ZOHO, ZOHO It's Off to Work We Go... ;-)
Updated September 30, 2015
ZOHO, ZOHO It's Off to Work We Go... ;-)
Score 9 out of 10
Vetted Review
Software Version
Enterprise
Modules Used
- all
Overall Satisfaction with Zoho CRM
We use ZOHO CRM for our own business sales process as well as being a VAR for Zoho. We use other ZOHO modules across the entire organization - ie Books (accounting) and Creator.
The entire ZOHO suite has proved to be a fantastic resource for our company. And, as a partner, they are extremely valuable because they work hard to help their reseller network which in turn provides growth to the entire ecosystem.
The entire ZOHO suite has proved to be a fantastic resource for our company. And, as a partner, they are extremely valuable because they work hard to help their reseller network which in turn provides growth to the entire ecosystem.
- ZCRM is ideal for tracking leads to conversion in the sales funnel. ZCRM provides seamless conversion from Lead => Contact => Account => Potential, etc.
- ZOHO is far better than any other CRM, particularly SFDC, with 3rd party integration. They are more open with API and development tools.
- ZCRM provides the most value for dollar making the system an affordable for SMBs. The functionality is equally as robust as more expensive competitive CRMs.
- This is an issue with most CRMs, but I wish there was an easy way to 'de-dupe' lead information
- I'm not sure this is a bad thing because 'upgrades' and enhancements to the platform always good. But, Zoho does a lot of them, they are constantly improving the system. The 'bad' thing is the communication from ZOHO to the partner community and the end user is sometimes lagging. Again, LOVE the improvements, just need to tighten up how quickly the info is rolled out to the 'public'
- We realize a 60% increase in 'organic' leads from being a part of the ZOHO preferred partner network. This is outside any outbound marketing efforts. We typically see 10-15 leads per week simple from people visiting the ZOHO site where we are listed.
- Through configuration of quote and contract generation, we are able to increase productivity by 66%.
- Workflow automation has increased response time on leads from days to hours.
Our company is certified as ZOHO and SFDC administrators. We prefer ZOHO because of the ease of use for the end user and the cost / value versus SFDC. The latter has very robust features that may be more suited to the Enterprise level business. But, ZCRM provides equally robust functionality for SMBs and MEs at a fraction of the overall cost. Additionally, the ZOHO platform can be paid for month-to-month versus SDFC which requires an annual contract upfront.