Likelihood to Recommend For a new site: 1. Are there any hosting requirements? eZ Publish works best on a traditional LAMP stack. 2. What is the expertise of the development and systems administrations individuals? There should be some PHP development experience and a solid level of Apache and MySQL hosting. 3. Who will be managing the content of the site? What is their bandwidth for training? For ongoing content changes?
Read full review 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.
Read full review Pros Content Taxonomy: Content is managed in a tree. Though taxonomy vs folksonomy is a near-religious debate among professionals, clients seeing the system for the first time just seem to "get it" more often. Content Flexibility: Common content types such as blog posts and articles are available out of the box. However, customizing these and creating new content types is very easy. Developer Friendly: Developers need only a little PHP experience to get started. Of course being an expert doesn't hurt and opens the door for the development of custom modules. Read full review 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. Read full review Cons The template language: Outputting content or doing something special with it requires use of the templating language. Myself along with other developers I have trained, found this to be one of the biggest hurdles. Layout of physical files: The system decides what settings files and templates to use based on a hierarchy of modules. The same file can exist in multiple modules and you can find yourself deep within very similar looking folder structures, causing confusion during debugging. Community: eZ has a solid set of community contributors but the gap between it and Drupal or Wordpress is pretty large. Read full review 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. Read full review Usability 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.
Read full review Support Rating 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.
Read full review Alternatives Considered eZ Publish isn't as large in community size and number of installations as other content management systems. However, it's just as capable and met our needs:
Developers, system administrators, and project manager can all speak the same language during the development and maintenance cycles of a site. End-user training is very straight-forward. Vendor support is available. Client IT departments can access if need (developers/designers/sysadmins). The community is there (forums) and there are solid contributions (extensions) from both the vendor and the community. Read full review 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
Read full review Contract Terms and Pricing Model 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
Read full review Professional Services 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.
Read full review Return on Investment Common knowledge: By making eZ a core offering, developers, system administrators, and project managers were able to communicate with each other effectively. Training: Due to its content taxonomy, end-user training often went well. Support: In our case, we had Gold support from eZ Publish which saved time and helped with customizations. Read full review 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, Read full review ScreenShots Zoho CRM Plus Screenshots