Bloomfire provides knowledge engagement, aiming to deliver an experience that connects teams and individuals with the information they need to excel at their jobs. Their cloud-based knowledge engagement platform aims to give people one centralized, searchable place to engage with shared knowledge and grow their organization's collective intelligence.
$25
per month
Zoho CRM Plus
Score 8.1 out of 10
N/A
Zoho Corporation offers Zoho CRM Plus, a customer experience management platform that features a virtual AI assistant, process automation and business rules engine, and customer behavior analytics.
PTS: needed to bring a new senior marketing team member up to speed on how we got to our current TV campaign
Solution: Series featuring consumer insights, why specific spokesperson, agency brief, the entire creative process - scrips, animatics, rough cuts, feedback, and testing at each step. Including the actual creative from each step.
Total time to build: 1 hour
Concept testing:
PTS: things get lost, findable but version control
Solution: everything in one placeConcepts, testing, IHUTs, verbatims, videos with transcripts. Reduces the possibility of missing something, helps with any builds (reuse), but gives us a the chance to dig deeper. Example: search on terms like "indulgent", or "crispy" or "share" much faster
Starting with campaigns, once we send the campaign out, prospects who open it are moved into the sales funnel; the sales team then calls or emails the prospect. Our VOIP works in conjunction with Zoho CRM Plus, so phone calls are logged into the contact. And generates another call, letter, or appointment with the client on the Zoho calendar. Emails are sent through Gmail since Zoho CRM Plus does not work with Gmail. The client's email must be copied and pasted into Gmail. (responses are tracked in the Zoho CRM Plus). Once the sales team meets with the client and starts the process, it turns into an "opportunity" where all stages in the sale are tracked. We mail merge the contact info to the correct letter template, then download it into "Word," where the letter is proofed and corrected as necessary (Zoho merge does not allow you to work in "Word" 2019). When finalized, it is then uploaded back into Zoho CRM Plus under the Opportunity. The sale then continues through the process, and once signed off on, all the details of the job are logged into the Zoho CRM Plus. When the job is completed and closed out, Zoho CRM Plus automatically sends the client a thank you email. The client will then can biannual automatic emails reminding them to set up their bi-annual inspection.
Quickly reach out to whatever employee segment you want to reach by posting a topic and it will send a notification to everyone in that group with a link to the posting.
Bloomfire saves all of the previous posts so in your free time you can go to the site, and explore the various range of topics others have posted. The information on there will only be as good as the person posting it, but it will be people within your company and industry posting it. So it will always be helpful.
Bloomfire is a place to be noticed by your peers. Have a great topic you want to express, my company allows all to post there as long as we keep it professional. So you can share your ideas or experiences in a safe and productive manner. But we do have some fun on there too!
Zoho CRM Plus is very good at automating many functional areas of our company including: sales, marketing, operations, and engineering. It is functionally rich, and matches the functionality we used to have with Salesforce.com, but at a much more reasonable cost.
Zoho CRM Plus is easily "configured" to match our business processes. The ability to configure the user interface is very good, and the "BluePrint", custom functions, and reporting allow us to automate our unique operational needs.
The buying process for Zoho CRM is extremely friendly. You can switch between software types from basic CRM to Zoho CRM +. You also can pay monthly, or annually, and don't have to purchase months before your renewal dates and get pestered by sales people.
I would recommend adding a feature to combine different posts/series by job title (so in addition to the Revenue Ops category, there could be a structured walkthrough for Revenue Manager).
Live Q+A sessions for group onboarding initiatives.
Managing attachments. Limited space for each user and you can’t easily delete attachments in bulk so if you reach your limit it becomes expensive to buy more space or labor-intensive to find and delete attachments manually.
You can’t filter accounts by their related module fields. For example, in list view, filter all accounts with more than one contact.
Most likely we will renew, our team needs a refresher on possible opportunities to advance our usage and learning of opportunities to move this answer to a 10, can't live without it.
Bloomfire is an easy-to-use platform for posting information and asking questions of my peers. It also has a user-friendly search capability. Yet like any other CMS, the secret to success rests in such items as the ability to use metadata to tag content or posts, and Bloomfire provides a wide range of options to make posting content and subsequently searching for it.
I personally started off as a CRM novice. But in a matter of 2 months, I was writing my own custom workflows, playing with modules and fields, and training my sales and operations teams to manage leads and accounts. Simply put, the system is intuitive after a brief introduction. The level of customization is staggering until you change your mindset. Zoho CRM Plus excels where you're able to attack your goals as problems already solved in the platform — you just need to locate the feature to make what you want to happen... happen! I equate it to the Adobe Creative Suite. You don't pick the fun filter before you lay out what exactly you want to draw. With that mindset intact, you can dial in the system to meet your and your team's needs based on your proposed SOLUTIONS, not just leaning heavily into a single feature to "force" some ROI.
I have not needed to pose questions to the support team yet, as it is a very simple piece of software to use, however, its help documents and the bot ready to answer questions let me know I am in good hands. The help center could load a little quicker, but that's my only complaint.
Every account representative I have worked with has been extremely helpful and nice. You can tell the account reps and support staff truly care about the product and want to provide you with the resources that you need. The response time is also fast for support inquiries and that has been a massive help for us.
I like Bloomfire because it is more concise with the work I do whereas Google search engine would provide broader information. It has just been so user-friendly, and easier to use [than] I could have imagined. I would use this program over any other that I have tried in the past.
I utilize HubSpot to gather data based on IP addresses from customers who visit our website. I do not use Zoho CRM for forms since the customization is clunky to design. HubSpot collects account data from the form and that helps me evaluate to sales potential of that account. Then I use Zapier to Zap the info into Zoho. Zoho CRM then is used to reach back out to the customer and begin tracking interactions
I would recommend that module wise update feature be opened up, for free to an additional 50-75% of paid users. These users can be restricted to work on a single module to update information only where they do not cross over multiple modules
I already discussed this prior with the Enterprise Support. But them aside, I'd be remiss if I didn't mention Zoho is committed to connecting their userbase together. Within a month or two of using the product, we were told about Zoho User Groups. We had one right in my backyard (Chicago). I was able to both attend a meeting (pre-covid), and then stay in touch in an integrated Cliq channel. I always have power-users at my fingertips to ask quick questions. That Zoho makes it a point to keep these connections, and empower them... makes my life easier when inevitable "wants" pop up.
The ROI is significantly positive due to the comprehensive set of modules available.
Positive: My clients have better Dashboard data developed through Zoho Analytics than they do even though they use Salesforce. Also, Zoho CRM Plus can integrate with Salesforce or other system either through their own integrations or from Zapier.
Campaigns allows me to target specific prospects via HTML emails, and complete tracking. This is a complement to the more shotgun approach of social media,
