Zoho CRM Plus

CRM, Email Marketing, Accounting, Project Management, Web Analytics, ChatBot, Remote Assist, Remote Presentations, Video Conference Calls

We use Zoho CRM Plus for all sales activity, including Project monitoring. There are a number of sub tasks under each project that we monitor against plan and actual, while also monitoring sales process. There are some challenges in tracking multiple integration projects under a single Purchase Order, which could be simplified or streamlined. Also updating of sub-tasks in a project, by individuals should not be considered as a separate user, since they only use one function. Zoho should consider this, since the functionality versus price in these cases is not justified. All said and done Zoho has been outstanding as a product.

It is NOT being used because [I believe] it doesn't work. STOP TESTING YOUR UPDATES ON LIVE CUSTOMERS!!! [In my experience] every rollout had at least has some fairly major bugs, but this one has my whole company at a standstill.

We use Zoho CRM Plus to help automate our sales and marketing efforts in the company. We use Campaigns and SalesIQ for marketing, and almost the entire sales automation capabilities. Our executive management team also uses Zoho CRM to drill into sales efforts for existing and new customers, and our engineering team uses Zoho CRM+ as a basis for managing the quotation process.

Zoho is used by the whole company. We link Zoho CRM Plus to our Shopify websites; we use Zoho Social; we use Zoho campaigns and we keep track of all of the touchpoints with our customers. Our customers are dentists and we have to capture many fields of data about the customers. We have to associate different accounts and create market segments--Zoho allows for all of this customization.

I use Zoho CRM Plus for email marketing and as my database with customized fields that assist in marketing segmentation.

It is very important to have 1 single tool to manage everything:

1. Contact management.
2. Monitoring the sales activities.
3. Tracking on the project progress.
4. Publishing information to the social media.
5. Tracing campaigns & corresponding results.

Really great to avoid additional tools like social media management outside the CRM package... Once you have got everything in place, you will find a bigger bill but more importantly the time consumed.

Also, it is very important for a small business without the minimum number of user requirement.

I chose Zoho because no other system did everything I wanted it to do. I noticed that users could "program" the system to do what they wanted it to do. It's used as our CRM, e-marketing, and chat on our website.

We utilize multiple Zoho Modules (CRM Plus, Desk, Assist, Forms, Projects, Survey, etc.) across the entire organization. Customer success, Sales, and more benefit from the use of Zoho. We transitioned to Desk for our support tickets a couple of years ago. It's nice to access customer information as well as Sales side information all in one application. They leave the pretentious out of their business. Love that!

At Pemco, we have been using Zoho CRM and recently upgraded to CRM Plus in order to take advantage of the additional applications that come as a bundle. The modules that are most frequently used are Zoho Social, Zoho Campaigns, and Sales IQ. I also have had some marginal success with Zoho Survey. Most of our activities work towards lead generation, customer follow-up, sending quotes and tracking sales.

Within just the CRM I mostly use Accounts, Contacts, Leads, Invoices, Reports and Forms. I am a solo user responsible for digital marketing and customer follow-up. CRM Plus allows me to integrate several aspects of marketing into one platform.

Zoho CRM Plus offers several modules of which I primarily use Zoho CRM, Zoho Campaigns and Zoho Analytics. The CRM and Campaigns are used by both my company to promote ourselves with targeted email campaigns, as well as to manage email campaigns for select clients.

Zoho Analytics is used by myself as well as a product that I market to clients (Custom Dashboards). Zoho Anaytics is more than worth the cost of CRM Plus by itself as it's a joy to use and exceptionally intuiative.

We started using Zoho CRM Plus as the solution to keep our data in one place. We have been integrating all the departments (Sales, Customer Service, Operations, and Admin) in order to make sure we have everything in place to ensure the best customer service. We have been able to identify sales opportunities, customers' requirements, and provide a better response time for client's inquiries, and so many other difficulties we didn't know in the past.

