Lattice vs. Zoho CRM Plus

- Lattice is important infrastructure for orgs that are scaling quickly and need the ability to better administer talent and performance programs - Lattice saves HR teams soooo much time (from the AI agent who answers HR questions, to the automated onboarding and offboarding processes. - Lattice is not great for very small orgs that don't have growth plans. (Engagement surveys can't be anonymous if there are too few EEs, there is a minimum contract amount, and it's quite a lot of tool/system)

Incentivized

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.

• clean simple user interface. easy to navigate and i like the homepage
• Lattice has done several updates over the years. continuing to give the product more value based on customer feedback
• i get reminders in slack and email when someone submits public recognition within our company, and about my talking points/feedback from my manager

Incentivized

• 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.

• it is not intuitive how to find a past review you wrote for someone that doesn't directly report to you
• Lattice app (for phone) is very limited in scope and doesn't have face ID
• sales team can be misleading; need to really double check and push on important issues

Incentivized

• 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.

It is an expensive platform and other platforms are coming to market with similar features at a fraction of the price.

Incentivized

It is very user friendly and easy to navigate. The workflows make sense and I can easy find my reviews, feedback or performance information. I haven't had any issues with being confused or needing to read instructions on how to navigate the software, it was one of the more straightforward programs that I have worked with

Incentivized

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.

Incentivized

Lattice Support is not that good. We have had to have calls with them in the past and their product team did not have a lot of knowledge about their product. I believe they are able to provide a much better level of service and that would increase my likelihood to work with them again.

Incentivized

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.

Incentivized

Lattice is more fully featured than BambooHR on the performance management functionality. It allows greater customization and more capabilities. If your company is mid-sized or large, Lattice is the way to go. However, it does require having some staff dedicated to understanding the system and committed to managing it. TINYpulse was also an interesting offering with some benefits, but also not as fully featured as Lattice for a medium to large business.

Incentivized

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

Incentivized

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.

Incentivized

• We have a workforce of 700, who largely have never had a performance review - since buying the module, it is holding the managers accountable to the process - no employee needs to be in the dark with how they're doing
• The employees value the decreased time that it takes to perform their self-assessments - world's apart from the complicated system we had before in our HRIS provider.
• The managers value the decreased time it takes to initiate/complete the employee review discussion process, as they now have a much more streamlined manner of doing so since partnering with Lattice

Incentivized

• 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,