LinkedIn Sales Navigator for Gmail vs. Zoho CRM

The Sales Navigator has allowed us to increase our awareness of our potential lead pool and has allowed us to grow our customer base. The system is easy to use and allows us to have great control over the number of leads we can see and the number of leads that we can connect to. Using the system has also helped us in being able to manage the number of leads that we can send.

Incentivized

For customizing a CRM without needing specialist support, Zoho CRM is great. The admin UI is pretty intuitive and easy to use. Zoho CRM also works great for tracking contact records and relationships to other records. For instance, we run 10+ different programs, and we need to track every contact's relationship to any and all of our programs. Besides the program relationship, we also track organization/employer relationships, host site relationships for interns, team relationships for several of our programs, and we are starting to track grant disbursement as well. Zoho CRM's "joiner modules" handle all of these different connection points fairly well, though the data import process can be a pain.

Incentivized

• Has many filter capabilities for me to find exactly who I am looking for.
• Integrates with other prospecting tools to create a well rounded with the information it can collect.
• Integrates with SFDC- automatically uploads them as leads.
• Integrates with Salesloft for me to easily start the cadence.

Incentivized

• Zoho CRM has so much space to capture lots of information.
• Zoho CRM can be customized for your organization's needs.
• Zoho CRM is great for running reports to help make business decisions.
• We love all the different dashboards we can create.

Incentivized

• Sometimes it tells me I need to log into my LinkedIn profile when I've already logged in. It's weird. It seems to be when the email address is not found. Instead of just saying the email is not found, it tells me I need to log in. Just something I've noticed.
• Sometimes I get this weird thing where I go to compose an email and instead of having it open all the way to the right, it opens all the way to my left. I'm pretty sure Rapportive is what's causing it. It doesn't happen very often but sometimes I see that.

Incentivized

• our team found it very challenging to integrate directly to our wordpress site
• while there may be a way to integrate to the SMS system, we have not discovered how a sales rep would be able to get an sms when customers leave their contact info (not through the app)
• we have one team member who still works with outlook calendar. it was easy to integrate with google calendar, but a second calendar, depending upon the user

Incentivized

Rapportive is simple and great at what it does. Plus I anticipate they'll probably add more features in the future.

Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.

Incentivized

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.

Incentivized

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.

Incentivized

It was harder to learn when there were mostly real estate users in the room. We are sales solely.

Incentivized

Online training is tough, but Zoho and their partners do a good job of explaining things.

Incentivized

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

Incentivized

LinkedIn Sales Navigators provides different services than most other products and has the unique ability to take advantage of LinkedIn's proprietary user data. That also comes with a drawback that the system is dependent on users to update their data in a timely and accurate manner in order to get the correct intel back to users. I'd recommend other products like Seamless.ai or MediaRadar for more accurate and updated contact information, but also to use LinkedIn Sales Navigator for Gmail for better market and company intel, timely pitching opportunities and seamless integration between Gmail and LinkedIn.

Incentivized

Zoho is the only product we have used. Our company is fairly new and before purchasing Zoho a few years ago, client files were only saved and looked at through our company server. Because of how great Zoho has been, we have never considered looking for another product because there really is no need

Incentivized

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

Incentivized

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.

Incentivized

• Really lets me leverage my entire business network
• Empowers me to see the prospect's whole picture (who they know, where they went, what they do) and take advantage of that opening
• We have no other system like it, so it's irreplaceable for us

Incentivized

• ROI is good, providing your entire team is involved with the program and uses it
• During busy season, Zoho keeps the flow going with reminders for quote follow-ups
• Our company saw an estimated 20% gain in closing sales that went through Zoho as compared to quotes not answered through Zoho

Incentivized