ON24 is an intelligent engagement platform, that enables customers to continuously engage audiences with AI-powered, hyper-personalized webinar, virtual event and content experiences.
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Zoho CRM Plus
Score9.1 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.
I find that ON24 caters for all types of organisations, having it allows for more choice/options. The experience around virtual events if fantastic and the ON24 team is constantly improving the platform. If you want to run a virtual events programme where you want to generate leads and track engagement, then ON24 is the platform for you
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
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.
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.
There was a recent update within the past year where the UX designer or developer thought it would be best to wide all titles from the audience view until they placed their mouse on top of the window. That was the worst mistake, as we have a moderator script where we tell the audience what each of the tool bars are and they can’t grasp what the tool is without putting their mouse there. From an accessibility standpoint point, it’s back to 1999 when there was no laws about accessibility.
Number one above is a major pain point.
ON24 needs to do a better job of introducing features and soliciting feedback from their customers vs making a high impactful change like #1 described above.
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.
ON24 is everything we expected and everything we needed. It's simple to use, extremely customizable, and scales very easily. The integration to our CRM makes ON24 major lead generator for our sales team from our established webinars series. We can automate lead delivery to our sales team as well. If anything, we will look to expand our partnership in the future.
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
97% of our attendees say it is the best trainings they have every attended. But they other 3% have a horrible experience (while watching the event live) interesting fact. On24 uses two different encoders for live vs OnDemand. I have never had issues with the On-Demand experience. My only complaints come during live events
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 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.
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
ON24 is always available when I have a question about a new feature, if I'm having issues during a live webinar, or if I'm having issues with a webinar on the backend. Our client support specialist, Heather Haines, has always been incredibly consistent with getting me the answers I need when I need them.
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
Sometimes (it may be my computer) i cant login to ON24. I create a new PW and then i still cant get in. I clear cache/try new browser etc. and nothing works. I come back in a few hours and its like the problem never existed, its the strangest thing. Outside of that everything works pretty seamless. We've ran into a few bumps with Marketo talking to ON24 and passing reg through but have that figured out now. Not being able to be on a VPN when connecting to webcam on the presenter side does cause issues for our government speakers.
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
ON24 support is really good with the 24/5 support chat line, where someone actually responds within 30 seconds. The customers success team is also really good and our rep is very helpful with all our questions. Whenever we have more technical questions, she will bring on a IT designer or a tech specialist on our calls for additional comments and help.
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.
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
On24 has amazing ON-Demand trainings that you can use at anytime and they walk you through step by step on different topics/ they are always updating and innovating and putting out new trainings. I would highly reccomend the trainings and reading the documents they have created. They also do live webinars on a rolling basis that are filled with so much knowledge and Information
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
We had a few training's, which were broken up, and focused on specific areas of how to use the platform. Mostly though, a lot of it is just dedicating your time to learning and exploring what the possibilities are for enhancing your webinars
From what I've seen, ON24 is built specifically to meet the needs of event marketing (or marketing generally), versus the other platforms which are more about simply providing a mechanism to hold virtual meetings. The integration with sales and marketing systems is really valuable. I don't know about pricing differences, but if the competitors were comparable, I would still select ON24.
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
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 ON24 platform is straightforward to use and train clients on, which is a huge plus. Clients appreciate its features and simplicity. Internally, we receive valuable analytical data from webinar events, enabling the organization to make data-driven decisions. This helps us optimize strategies and drive success for B2B businesses effectively.
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.
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
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,
