Founded in 1997 with a vision to create the first truly open content management system, Magnolia is presented as a fast way to launch digital experiences. With a mission to help clients move fast and stay flexible and boasting users among brands like Atlassian and The New York Times, Magnolia DXP supports industries ranging from automotive to telecommunications, offering enterprise features and headless agility to help them stay ahead. From humble beginnings in Basel, Magnolia's…
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Zoho CRM Plus
Score 8.1 out of 10
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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.
Magnolia is a very capable DXP, that provides client with lots of flexibility in composing its own stack. While the core of the platform is a content management system, the open architecture of Magnolia DXP allows it to connect to any platform, allowing client to extend the capabilities. One scenario would be a centralized content hub - where through a single platform, content authors can choose which channel to distribute what content. For example, long form content for consumers viewing on a laptop, short form content for those using a mobile browser. This allow the client to personalized the experience based on channels. Another scenarios would be leveraging on GenAI - using Magnolia's built-in connector to ChatGPT. If that is not the service that one desire, you can always connect to another AI service such as Google Gemini. With GenAI, connected, content author can use AI as co-pilot to help them scale up their content production.
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.
Speed of development - time to delivery from zero to MVP was excellent
Ease of use - the authoring experience is very easy to build and train
PAAS/SAAS - the managed service platform removed the traditional overhead of running in-house technologies, meaning we could focus on value add, with less time spent keeping the lights on.
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.
The documentation provides samples that are often out of context, and difficult to know where the provided example code should be implemented. More tutorials providing the full project or step-by-step instructions on how to implement subject material would help greatly. Baeldung is a resource I would consider the gold standard in how this is done in other spaces.
The use of JCR and Nodes makes object serialization/deserialization painful. Jackson compatibility or similar would be a welcome enhancement to the developer experience. Maybe leveraging code-gen from light modules to build model classes when possible could help accomplish this.
Modifying the home layout from light modules is frustrating. It seems that any configuration overrides made merge with the default rather than overwriting, which makes for a difficult combination of guess-and-check while referencing the documentation to see what should be in each row/column when making changes.
Including "mark all as read" or "delete all" in the notifications app would be a great quality of life improvement. It seems that by default, users have to individually select messages and operate them.
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.
We've shown it to a number of users both clients and our own team and despite initial apprehensions, they "get it" very quickly. It's intuitive and friendly and quick to perform daily tasks. We once had a client tell us "Using Magnolia makes me smile" which says it all for us.
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 gave [it] 7/10 only because of the loading time of pages. Otherwise, I think it deserves an 8. Normally this is not an issue per [se] but considering the rating matrix and as I have been asked to honestly write about it. Yes, the page loading times could be improved.
You always get an answer based on your SLA. But you always get a solution. That's the successfactor in this case. To often i was frustrated about people in a company without even a clue what there product is about or how to solve a problem. Magnolia's Support Team does a very good job and try to help you in most of the cases
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've used several CMSs like AEM and EpiServer, and comparatively, they all excel at different things. Magnolia is the best to develop for/against. Episerver has the best/most fluid UI in terms of content editing, and the overall admin experience AEM is just all around sucks.
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.
Magnolia has brought about positive impacts. For instance, we need not outsource web design and marketing services because thanks to this software, we can handle most work inhouse
The software is affordable with no compromises on capabilities and therefore it is gives us value for money.
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,
