LinkedIn Sales Navigator vs. Zoho CRM

Flexible Saved Searches: I love how we can save a very complex search created for future use so that we don't have to repeat it again and again. The cherry on the top is that you can even share this saved search with your other colleagues having the LinkedIn Sales Navigator license. Access to Decision Makers: With a single click, I can filter out decision-makers in any company. This is again a time saver in many ways. Alerts and Reminders: which can be set custom-based covering specific use cases. For example - if prospect A changes companies today, I can get an alert for it on my email (the only drawback being I need to manually save this prospect in a list first).

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

• Lists - Very intuitive, simple, way to create and track prospects for campaign purposes
• InMails - The ability to send direct messages to prospects via InMails can be a differentiator for some reps
• News Feed - Stay up to date on organizations you are targeting to send relevant messages that resonate

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

• LinkedIn Sales Navigator is very powerful, but not super well documented.
• The tool does not allow for the export of list names, which is disappointing for a tool at this price.
• LinkedIn's search is loosey goosey, you'll find that it includes names that just barely fit the criteria.

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

This question is a no-brainer. The tool is the industry standard for anyone tied to sales and marketing. The name "LinkedIn Sales Navigator" is synonymous with streamlining relevant customer and account data in an easy to use format that is actionable and intelligent. The focus on continuous improvement and richer means of communicating with customers and prospects is evident each time new features are rolled out. The social component of the tool even includes a gamification component to ensure that peers remain relevant among each other, which is refreshing and enjoyable for those who engage the tool on a daily basis.

Incentivized

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

It lets you pull people with specific titles in specific areas and with the criteria you choose--job changes, mutual connections based on schools, roles, and companies, etc. It is easy to upload these lists into other software or download and save them to a drive.

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

The tool speaks for itself, but the support is definitely a significant portion of why we use the tool. The company cares about their customer's success and it shows. We do not have to wait for long periods of time for the support team to respond; they do so in a timely manner, and virtually always with relevant insights and solutions.

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

I am unsure of the rollout, as I was not involved. I was an early adopter, and I have had a lot of success with the tool personally at multiple organizations, but I have no idea whether the implementation process encountered any errors. I can personally say that it works, and that I have not encountered significant issues with the tool since adoption, although a few issues like messages showing up as being unread even though they have been opened have been an on-again/off-again issues throughout the past few years. Overall, the company is doing a great job, and our implementation seems to have been effective.

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 has way better data cleanup and relevant contact information. It provides a great insight into how to target personally your prospects, and gives great engagement highlights. ZoomInfo is sometimes outdated, the prospect has moved companies or is no longer employed there-- alot of filtering through the weeds can be hard if you are trying to hit high metrics and make your time valuable

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

• Helped warm up a few leads that I was having trouble getting in touch with via phone and email
• Allowed me to better identify the key stakeholders at companies I was targeting
• Kept me up to date on what was happening with my prospects and their companies.

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