Zoho CRM vs. Zoho Survey

For customizing a CRM without needing specialist support, Zoho CRM is great. The admin UI is pretty intuitive and easy to use. Zoho CRM also works great for tracking contact records and relationships to other records. For instance, we run 10+ different programs, and we need to track every contact's relationship to any and all of our programs. Besides the program relationship, we also track organization/employer relationships, host site relationships for interns, team relationships for several of our programs, and we are starting to track grant disbursement as well. Zoho CRM's "joiner modules" handle all of these different connection points fairly well, though the data import process can be a pain.

Incentivized

Zoho Survey is everything you need in a survey platform. If you already have the Zoho One suite, it makes a complete replacement for Survey Monkey. I don't think anyone would need this app on a standalone basis, however, mainly because Zoho has a full suite of other apps you should be using on top of Survey.

Incentivized

• Zoho CRM has so much space to capture lots of information.
• Zoho CRM can be customized for your organization's needs.
• Zoho CRM is great for running reports to help make business decisions.
• We love all the different dashboards we can create.

Incentivized

• Zoho Survey comes with a simple UI and the builder offers many different question types. Its strength may be in simpler or more basic surveys, but it is definitely intuitive enough to design a very in-depth survey. Publishing surveys is again a straightforward process and is easy to do.
• The piping and logic features provide a better user experience for survey respondents, and are easy to configure within Zoho Survey. New features are always being added to Survey and the resources pages offer great detailed info on how to use the features of Zoho Survey.
• The integration with other Zoho apps (Zoho CRM, Zoho Analytics, etc.) is a real strength. Zoho has ingeniously created an entire "operating system" for business that integrates all their apps so perfectly. For example, if you send a project survey to a contact you can view their response contextually within the CRM system. So basically, project managers can stay in the CRM and see all Zoho Survey responses from their customers.
• Survey scoring is a great feature as well!

Incentivized

• our team found it very challenging to integrate directly to our wordpress site
• while there may be a way to integrate to the SMS system, we have not discovered how a sales rep would be able to get an sms when customers leave their contact info (not through the app)
• we have one team member who still works with outlook calendar. it was easy to integrate with google calendar, but a second calendar, depending upon the user

Incentivized

• I honestly can't think of anything wrong with it (on our end). It does what it needs, and I've never had any issues retrieving surveys received.

Incentivized

Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.

Incentivized

The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.

Incentivized

Zoho Survey is really easy to use. We've used Doodle and Survey Monkey in the past, and Zoho Social is just as easy, if not easier to use.

Incentivized

We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.

Incentivized

Zoho's support is always quick to respond and troubleshoot any issues

Incentivized

It was harder to learn when there were mostly real estate users in the room. We are sales solely.

Incentivized

Online training is tough, but Zoho and their partners do a good job of explaining things.

Incentivized

When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer

Incentivized

Zoho is the only product we have used. Our company is fairly new and before purchasing Zoho a few years ago, client files were only saved and looked at through our company server. Because of how great Zoho has been, we have never considered looking for another product because there really is no need

Incentivized

We went with Zoho Survey largely because we use other Zoho products. I did try SurveyMonkey and actually found it a little overwhelming in terms of how much customization you could do with it. Once back with Zoho Survey, having used other Zoho products, I was more comfortable with the way it worked (although Zoho's UI does have its quirks to get used to). Recommended for Zoho Users especially.

Incentivized

I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end

Incentivized

In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.

Incentivized

• ROI is good, providing your entire team is involved with the program and uses it
• During busy season, Zoho keeps the flow going with reminders for quote follow-ups
• Our company saw an estimated 20% gain in closing sales that went through Zoho as compared to quotes not answered through Zoho

Incentivized

• The results obtained have been great in relation to the saving of time and money that we have saved.
• It's so simple to use, has allowed everyone in the organization to use it, which is great for the contribution that each partner offers.

Incentivized