Teamspective vs. Zoho CRM Plus

I have also recommended Teamspective many times! I think it's the best choice for a modern organisation who wants to support its people to take responsibility for their learning & development and not just passively wait for managers to do that. Teamspective integrates very well with Slack, so I recommend it to everyone who wants to have the feedback tool as a part of their other tools that are already used daily by the employees.

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.

• Easy of use
• In-depth analytics based not only on direct question to answer, but the broad analytics database in background that links the questions to scientifically studied relations to broader analytics. As an example the importance of feedback and its correlation to motivation and wellbeing
• Ease of implementation
• Constant development of the tool in collaboration with other customers and Teamspective
• Customer support and customer relationship management by the whole Teamspective team from Founders to developers

• 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.

• Performance evaluation feature that would match perfectly with project-based organisation needs (I think all feedback tools should improve in this!)

• 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.

tool has been shown to be exactly what we have wished for and the constant collaboration and development together with Teamspective and other customer community supports that we should and we are continuing the collaboration with them in the future as well

Teamspecitve does not need heavy support organisation and tool it self is very self guiding. We have only 2 main administrators for the tool and the need from these perosons is very minimal. Tool provides easy to use interface and one glance reports from team to company level in one page. Our survey reponse rates in whole company levels are constantly around 85-90%, so it gives good analytics on the current status in multiple areas.

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

Teamspective answers quickly and really puts an effort to fix a problem. There have been several requests for the product to support our use cases that Teamspective has made true.

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

Involve key users from day one as in any implementation project. Describe the need, benefit and use cases for easier implementation. Communicate actively

We did a wide comparison and ended up using Teamspective as we felt that they are offering exactly those features we needed but nothing "extra," meaning we only pay for the things we need. Also, Teamspective seemed simple enough, and on the other hand, we appreciated their strong investments in developing the product based on customer feedback. The biggest differentiator to the average feedback tools is that Teamspective is not manager-led, so employees will become masters of their own development.

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

• Teamspective has helped in building our feedback culture, which is often mentioned by our employees as one of the positive things in the company.
• Teamspective helps our people give professional-level feedback independently, effectively, and respectfully. Feedback skills are important for any professional today.

• 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,