ShipStation vs. Zoho CRM Plus

I do - and have - recommended them to other businesses. If they had taken care of the USPS pickup option and started supporting Rollo printers again I would have given them a 10. But a year with no resolution is unacceptable. Everything else about them is excellent. When I do have issues I'm usually able to contact someone via live chat and get it resolved. They are glitchy on occasion, but what piece of modern technology isn't.

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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.

• Integration: It works so well I forget that it is a 3rd party solution sometimes.
• Automation: You can set nested rules based on order details, really cutting down on the little things that slow down your fulfillment process.
• Management: We almost never log into the admin side of BigCommerce thanks to ShipStation. ShipStation handles all of our day-to-day needs.

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• 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.

• For years users have requested UPS End of Day Report for Driver to Scan. Shipstation Refuses to offer this and it means that Claims with the carrier are next to impossible to process as there is no PROOF the carrier received your package.
• Customer Service is Seriously Lacking within the last 6-12 months. Repeated outages, problems, and their front-tier support has no insight as to how long the system will be down. Poor Response times for even the most basic of issues such as error logs so our cart can troubleshoot from their end.
• The Status Page is inaccurate. 5 of the last 6 times when we had major issues their status page shows as 100%. Not a reliable gauge of up-time.

• 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.

Its a very quick platform and being web based it does not require install for say viewing order's shipping status. For the shipping itself, there is a app that grabs data in near real time. Its an easy install and I have had next to no issues with the shipping aspect of the app.

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Independently Invited by TrustRadius

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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.

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I have quarterly calls with my account rep to discuss metrics and performance to ensure we are remaining consistent without fulfillment and transit times. He is super friendly and knowledgable. Whenever I have questions, if he can't answer them himself, he gets me in contact with the appropriate person almost immediately.

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Independently Invited by TrustRadius

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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.

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ShipStation is mainly used for automating and streamlining our shipping process. It doesn't track inventory or deal with fulfillment. ShipBob, on the other hand, is a fulfillment and shipping provider. (in addition to automation) Because our e-commerce business is still small and we're operating from our brick-n-mortar store, we don't have a need for ShipBob at the moment.

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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

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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

Invited by TrustRadius (TR) on Vendor's Behalf

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• It saves a lot of time being able to import the customer data.
• It saves us money by finding us the best rate (e.g. when we offer free shipping on orders).
• It can save data such as your most common box sizes.

Incentivized

Independently Invited by TrustRadius

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• 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,