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First time CRM user
October 02, 2015

First time CRM user

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Other

Modules Used

  • Mass Email
  • Marketing Campaigns
  • Dashboard
  • Pipeline
  • CRM management

Overall Satisfaction with Zoho CRM

It's being used to manage leads and prospective persons/businesses to partner with as my company hopes to grow and expand our network and achieve more users/clients for our software platform. It helps save time by sending out mass emails, and keeping track of the phases of development we are in relationships with our leads.
  • Streamlining the process of lead generation from outreach to follow-up to forming partnerships and everything in between.
  • The dashboards and pipeline reports are great for a quick snapshot of where your company stands/what is your company's progress for various desired reports.
  • The customization and formatting of mass emails and being able to save specific templates allows for personalized outreach, without the fear of odd formatting glitches.
  • The difficulty in customizing roles for the basic edition...it was hard to control the access levels of certain information to various roles.
  • There were often glitches when looking for, adding, or updating leads...sometimes they would be entered into the system more than once and there was no way to double-check it without extensive research.
  • The fact that you could only see a certain number of leads per page
  • Faster lead conversion
  • Better maintaining of relationships
  • Increased outreach efforts and ability to track workflow
  • N/A
N/A
It is great for basic-level customer relationship management. I have never used another CRM software system before, but this was good for the basic functionalities of reaching out and maintaining relationships with many clients or possible clients at once. There were some glitches that could be overlooked because they were so minor that were just annoying, but they did not interfere with the use of the program/software system. I like the fact that it is an online platform, so it can be accessed remotely from anywhere with internet access...great for sales teams!

Zoho CRM Feature Ratings

6.6
Customer data management / contact management
9
Workflow management
9
Territory management
3
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
6
Quote & order management
6
Interaction tracking
7
Channel / partner relationship management
5
4.7
Case management
4
Call center management
4
Help desk management
6
9.5
Lead management
9
Email marketing
10
8.0
Task management
8
Billing and invoicing management
7
Reporting
9
9.7
Forecasting
9
Pipeline visualization
10
Customizable reports
10
8.5
Custom fields
10
Custom objects
8
Scripting environment
7
API for custom integration
9
9.5
Role-based user permissions
9
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
8.5
Marketing automation
9
Compensation management
8
9.0
Mobile access
9