Salesforce Agentforce Education vs. Zoho Projects

I would say it's suited for a higher ED or K through 12 use case. If you're tracking anyone who is a learner, I would say it's still applicable for non-degree learning experiences. So even if you don't have a four year degree granting institution, but if you're not doing education, that's probably where I would say it's not really for you. Right. There's other products, other verticals like nonprofit cloud or financial services cloud you'd want to look at.

Incentivized

My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.

Incentivized

• Great use of integrating across all aspects of enrollment.
• Easy to create tasks for counselors to remember to call prospective students and keep up to date on goals.
• Reporting is fabulous inside of Salesforce.
• All of the Apps in the App Exchange.

Incentivized

• We use it to manage our sales orders as there are lots of moving parts which are necessary to get client orders done properly.
• I use it anytime I have a new idea I want to put into motion. As I can create a list for brainstorming, feedback, specific actions necessary in order to test and or implement the idea.
• Unrelated to business, it's a great way to plan travel in order to make sure you don't forget those important things like passport, flight arrangement, client meeting confirmation, and meeting prep as far as what specific documents or things do you need to bring with you.
• And since everyone is on the go and expected to keep up with work, the mobile/tablet app makes it a breeze to keep up, work on, and create new projects.

Incentivized

• I think the display of the cloud for students can seem a bit intimidating at first.
• I do not know the depth in which some features could offer more, but organization is the most important in displaying the information for the user.
• Other than the visual aspect I think Salesforce does an amazing job! I'd like to see this used more widely.

Incentivized

• There is no ability to add custom fields in the "Bugs" module - for example, if we want to add fields such as Version Number.
• Reporting is not integrated - its a fairly expensive add-on.
• There is no easy way to track actual and completed dates for tasks - so historical variance analysis is not easy.

I've reviewed about 8 other project management solutions and Zoho Projects is the best I've seen without being overly complicated. Zoho Projects keeps getting better! Recent new enhancements makes it even easier to navigate. There are new keyboard shortcuts that cut my time way down. The tools are very easy to use.

It was really so easy to sign up and get going with the whole process

Incentivized

Zoho Project has been very user-friendly. As a small business, we have a diverse group of people with varying skill sets. This platform has been easy for our team to learn, implement, and succeed with. The mobile version is also very handy for our team.

Has not been down to my knowledge.

Speed meets my expectations.

People will respond on time even though Salesforce is such a large organization. This also includes various methods of getting support beyond just calling - they have dedicated reps, chat, chatter, etc that all make the experience more pleasant.

Incentivized

Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks

Incentivized

Salesforce has many more options, functionality, and can provide real time dashboard reports from the homepage. Provides a quicker search functionality and merges all information for other areas of the company into a concise summary. Report functionality is very intuitive and with basic understanding, users can build their own graphs and dashboards to help visual important data.

Incentivized

Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.

Incentivized

• Positive: Our entire company is more aligned because while still complying with FERPA, the right people have access to student records while also having the correct permissions.
• Positive: we can integrate with our partners who also use Salesforce, while still complying with FERPA.
• Negative: we've needed to hire a Salesforce Development team with multiple people to accurately customize the tool to work for us.

Incentivized

• We needed a system to organize our growing business, so anything was better than what we had, which was nothing.
• Recording time spend is a huge reason for using project software. It has made me aware of the tasks that are taking too long and where we are not being profitable as a company.
• It has kept our team accountable for what needs to get completed and when projects are not in motion or completed timely. It's helpful to know in order to get billing out faster.

Incentivized