Saleshandy vs. Zoho CRM

My first time contacting SalesHandy the person in live chat answered all of my questions and understood me. I was very happy. The second time the person didn't understand me at all. That's when I became aware this wasn't an American company. I asked for the same person I got the first time and we started e-mailing, but he clearly didn't read what I wrote on two occasions, so he wasn't addressing my questions. This started to waste my time and frustrate me. Then the e-mails stopped coming and I had to keep e-mailing again trying to get a response, until they finally stopped altogether. I was literally just about to sign up for a paid account when this all happened. I told them I was going to go to their competition, and they didn't care, they just ignored me.

We searched different CRM platforms and noticed that ZOHO was well-priced, but some reviews said it didn't support forms well. IN our case, we already had forms on our wp site, so we did not need to use that aspect. instead, we used an integrator, so I don't have a review on that aspect of the CRM as we're not using that feature. This works for our company, so we are not using the standard automation with zoho forms

Incentivized

• The email drip campaign execution is simple to use and allows emails to be sent in 60-90seconds intervals which is very important when sending a big number of emails.
• They have a very easy to understand customization fields that allow the user to view each individual email before sending to check for any potential errors.
• Good integration of templates into the campaign set-up field with just a few clicks. Don't need to copy and paste.

Incentivized

• POs can be linked directly with receipts & inventory. It is efficient in removing redundancies.
• Flexible platform and delivers an array of embedded applications. It's ERP is easier to understand & cheaper to customize.
• Helps us organize sales activities, track leads, close deals and get accurate forecasts.

Incentivized

• I am missing SalesHandy's integration with Box. Screen sharing and live presentation process can be made easier.

• requires an initial input of information about a potential client - this would be better if it auto-filled with the quote request's information
• can be a bit confusing navigating the stages of a potential sale, but not too bad
• a tab or link to all open sales quotes would be nice

Incentivized

Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.

Incentivized

I assume (I still can't be 100% sure) that if they had cared about my business, it would have worked for what I needed it to do, which was track open e-mails and clicked links.

The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.

Incentivized

Due to me using the software for very long and their terrible customer service, this is why I rated them low. I did notice that when sending e-mails it does take a while for the e-mail to go through, but then the e-mail hits the inbox very quickly. Also, their site and live chat did have problems. I mentioned this to them and they eventually fixed the live chat, but then they ignored the site issues I had which is when I opened two tabs, one tab would show one thing, and the other tab an entirely different thing within my account. It was very confusing and wasted my time trying to figure out if what I had done actually saved.

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

It was harder to learn when there were mostly real estate users in the room. We are sales solely.

Incentivized

Online training is tough, but Zoho and their partners do a good job of explaining things.

Incentivized

When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer

Incentivized

I'm now searching for an alternative to SalesHandy

Zoho is the only product we have used. Our company is fairly new and before purchasing Zoho a few years ago, client files were only saved and looked at through our company server. Because of how great Zoho has been, we have never considered looking for another product because there really is no need

Incentivized

I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end

Incentivized

In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.

Incentivized

• Lead generation increased
• Sales Engagement saves a lot time

• We have bi- weekly meetings based solely on a dashboard created with our highest profitable cases. This keeps those cases on everybody's radar so nothing slips through the cracks.
• Salespeople can easily see what customers can be contacted again for future business
• The Zoho CRM helps us keep track of funds spent in progress, so that we don't overspend.

Incentivized