Pendo.io is a product engagement platform with features for in-app analytics, surveys and feedback, and guidance.
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Zoho CRM Plus
Score 8.2 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.
Pendo.io is useful in generating great dashboards that present user analytics in the best possible view that could be used for analysis & derive key insights on what could be done if there's a feature that's not being recognized by end users or if there are any pain points where users are struggling more around a workflow which is technically not that difficult. Pendo.io also can be used to create impactful guides where intercatoin of a user with the Guide can be created in less steps & have relevant information about that workflow that the user is completing. Pendo.io's resource center can act as a one stop hub to present any sidewide updates which could be information of Prod releases, New KB Articles, Register to any event, & much more. Segments can be created in as many variation as one can. In fact, Segments are the ruling property or feature that works so handy, which reduces a lot of iterative work.
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.
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.
Preview is problematic if the Pendo.io user doesn't have access to the target environment or application where the guide is going to display
It would be ideal to have a gallery of thumbnail images of previously used guides to select from, either to pull a screen capture or to use as a template. It's cumbersome to go to the guides, find the one you want, click on Preview, etc.
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 have had an excellent experience with Pendo. When we've had questions or concerns, Pendo is very quick to respond and communicate with us. We have experienced top-notch customer support and customer engagement. We have actually modeled some of our implementation and product processes after Pendo's examples.
It is intuitive for core tasks like tracking feature usage, building Guides, and viewing dashboards. The interface is clean and well structured, making it easy for product managers and operational teams to get value quickly without heavy technical support. However, there is a noticeable learning curve when setting up advanced custom events, reports, or integrations, which can take some time and internal knowledge-sharing to master.
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.
Every time I have logged into Pendo, the service has been available for me to use. The page has never been down when I am trying to get info from there.
They've been great anytime that we have needed help with something. They also have some really great help articles. We're able to figure most things out through their articles, but when we've had to call in they've been very helpful and we haven't had any problems. I'd highly recommend working with them.
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.
The training schedule was well thought out and tailored to meet our needs. Chantelle stayed with us through the whole implementation and made sure that we were good to go.
I have just very superficial experience with Google Analytics but I do believe that Pendo.io is a much much better tool in pretty much all aspects of it. It has a ton more features and capabilities and even for the capabilities where there is overlap, Pendo seems to come out ahead easily. There are aspects that Pendo could improve for sure such as what metadata it captures from the users; an example of this is screen resolution which Google Analytics captures but Pendo does not.
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.
Reducing development time with in-app guides and resource center, with product management being able to agilely create guides in real time, this could be as much as 1 full time developer in savings.
Reducing business time scoping "rock fetches" than are proven to be invaluable based on analytics, each time 1 single piece of analtical data saves around ~20 hours across multiple resources.
Increasing user satisfaction with in-app guides and resource center
Increasing usage of key features through targetted messaging, those key features either drive costs ou of our business or add value to customers business.
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,
