Mouseflow vs. Zoho CRM Plus

Mouseflow is a great when you're working in a busy product development or conversion optimisation environment, and want to understand exactly how customers are interacting with your site or app so you can respond. It's a capable tool that offers some great insight at a fraction of the cost of competitors like SessionCam or ClickTale. It has occasional problems in captures that its competitors suffer from less often, but if you're looking for a general understanding of usage then this is a great tool. It doesn't have built-in integrations with all A/B testing tools, but it does have a built-in Google Tag Manager tag so its very easy to set up without assistance. If you've got the budget to select reliability over cost, then you may choose to opt for a more mature, enterprise offering. But if your budget is limited, or you're just looking to prove the value of session recording as a concept, then Mouseflow will more than do the job.

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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.

• Mouseflow does a great job creating wonderful Heat Maps. These allow you to really see how people are interacting with a page. Great data if you want to create better flow in your pages.
• The User Session Recordings are also especially useful and when used in conjunction with the heat maps you can really get a feel and a look at how a page is working. This lets you see where people get stuck, elements that might be distracting, etc.
• In the area of the heat maps Mouseflow can handle A/B testing which I think is priceless.
• Another advantage to Mouseflow is that unlike many of these types of tools Mouseflow integrates with most Web platforms, well beyond WordPress.

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Independently Invited by TrustRadius

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• 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.

• Free version could have more features.
• Should be optimized for a better view on mobile devices.
• Although it provides a complete list of data, it is not able to capture certain sessions.

• 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.

Mouseflow is pretty easy to use. You need to be a core technical person to implement it on your site. Mouseflow provided us a tracking code that need to be installed on the website, and if do not have the knowledge of how to work on the backend of the website, you will not be able to install it. Here you will need the help of a technical person who has a good knowledge of your website platform to install the code on the website. There are also videos available giving insight on how to use the Mouseflow platform. I personally haven't faced any problem while using Mouseflow. Just login to this tool and a dashboard will open in front of you.

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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This is an area where Mouseflow is quite strong. Not only is the support good but they also have some very good training on the use of the product. There is a nicely laid out section of videos that not only cover the use of the tools functions but also how to use the data that Mouseflow produces. They are doing well in the support area.

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Independently Invited by TrustRadius

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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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Mouseflow is a supplement to Google Analytics and improves on some Analytics functions. Mouseflow adds qualitative data to the quantitative data that Analytics provides to help marketers better understand their website visitors

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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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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

• MouseFlow makes a positive impact on our future marketing decisions. We recently had a change in formula for a product and added a variety of ways for people to read about the changes via our website. Mouseflow allowed us to see which method was effective in communicating our message. We were able to replicate the style on other digital platforms.
• Mouseflow allows us to save time we would normally spend in developing a website. For example, before building a new website I will spend a couple of weeks analyzing user data via mouseflow. I can clearly see what features are not currently working and where we are loosing people in the current process. This cuts down website revisions by about 10%

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Independently Invited by TrustRadius

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• 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,