Item: Zoho CRM
Rating: 8
Author: Andrew McClean

Use Cases and Deployment Scope

This software is used for Outreach and Growth teams. We used it to enter new leads, add them to specific marketing campaigns, create tasks and work our pipelines in order to schedule new patients to our health facility. It is used by two departments - Outreach, and managed care growth. The main business problem it addressed was tracking effectiveness of various community marketing events, as well as helping our outreach associates organize pipeline management and optimize call times.

Pros and Cons

The reports and filters are very user friendly and intuitive.
Very trustworthy - never had any issues about data integrity.
Easy to navigate - never had any issues finding what I needed.

Sometimes when using different Wi-Fi's, information did not save
Uses a lot of clicks - sometimes takes too many clicks and opening new windows
We were not able to have it synced up with our scheduling software, Greenway - making it more difficult to transfer information from the two programs we utilize

Return on Investment

Optimizing sales team members time - directly impacting number of sales
Prevents prospects from slipping through the cracks - directly impacting and decrease in lost sales
Allows us to see what events are working well and generating the most - impacting the focus of our marketing tactics

Alternatives Considered

Salesforce Lightning

ZoHo's reporting features are much simpler than Salesforce. Much more intuitive and simple.
Salesforce has much more options - however they are more complicated to use. Salesforce reports pretty much must be setup by administrators. Lay users have not been able to quickly make reports as easily as they could would ZoHo.
Salesforce has a console view that is much easier to utilize.

Other Software Used

Salesforce Lightning, Google Drive, Canopy, Prime Suite EHR

Likelihood to Recommend

Well suited for basic sales and pipeline management. Not appropriate if those leads or prospects need to be transferred into other organizations or companies. Good to use on more individualized sales teams, but not particularly great when it comes to collaborations. Limited tagging and chatting options for collaborative sales.
If you are planning to work a pipeline to generate sales and are not in need of a great deal of communication between employees, this will be great for you.

Zoho CRM - Is it for you?!

Software Version

Overall Satisfaction with Zoho CRM