Twilio vs. Zoho CRM Plus

I found Twilio to be excellent and very easy to use for a programmer in all aspects related to voice, SMS, and other features utilizing their API. I found the node client to be excellent and helpful. We previously used the Apex client for Salesforce before it was discontinued. Although we try not to use Twilio from Apex anymore, using that client was easier than implementing our own.

Incentivized

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 to see my team in one place, when they log in and out and what call status they are in.
• Twilio is a simple, user friendly way to log in and out of work activities.
• Excellent services and support.
• The omnichannel feature which allows agents to get request from all channels.

Incentivized

• 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.

• Segment’s email identifier is case-sensitive, which is ridiculous because emails themselves are not case-sensitive. This means that if I send a capitalized email address in an identify call, it will create a duplicate user rather than matching it with the lowercase email. I think this is a technical oversight that should be corrected.
• I’d like to see more information about the eventual transition of existing Frontline customers to Twilio Flex
• I’d like to see some integrations between Twilio Studio and OpenAI or another open source LLM to provide automated responses, if this hasn’t been done already
• I would like to be able to drag and move the actual lines connecting the steps in Twilio Studio, sometimes mine can get pretty messy
• I think a Bug Report form would be beneficial for developers

Incentivized

• 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.

Unless we can get this handled quickly -- less than 1 week -- we will likely switch to another provider who, in my opinion, we'll have to spend close to $3,000 in development time to build a new integration for texting. Our clients need texting and I feel Twilio has failed us miserably.

Incentivized

Twilio has well documented APIs and examples. There are several tutorials, videos and Q&As regarding their services. So, usability is very good. I must say that advanced knowledge of telephony, API/Programming and error-handling is essential to make good use of Twilio. It's not just plug-and-play unless you are integrated with a system that has all of the programming built for it.

Incentivized

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

Twilio executes what it is designed to do: send SMS messages at scale while providing very good deliverability. I believe that Twilio is very good at what we use for adding SMS messages to our comms strategy. We can see those messages get opened and replied to, which is exactly what we are looking to achieve.

Incentivized

I have not had to communicate with Twilio support in the last 3 years but my past experience with them has been very positive. They replied to my previous requests promptly and kept me well informed to resolve my inquiries. With their documentation that's available, I hardly imagine why anyone would need to contact support since it's all there in a concise and easy to understand format. It would probably take you longer to type out a support ticket than to just open their doc websites.

Incentivized

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

The developer APIs and SDKs are super easy to follow.

Incentivized

We evaluated many fundraising-based text-to-give programs and found the subscriptions prohibitively expensive for our small scale and uncertain first few years of development. While we may be willing to invest that kind of money after discovering how things work, we're happy with Twilio now and have no desire to start over.

Incentivized

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

Being in South Africa, direct local currency support would be nice

Incentivized

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

• It helps drive the adoption of multi-factor authentication by making second-factor authentication quick and easy.
• Decreases the number of times a user spends migrating to a new device from an old one.
• Enables easy access to second-factors of authentication by offering multi-device support, making multi-factor authentication painless.

Incentivized

• 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,