Prezi’s advantage over static slides is that its interactive, zoomable canvas shows the relationship between the big picture and the fine details. The vendor’s value proposition is that this puts ideas in context, and makes them more likely to resonate, motivate, and be remembered.
$3
per month
Zoho CRM Plus
Score9.1 out of 10
N/A
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.
When you have to present complex hierarchical structures, and if your audience would require navigation in and out of the hierarchy, then Prezi is a good candidate for you. But be prepared, Prezi is not as intuitive as a standard presentation tool, and it may take some time to get used to.
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.
Linux support is non-existent. With Android/Chrome OS being based on the linux kernel but also with lots of tech-savvy and influencers using non-Windows and non iOS platforms, I feel a pariah.
As far as I know for Android phones and tablets you can only present but not edit prezis in its native app. Again an Android users, it is a sub-par experience the app in general is lacking functionality.
Using the browser version (because I have no other alternative) uploading multiple images is very buggy
Having a version history would be great when you are editing a large presentation over several days
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.
Learning to use Prezi and create new presentations is very simple and easy to do. It does not require new skills or a long training process, since in general the use is quite intuitive (and if you have any questions there are many videos on how to use it). Its operation in both the browser version and the app is very good and fluid, managing to perform all the tasks you want properly.
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
It is a modern and easy-to-use tool (after a while) that allows you to make dynamic and trained presentations without the need to be an expert user. It has allowed me to improve the attention and motivational processes of my students. In addition, it has many [community users] who make videos and teach the many uses that you can use Prezi. And because, despite the restrictions of the free version, everyone can access and make use of Prezi and thus improve their boring ppt and inject some vitality into 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.
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
Other solutions for presentations all fall on the typical slideshow paradigm. So far, only Prezi walked away from this path. Its expanding canvas and freeform path are refreshing in this scenario. In this sense, Prezi is unique in its style of presentation, which makes difficult to establish comparisons based on costs. The still ongoing migration to Prezi Next has been a bit troubled, according to some old users, but it seems the company is working to give Prezi Next the same flexibility that Prezi Classic. And Prezi already has a huge user base that do not want to go back working with the limits of slides.
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
Prezi provided us with a unique selling factor when it came to pitching our services to new prospects.
While creating a presentation from scratch might be time-consuming, Prezi allows you to easily reuse and utilize old designs to create new presentations with a different vibe and content.
An easy way to impress upper management and stakeholders, especially when presenting to the management of our clients.
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,
