Orderwave vs. Zoho CRM

If you manage orders of physical goods, Orderwave works just fine! They integrate with many e-comm platforms and are generally well-suited to those who sell products on their site, who want to send automated order receipts and confirmation emails, and for accounting purposes to tally up total sales (including taxes, shipping costs, etc.). The fact that they also integrate with our email platform makes it extra useful so I can really hone in on segmentation and order history. That's pretty invaluable to me, as an email marketer. If you don't sell goods, I can't see it being appropriate

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Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.

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• Order management is clearly important when you run an e-commerce platform. As I can only speak from a marketing perspective (not business intelligence or finance), please know I may be limited in what I know/share. It's seriously a ridiculously useful piece of software. Anyhow. Orderwave allows me to pull in order information into Listrak, our ESP (email service provider). With this information, I can segment on SO many levels such as order total, number of orders, date of last (or all) purchase(s), what was purchased, over what period of time X items were purchased.... the options are limitless.
• Because I do a lot of testing with my emails - testing the whole customer experience from receiving an email to completing an order - I need the ability to review order information (name, address, items purchased, S&H info, tax info, etc. etc.). While our admin manages all the customization of that order receipt, I'm able to quickly make any changes necessary in the back end, like if I'm seeing a pricing discrepancy between what is advertised on our site and what the final order purchase was (usually due to the way we set up a bundle product and not an issue with the platform).
• It's really, really easy to see if we have available inventory of select SKUs that we are about to promote. It also gives me an idea if there is an issue with syncing between SAP and Orderwave, or Orderwave and Magento (our e-comm platform).

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• Hooks into our website and can import data from forms.
• Has great automation tools built in.
• Reporting features are great.
• Easy to learn, makes it easy for us to onboard new users onto it.
• Fairly customizable. We have fine tuned it to work the way we need it to.

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• I'm not the biggest fan of their email platform, but it does exactly what it needs to do... I just like drag & drop email builders. In addition, I've found that at times the code editor doesn't expand very large, so I often have to copy & paste into a separate code editor (such as Sublime Text) to edit a few lines of code. While the WYSIWYG editor opens in a new window allowing it to more easily expand, I don't get that with the code editor (at least not in Chrome on Mac).
• Support documentation is still a little difficult to manage, but I have noticed truly significant improvements and am more easily able to find the things I need. Our AM is able to help me when I can't find something, which is a big help. I'm sure in time it will improve more.
• The overall look and feel feels old. Like the email platform, it does exactly what it needs to do and it does it well without issue. But the innards feel like Windows XP in 2018. The walls are sturdy and supportive; it just needs a new coat of paint. :)

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• Need some way to switch a field type without losing the pre-existing data.
• The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
• Frustrating that only 3 custom lookup fields are allowed per module in our license.

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i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.

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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.

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In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.

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I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.

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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.

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I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable

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There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.

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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

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I wasn't involved in the purchasing decision of Orderwave, but I am familiar with IBM Order Management (used in the past) and much prefer Orderwave. It's cleaner and the information I need is more direct an apparent. Despite it's 'old' look, it's far more effective and far easier to use. I need easy. My day is spent between 10+ applications and if something isn't easy to use, I just won't use it. Orderwave lets me do my job well

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Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.

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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

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We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.

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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.

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• It has really helped us with business intelligence and gathering more information on who our customers are, what they have (or haven't) purchased, and how we can more effectively market to them. The BI has also helped our telemarketing side (with the call center) better understand what products are most frequently ordered over the phone vs online.
• Managing stock levels is super easy and allows our marketing team to more effectively merchandise and promote products. Without this, we would just be guessing what we should promote.
• I think one of the biggest ROI pieces has been the customizability of the Order Confirmation email. We have a dynamic tool that our email provider offers that serves up products based on what the customer has ordered, viewed, and abandoned, so we can dynamically populate those products in the Order Confirmation email. Orderwave helped us create a custom variable that we could use with our ESP's dynamic code, and we've seen an increase (~3-4%) in sales from the Confirmation email.

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• because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
• we have found a much higher customer engagement rate and ROI
• we used to "lose" customers in our makeshift process. Now, all customers are being attended to.

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