QuestionPro vs. Zoho CRM Plus

QuestionPro is great for forced-choice and Likert-scale data, and it easily turns raw data into readable statistics. The simple interface lacks attractiveness but is easy to learn and use, even for members outside the digital age. QuestionPro is less effective for qualitative data and short answer responses in large quantities. Reporting and analytic features leave this information in the bulky design, clogging the report and preventing cohesive presentation of the data.

Incentivized

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.

• Before choosing QuestionPro, we evaluated it and Qualtrics, SurveyGizmo, and SurveyMonkey. A committee tested each of 141 key features on all four products. QuestionPro did well in the comparison and we have ended up using even more features that we tested. The summary of that work can be found here: https://oit.utk.edu/research/documentation/qualtrics-to-questionpro/.
• The way it handles anonymous surveys is particularly good. With most products, you have to remember to check the "anonymous" box to prevent it from saving email addresses or other identifiable data. But if you forget to do so, you can't tell by taking the survey. Question pro uses "Respondent Anonymity Assurance" that must be turned on by the company (a quick request from the chat window will suffice) and then it can never be turned off. This activates a link that appears on the bottom left-hand of each survey page. Clicking it takes the survey participant to a company page which assures them that the anonymous feature is indeed turned on.
• It has a very nice combination of great power and ease of use.
• The support we have received from the company has been excellent. Our team has worked with around 30 research software vendors for over 35 years and this company stands out as being extremely responsive to our needs. We told them we needed a migration tool to help us move from Qualtrics to QuestionPro and they created one in just a few weeks. They've added or improved a number of other features for us, at no charge.

• 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.

• The current user interface for designing and editing questions is truly awful. A big step backwards from earlier user interfaces which were great.
• Customer support is not very helpful.
• Results of survey are not exported in a way that is easy to translate into R data frame.

• 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's a fine product, but it's also a very competitive field, so it wouldn't take much to knock QuestionPro from top tier status. I would like to see more functionality in all programs, so whichever program does that first is likely to get my money in the next round of budgeting.

QuestionPro is very easy to use. There are lots of question types and drag and drop functionality. There are lots of ways that make the platform easy to use

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.

Incentivized

They offer email, chat, and phone support. I have used the chat support several times. Response time was fast, but the rep did not always have the answer. Inquiries are answered quickly and thoroughly.

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.

Incentivized

Try every feature and test take your surveys multiple times, running through different scenarios.

First of all, QuestionPro has powerful futures when we compare it with others. I am not sure but somehow interface of the product is always important for some more than its functionality. QuestionPro has many features, functionality and has a great interface. It is easy to use and a software that is easy to understand.

Incentivized

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

Incentivized

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.

Incentivized

• QuestionPro is being used to automate surveys that were previously done by hand. We would not have been able to do this without the anonymous tracking feature. It has cut turnaround of reports by more than half.
• This is of course more efficient, but this could be expected of any software that automates a survey for you.

• 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,