Zoho Customer Experience
Enabling us to keep all customer information and communication history in one place. Automated work clothes and show timely follow ups with leads and customers …
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project…
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This is the technique of using software to automate certain sales-related tasks.
The software acts as a single source for all customer data and enables users to access that data efficiently.
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Users can defines salesperson territories based on customer or market characteristics.
Users can track deals and create quotes.
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Users can create, process and fulfill price quotations and sales transactions.
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
This component of CRM software automates help desk, call center and field service management.
This includes incident/ticket creation, routing, escalation, and resolution.
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
This includes lead generation, scoring, qualification, routing, and nurturing.
This involves the ability to send mass email to groups of people based on particular qualifications.
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
This includes the ability to plan, track, collaborate and report on tasks.
This includes automated invoice creation and billing.
Software provides a broad range of standard and the ability to build custom reports.
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
The software helps users accurately forecast sales based on volume and conversion metrics.
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Users can create reports and dashboards unique to their needs.
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
Users can create custom fields to store additional information on standard and custom objects.
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
This component of CRM software helps companies leverage social media in engaging with customers.
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
The software can facilitate and track engagement with customers via social channels.
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Zoho CRM supports enterprises as they build better customer relationships and improve retention. It empowers a global network of over 250,000 businesses of all sizes in 180 countries to convert more leads, engage with customers, and grow their revenue.
Adding even more value and innovation, the recently announced Canvas feature in the product enables users to create a personalized instance that meets their specific requirements and preferences. This is a recognition that the CRM solution in any enterprise must remain diverse and flexible as the customers it serves.
Zoho CRM clients have seen:
● 26% Improvement in customer retention rates
● 47% Increase in purchase volume with nurtured leads
● 40% Decrease in the cost of customer service
● 47% Increase in customer satisfaction rates
● 23% Decrease in sales and marketing costs
Zoho CRM helps reps reach decision makers who matter, to shorten long enterprise buying cycles and build strong customer relationships that withstand unexpected disruptions.
More information is available at zoho.com/enterprise
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States |
Supported Languages | English (US), English (UK), Hebrew, French, German, Spanish, Italian, Japanese, Korean, Portuguese (Portugal), Portuguese (Brazil), Russian, Swedish, Bulgarian, Chinese (China), Chinese (Taiwan), Danish, Dutch, Polish, Hungarian, Turkish, Vietnamese, Hindi, Croatian, Czech |
Contact Organization: Many users have praised Zoho CRM for its effective organization of contact information, which allows for easy access and management. They appreciate how the platform keeps their contacts in order and simplifies interactions. Customization Options: The customization feature in Zoho CRM is highly valued by users, enabling them to tailor the platform to suit their specific business needs. This flexibility in customization has garnered positive feedback from a significant number of reviewers. Integration Capabilities: Users highlight the seamless integration capabilities of Zoho CRM with other Zoho products, enhancing workflow efficiency and data sharing. This feature has been commended by numerous users for its contribution to improved productivity and collaboration.
Design and Layout Criticism: Users have consistently found the design and layout of Zoho CRM lacking in comparison to other similar tools, with many expressing disappointment in its features. User Management Shortcomings: Reviewers have pointed out shortcomings in user management capabilities, especially regarding roles and profiles implementation, stating that they do not meet their needs satisfactorily. Integration Limitations: Some users have criticized Zoho CRM for inadequate integration capabilities with other solutions for data sharing, limiting the overall utility of the software. Limited Reporting Capabilities: Users have expressed dissatisfaction with the reporting dashboard, stating it is limited compared to competitors like HubSpot. Many reviewers have highlighted a desire for more advanced reporting and analytics features to enhance their data analysis capabilities within the platform.