RocketDocs vs. Zoho CRM

I think PMAPS is well suited for Sales and Marketing team members. Having a database that houses all your approved content is a great way to ensure that your messaging is consistent in all your published materials, and a great repository of information. In the RFP world, time is limited, deadlines always approach faster than you want them to, and you are typically working more than one RFP response or project at a time. Being able to access one system for all your content needs is a huge time-saver

This is very useful and handy software for initial use and sometimes later on. Its low price and rich features make it one of the most suitable software for small and midsize organizations. Customer management and tracking make your daily tasks easier.

Incentivized

• Having used two competing proposal management systems, I can honestly say that PMAPS wins hands down. We have streamlined the management of content so that we are always providing the most current, accurate responses to every RFP question our clients and prospects send to us.
• Adding new content to PMAPS is a breeze! With a minimum of clicks, you can upload new responses directly into the database so that your proposal team members are continually reinventing the same responses.
• With a continually growing proposal team, the ease with which new users can quickly learn how to use PMAPS is a huge plus. I don't have to devote tons of time training new users. It's a very intuitive interface.
• No matter the format of the proposal (Word, Excel, web submission), PMAPS works with me to make responding *almost* enjoyable

• Zoho CRM has so much space to capture lots of information.
• Zoho CRM can be customized for your organization's needs.
• Zoho CRM is great for running reports to help make business decisions.
• We love all the different dashboards we can create.

Incentivized

• Beyond some of the basic functionality of enhancement suggestions, the number one recommendation I can provide to PSI is for them to internalize subject matter experts who know RFPs, the specifics/current state of proposal development, and most importantly partner with their clients to truly understand the need that's out their. Often, we get the sense that the focus during our interactions with the vendor is for purposes to up-sell or advertise enahncements for purchase rather than listening to a clients concerns and/or needs.

• 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.

Incentivized

It does what we need it to do; the price is right; and I like working with the people at PMAPS. They are very friendly and quick to respond to/fix any issues I have.

We are generally very satisfied with the zoho crm. Some extras are just added to improve productivity but overall Zoho CRM is highly recommended over many competitors. You can start with a few clicks to configure your needs. As you become an expert, you will be able to activate and configure the modules and integrations that you require. I know we still have a lot to discover so we're sticking with Zoho CRM, we're not interested in new options at the moment

Incentivized

Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

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

Incentivized

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.

Incentivized

This should have been a project run by IT and implemented by IT but instead was implemented by Sales team and managed by them. Since this was the case our implementation has had many issues. Starting at the company required me to dig in and correct a lot of stuff within the initial set up.

Incentivized

Qvidian - in my opinion had less functionality than PMAPS; no way to track use. RFP Express - more difficult to maintain content; less filtering capability; formatting difficult/inconsistent when inserting into RFP.

We required a full-featured corporate working tool, and Hubspot wasn't the most excellent alternative. We were guaranteed that Zoho CRM may fill up the holes in our earlier framework. Furthermore, Zoho is fantastically cost-effective for indeed the most minor endeavors, giving everything they need. All things considered, Zoho CRM has upgraded our client intelligent and assisted our operations.

Incentivized

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.

Incentivized

• With PMAPS WebPro, I am able to provide better customer service to other departments because I can quickly access our rich database to respond to their questions.
• PMAPS WebPro helps me complete RFPs quickly because I have most of the answers I need at the touch of a button.

• It is very cost-effective. It has all the features we need at a significantly lower cost than the alternatives.
• It is also very customizable; we created our own set of objects, etc., based on our workflows.
• It is easy to integrate into your systems.

Incentivized