creates signup forms, simple surveys and landing pages. These can be hosted via Adestra or otherwise on the web. The tool provides for branding and proprietary cascading stylesheets, with a number of actions available through a drag-and-drop interface.
As of this writing, there are at least 3 different editors available (a drag-and-drop, a WYSIWYG and HTML). However, only a small template library is available if requested through support. Those expecting to find ready-built templates for re-branding would find them through the third-party EDM Designer drag-and-drop editor.
Need some way to switch a field type without losing the pre-existing data.
The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
Frustrating that only 3 custom lookup fields are allowed per module in our license.
i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
I have been self-trained on different ESPs for over 10 years, so my experience isn't comparable to most users. However, I've trained people on various email marketing platforms, and with some training, clients have a positive user-experience with Adestra.
The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
I have had campaign related issues solved very quickly. When there are technical issues, that involve more than one departmental, it may involve a longer turn-around and management.
We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
For medium and large sized businesses, Adestra competes well with dotMailer. While many of the functions are available through either provider, creating campaigns, managing lists and reviewing metrics are somewhat different. As of this writing, dotMailer's drag-and-drop editor dominates that platform and performs well for low-end users with little-to-no HTML experience. Even high-end users will appreciate how quickly campaigns can be built via the drag-and-drop editor. While Adestra utilizes the EDM Designer drag-and-drop, the third-party functionality is not completely cohesive and lack of a template library gives dotMailer a bit of an advantage.
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
