Great product for prospect monitoring and improving sales results
August 08, 2018

Great product for prospect monitoring and improving sales results

Tolga Özgentürk | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho is being used to monitor incoming traffic into our website. It allows us to monitor the actions of the site visitors and engage to them based on their needs. Live monitoring of prospect engagement results into increased sales oppurtunities and therefore we're pleased as a company to be using such a vital tool. Prior to using Zoho Sales IQ we had no control over our visitors until they decided to make a purchasing decision.

Pros

  • Accurate tracking of customer interaction
  • Great feedback on customer involvement and ability to engage
  • Successful chat feature that is highly appreciated by customers

Cons

  • Outdated interface. Chat bubble seems like an offline support feature
  • Distracting notification settings. Too noisy
  • Web-model panel for customer monitoring is poorly designed
  • Improved customer interaction metrics
  • Increasing returns in revenue
  • Higher level of customer satisfaction feedbacks
Zoho Sales IQ is a great tool to have for a SaaS product. Improved our customer engagement levels and feedback results. I'd highly recommend it to colleagues in the same industries. It allowed us to improve our sales metrics significantly. We now have a sales team dedicated to monitor Sales IQ and we're highly satisfied.

Zoho CRM Feature Ratings

9.0
Customer data management / contact management
9
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
9.0
Case management
9
Call center management
9
Help desk management
9
9.0
Lead management
9
Email marketing
9
6.3
Task management
8
Billing and invoicing management
7
Reporting
4
6.3
Forecasting
7
Pipeline visualization
7
Customizable reports
5
8.0
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
8.0
Social data
8
Social engagement
8
8.5
Marketing automation
9
Compensation management
8
Not Rated
Mobile access
Not Rated

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