We use Zoho CRM Plus for franchise lead management. We get an influx of people inquiring about our franchise, and without this software, it would be impossible to manage. We have Zoho linked to our lead generation site, so we have been able to greatly automate communication.

We are implementing Zoho in a business to manage the sales function and expect to extend this across four other sites in the near future. It is a business selling retirement village and aged care accommodation. Currently, it is used in the sales team and at the executive level as their key CRM/reporting tool as to sales progress in the current village.

Our marketing department runs on zohocrm plus platform. We started with the campaign module and gradually connected the CRM module, salesiq and then the social. In the future we are looking forward to use the other modules within the crm. From managing the customer information from paper, then excel to the managed software is great leap for us.

We use Zoho CRM Plus across about 7 users including 2 telemarketers, 2 outside salespeople and 2 support people. We use it for lead generation. We download a list of new business leads, specifically restaurants in Florida, and email and telemarket to them. We manage both our direct and our reseller sales channels with Zoho and, of course, our sales funnel of both deals we are looking to close and closed deals that need to be installed and activated.

It keeps me organized, allows me to see my Sales Funnel On Demand, and it allows me to market to both recruit new sales agents and new customers and more.

Zoho is being used as our CRM, client input and tracking, and status processing.

We needed a CRM platform that could support our needs as a growing non-profit organization, allowing easy customization, a user-friendly interface, and integration with additional platforms for things like surveys, email management, social media, website analytics, etc. Thanks to the integrated suite of additional products (like surveys, email management, analytics dashboard, etc) we look forward to utilizing ZOHO across the organization for marketing, our Ambassador sales efforts, and a 360-degree view of our customers.

In 2012 I started my own eCommerce consultancy business. In such an industry you need to rely on CRM and marketing automation tools. I tested several apps and services in the next 2-3 years and I landed with Zoho CRM that created a great set of integrations with other Zoho apps and 3rd party software that I used. I noticed that it is the best scalable and most efficient tool for growing companies, especially in small businesses. It is my company's case. I noticed that I mainly use 5-6 Zoho apps that are a part of Zoho One. This was the reason I switched to Zoho CRM Plus. It is the most convenient platform - I have everything that I need in one place - Zoho CRM, Zoho Projects, Zoho Campaigns, Zoho Desk, Analytics and Sales IQ.

Zoho CRM Plus has been used at 3D Infotech and represented a significant upgrade over other CRM options that were available at the time and that we had used. It's easy to update and make modifications to and keeps everyone on track to generate better customer relationships and sales. We use Zoho CRM to keep track of leads, customers, accounts. To manage opportunities and to maintain a comprehensive and consistent product database that allows for efficient quoting.

Zoho is utilized across our entire organization to track our sales, activities, contacts and deals. We currently have 20 active users on the platform and it handles our need for a qualified CRM.

Zoho CRM Plus helps us with a broad number of daily tasks including Sales, Marketing and Service. Its broad array of integrations to phone and accounting systems make many things one-click and done enabling us to work smarter, not harder.

We started using Zoho CRM in our Marketing and Business Development Department. As we expanded to include Social and Analytics, I researched Projects. I found it easy to use and very helpful to organized cross-functional projects.

It's been just over a year that we moved to Zoho CRM and it was one of the best decisions we took. Apart from being cost-efficient, it has been easy to implement and adapt to our daily sales process and see our strengths and weakness very easily. Being an inventory-intensive company the synchronization between various modules has been a charm.

Zoho CRM has been our core system for many years. The initiative interface with all integrated sales & marketing applications included in this suite are marvelous. We don't just use it for that purpose, but advocate it to other businesses so they can also leverage it. Zoho CRM is helping us in closing more business opportunities in less time with relatively minimal efforts. Some of the following advantages we have observed:

• Organised lead generation from its marketing applications (Campaigns, Survey, Social and my favourite SalesIQ).
• Nurturing the leads with business specific life-cycle (our own bespoke sales cycle).
• In-app emails with tight Google Apps' integration.
• Loving dashboards & reports build on BI (Zoho Analytics).