Zoho Campaigns is an email marketing and social networking campaigning tool for smaller companies that helps create, send, and track effective email campaigns. It features list management and segmentation, A/B Testing, tracking and reporting, automation, and mobile campaign management.
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Zoho CRM Plus
Score 8.2 out of 10
N/A
Zoho Corporation offers Zoho CRM Plus, a customer experience management platform that features a virtual AI assistant, process automation and business rules engine, and customer behavior analytics.
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.
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.
Zoho should start by throwing this tool in the trash and then recreate it from scratch. There are so many flaws I would be here all year trying to list them all. Start by the fact that creating templates is an absolute nightmare. You'll find over and over again that something that should be easily executed can't be done. It is NOT a plug and play program. Everything is trial and error.
The reporting SUCKS bad. It gives you basics, but if you want any real insights... I have to export all my data into my own spreadsheets to compare results from multiple campaigns.
Customer service is B.A.D. You'll spend HOURS upon HOURS with a tech support team that knows less than you. The only time anything gets accomplished is when you work with a programmer. BUT, you'll seriously waste 1-2 hours explaining a problem to someone who is only taking notes. You'll get so frustrated when they try to show you how they think it works and you respond with... "I know how this works because I have used it for a year - the problem is that it stopped working the way it always did before. They will argue with you. You will respond accordingly. They will close tickets without resolution. Speaking of tickets, you'll never get one. They say they will take care of it and a week later you will follow-up and no one will have any idea what is going on. You'll start from scratch and be even more frustrated. You will learn to "fix" it on your own or deal with it, broken.
After two years, I'm still not sure if my emails even make it to an inbox. When asked, you'll be told that you need to write better subject lines. I call bull****. Don't rely on this product to deliver your email. And don't question Zoho, as it will always be your fault.
You can't use this tool to send to ANY group email addresses. You can't even override the system. I have a lot of clients that use info@xxx.com or sales@xxx.com, etc. and I have to send them personal emails since this will not allow them to be sent. They say it is to protect them from getting blacklisted. I call bull**** again.
The templates offered by the system are crap - unless you only send holiday emails. Not a large selection of just generic templates. You'll be pulling your hair out trying to use their builder to create your own. In the end, you'll end up sending emails with nothing "pretty" about them.
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.
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.
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.
Zoho Campaigns is not for beginners to email marketing, but it’s an excellent choice for those who want to send out a lot of emails with few restrictions and great reporting. It’s a no-brainer if you’re already a Zoho user, as Campaigns is included in Zoho One subscriptions and integrates nicely with other Zoho apps.
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
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.
It allows us to communicate with all our customers or lists together or individually, and to track how successful our campaigns are.
Customer Service is a target area of why we use Zoho Campaigns, and it meets our needs greatly.
To date we have not really measured the ROI or impact that Zoho Campaigns has on our marketing efforts but with this product it certainly has the means to do such.
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,
