Zoho makes working fun!
Updated November 24, 2021
Zoho makes working fun!
Score 9 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Zoho CRM
Zoho CRM is being used by my entire sales team as well as my billing department. The CRM helps us keep track of prospective customers, current leads, and current customer accounts. We also recently started using the system to keep track of our billing and it has been a great help in keeping that streamlined and organized. We also track our current sales, leads converted, and daily calls/emails that need to be addressed. Zoho has also been really great at helping my team prioritize calls based on importance etc. We also started using the Twilio texting option/integration which has been a godsend to help us continue conversations with our prospective customers via text.
- Organization - we had a hard time prior to using Zoho CRM with keeping leads and qualified prospects separated in our old CRM. The fact that Zoho is so well organized, customizable and user-friendly really helps us in keeping the sales rolling in! When you're organized, you're unstoppable with outreach!
- User-Friendly - our old CRM (Salesforce) wasn't as user-friendly as Zoho CRM. I find it incredibly easy to navigate, organize, set up customization, and keeping groups of prospects linked together under one account. I love that we were able to customize filters for reports, activity lists, billing, leads, etc... SO EASY TO USE!
- Customer support is fantastic! Anytime we've come across an issue or something we didn't understand, their support team has gone above and beyond to quickly help us resolve any issues we may have had. Most of these issues were user error.
- Provides many integration possibilities to streamline follow up processes.
- One thing I have found hard to use was when trying to link certain opportunities to existing contacts. We have found the workaround for this but it was sincerely difficult for some time
- I would ask for better coloring on the actual CRM face. The bright whites make it harder for someone like me to see. I have downloaded an add-on that allows me to change the background colors and I do appreciate that Zoho's site allows for this type of change.
- I'd like to see a live chat feature on Zoho for quick help and simple questions.
- One thing I found a bit more difficult to do was integrating my Gmail with Zoho. It was a bit of a difficult process but I was able to finally get it linked.
- The organization which is helping our sales team not miss a beat! We are following up without having to dig for information etc.
- We close more sales when we have a clear activity list and can assess leads etc but using the scoring options
- We are able to get our work done in a user-friendly environment. It helps the day run much smoother.
- Increased customer outreach due to the many integrations Zoho offers
Much easier to use! Much more organized and the customer support is like night and day! Zoho CRM rocks!
Do you think Zoho CRM delivers good value for the price?
Yes
Are you happy with Zoho CRM's feature set?
Yes
Did Zoho CRM live up to sales and marketing promises?
Yes
Did implementation of Zoho CRM go as expected?
Yes
Would you buy Zoho CRM again?
Yes
Zoho CRM Feature Ratings
Using Zoho CRM
10 - Sales, Billing, and Account Management
2 - Our Sales manager has worked directly with Zoho in the past and she's very good at customizing our CRM to fit our needs. She also uses the help of Zoho support to assist in areas she's unable to navigate on her own. The support has been wonderful!
- Sales outreach
- Communication
- Billing
- Text
- Creating a pipeline to show updated sales stats
- Ease of use in outreach for prospective customers
- More account management
- Training team may be able to keep track of trainings better
- Use of calendar and events
- Webinar tracking
Evaluating Zoho CRM and Competitors
Yes - Salesforce - was not nearly as customizable as zoho is
- Price
- Product Features
- Product Usability
The customization of what we needed to fit our company needs was perfect.
I think we made the best decision. I wouldn't change anything to be honest. We found our forever CRM!!!
Zoho CRM Implementation
- Implemented in-house
Change management was a big part of the implementation and was well-handled - It was an easy process to port our information into zoho from salesforce.
- Making sure all information ported over correctly and in the right sections of zoho. Ex: leads vs opps and contacts vs accounts etc.
Zoho CRM Training
Zoho CRM Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Support understands my problem Support cares about my success Quick Initial Response | None |
We did not. We have two super users in our company that are very well versed with zoho CRM.
We had a day where nothing was loading in the CRM and zoho went above and beyond to get this issue resolved for us. I believe within one hour we were back up and running smoothly.
Using Zoho CRM
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Creating activity tasks to follow up with customers
- Tracking and reporting on all aspects of the system - the reporting is incredible!
- Adding new leads
- Merging duplicate leads/opps
- Integrating other systems but only because I'm not tech savvy
Yes - I didn't care for the navigation of the mobile app but it does have all the functionality to search your prospects and follow up via the app. I rarely use this unless I'm traveling.