Mixpanel vs. Zoho CRM Plus

As a worker in the sales area, I see closely how complex it can be to evaluate the commercial funnel and Mixpanel has been an indispensable guide to prioritize above all what customers expect to receive from our company, and thus be able to determine the main service we offer. Without a doubt, Mixpanel has special functions to be the one that guides the route and marks the objectives much more clearly.

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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.

• Mixpanel is a daily use application for everyone in my organization; it helps us have a better flow of information and interaction between work teams.
• The user interface of this platform is simple and has a wide variety of functions and resources to help us work in the most organized way, have better team coordination, and keep efficiency high.
• I love that it is so easy to program our calendar to our liking, so we can prioritize our activities and know what is pending, and the best thing is that I can update the calendar if necessary.
• The chat function is great to improve the interaction between colleagues and share work schedules and any information with third parties.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

• Mixpanel requires an explicit setting of events from your app. This means you need to be very thoughtful in the design of your events because missing one means you aren't collecting any data from it. Inserting it into the process later on then brings challenges in tracking when certain events came online.
• A tool like Mixpanel comes packed with features that sometimes are harder to discover. It's very easy to get sucked into one part of its toolset and not be aware of other tools which may be very useful.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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's not an all encompassing solution like Google Analytics tries to be, but MixPanel offers much easier to use and understandable data insights. That's valuable when juggling many responsibilities as startup life demands, so a renewal would be easily justified.

Relativity easy to use. Once you get the hang of it, very easy to create dashboards for different use cases. I split my dashboards between customers or use cases

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Independently Invited by TrustRadius

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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.

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We have only ever had to use their support once, when we were setting up the account, but their responses were prompt and the solutions were well documented. The people who solved our issues were helpful, even to non-tech people.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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Mixpanel has a great resource about their product, with videos on how to use it and real world examples from other companies on how they integrate Mixpanel into their business processes.

Again, somewhat annoying to be charged based on data points when many other analytics providers have one flat fee. Implementation was good, but I might have tracked a few more detailed points if I had the option.

• There was not really any other competitors for this specific use case that had a chance
• We used Google Analytics for some things but obviously, GA is anonymous data so not useful for product teams with users
• Other solutions out there seemed to be too expensive and this was the most recommended
• Heap seemed to be the best OTHER option but didn't take the time to evaluate

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• We've been able to increase the funnel conversions of one of our new product funnels from a 1% conversion rate to a 5% conversion rate.
• We've been able to increase the CTR on another of our main product pages from ~3% to ~10% (so far)
• We've been able to segment out how users from different traffic sources behave, allowing us to eliminate thousands of dollars of wasteful spending on advertising campaigns that weren't working.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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,