Zoho CRM is an important tool that if used on a daily basis will help you bring in more deals.
December 14, 2017
Zoho CRM is an important tool that if used on a daily basis will help you bring in more deals.
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Zoho CRM
Zoho CRM is a great tool for any company that makes and receives daily phone calls with an array of clients/customers. I am in sales in the financial industry and work with sales reps from hundreds of companies spread out throughout the country. I often have multiple deals going on with one rep, and Zoho CRM does a great job of categorizing and separating each phone call into a specific deal. It's easy to use and has helped me stay organized. Without Zoho, I would've lost so many leads just through not remembering to contact or look at previous conversations. Zoho's best quality is its ease of use and ability to categorize each conversation I have down to the dollar amount we are working on.
- Categorize calls with the appropriate sales rep as well as the specific deal being worked on.
- Reminds me of previous conversations and allows me to set reminders to make follow-up calls.
- Helps me categorize my sales reps into groups so I know how to approach each phone call.
- The tabs and overall layout of the home screen could be slightly more pleasant, it's just not that nice to look at.
- Helped organize my calls which makes me make more calls in a day.
- Helps my follow up activity, which is key to my business.
- Able to organize my opportunities, which helps me create a game plan.
My company switched to Salesforce, not because of what Zoho did wrong. But my manager had a direct connection with someone at Salesforce. Zoho CRM was just as impressive if not more so than Salesforce.