Zoho CRM Plus vs. Zoho Social

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 Social excels at multi-channel social media management with intuitive scheduling and analytics. The platform integrates seamlessly with CRM, enabling personalized customer engagement. Best suited for small-to-medium businesses managing multiple social accounts. However, advanced AI-driven insights and competitor analysis features could be enhanced. The reporting dashboard is comprehensive but could use more customization options for enterprise teams.

• 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.

• Professional precision needed to align our content strategy with specific target groups.
• The process of ensuring content is consumed by the right audience at the right time is key to our growth.
• Platform is a vital tool for scaling our mission.

• 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 wanted to use the ability to have Zoho queue the posts, but I wanted to choose the start time of the first post for a few days in the future and I did not find an easy way to set that.
• I wish there were a box with a cheat sheet of the sizes that each social media platform allows for it's video and pictures in the dialogue box for posting so I can be sure to choose appropriate content.
• I do think it's a bit expensive, especially for my needs, but I like the ease of use. I will continue to do what I can to get this service discounted until I can no longer afford it.

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Zoho Social is the BEST! I have found the perfect solution to social media marketing! It is extremely affordable and I highly recommend it! Create a post once and post it to 5 or more social media platforms! LOVE IT!! :)

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

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It logs you in directly to the screen you need to use, and our use reason of this software is to share posts on our social media accounts at one place. It also warns you about platform specific issues as you prepare your post. Its integration interfaces are great, easy to use, and have clear and helpful instructions.

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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I rate the customer support as outstanding. The assistance provided by the support team has been consistently prompt, knowledgeable, and attentive to our needs. Whenever we've encountered issues or had questions, they have swiftly addressed them, guiding us through solutions and ensuring a smooth experience. Their dedication to resolving concerns reflects their commitment to customer satisfaction, and I am thoroughly impressed with the level of support we have received.

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

Zoho Social is a great social media management tool that allows businesses, and individuals, to manage multiple social media accounts, schedule posts, track analytics, and engage with followers. It competes well with other social media management tools such as Hootsuite, Buffer, Sprout Social, Agora Pulse, and Hubspot. Zoho Social stands out for its integration capabilities with other Zoho applications and affordability for small to medium-sized businesses. Each tool has its own strengths and weaknesses, and businesses should evaluate them based on their specific needs and goals. The biggest fallacy for Zoho is its restriction on scheduling tools on the free plan who have social and personal needs. I believe this can be circumvented by Zoho periodically making an advertisement to one's feed.

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

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• 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,

• Zoho Social allows me to "see" my messaging planning weeks into the future. I can create themes for a week or month and easily see how it performs.
• Having all my social accounts in one place saves me time.
• It is too early for any ROI from Zoho but the amount of content I am putting out has increased by at least 400%.