PerformYard, headquartered in Arlington, VA, providesperformance management software aimed at providing features for HR and a simple employee experience. It offers HR teams tools to build out any performance management strategy so employees get a streamlined experience so they can focus on quality feedback and effective performance discussions.
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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.
Perform Yard is best suited for business managers to monitor the performance of their employees, set and review goals as well as implement performance improvement plans. It’s not so ideal for small groups. The precise questions asked of the employees makes it perfect for the responses to paint the overall picture of the progress and production of the employee, and helps supervisors really gauge the output from their employees. Overall, it is a great tool to utilize for monitoring employees progress, as well as evaluate the employee at your end to assist with setting goals for the new year.
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.
Customer Service! The service support is unmatched compared to other vendors! Our rep is nothing short of amazing with her timeliness, helpfulness, and ability to navigate the issues we encounter!
Streamlining automated reviews - Effortlessly send out a whole years reviews in one sitting!
Auto updating from our HRIS system - Automated SFTP integration with our HRIS system to auto update employee fields and keep the system up to date with less manual process!
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.
Don't really need to have multiple team member selection options in the dashboard. Would be more efficient to drill down from the team member selected rather than have to scroll through the list amongst all other team members data files.
Would be nice if contributors could also opine as to the perceived level of performance for the person they are commenting on, i.e., unsat, sat, excellent.
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 has been excellent among the employees. It is a great way to keep up with the tasks and goals throughout the year. Manager/employee communication can increase with this program. It is very easy to use and understand. Navigation can be a bit tricky but the overall ease of going through it is splendid.
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
Everything is very easy to understand except more training is needed on how to use the reporting feature. You are assigned an account manager who walks you through every step of the process when you sign on to use PerformYard.
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
The support from PerformYard is unmatched when compared to other systems I have worked with. Not to say that the support personnel always have an immediate answer, but they are so committed to solution and timeliness that it is not long before we are able to work through any issues. Emails are quickly returned for ease of access, and they never fail to offer to hop on a call and visually walk through something if that may help the issue!
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
Training for PerformYard was fantastic and very easy to understand! I highly recommend this product to any company. It is super helpful for communicating with staff, for keeping track of your goals, tasks and reviews for the current (or past) year. Definitely get online training for implementation. You won't regret it!
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
Our Human Resources department handled the implementation of PerformYard and they did a fantastic job. A tutorial was sent out via email to all employees with a requirement of viewing it. In additionto that, a ZOOM session was scheduled so that any questions or concerns could be answered after viewing the tutorial.
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
Well i cant really describe how PerformYard stacks up against them because there is no comparison here. PerformYard as blown these of the water no doubt about it. with everything from customer service to ease of use of the platforms. hands down PerformYard is the goto service for our company.
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
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
It has encouraged me to actually complete goals rather than "almost" complete them because I want to be able to check off the box.
Sometimes it's difficult to track goals without clear metrics, however, this might be a positive thing because it encourages the user to create metric-based goals.
One positive impact is the impact this program has on extrinsically motivated employees.
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,
