Great product for start-ups to create structure in sales processes
June 11, 2019

Great product for start-ups to create structure in sales processes

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Zoho CRM

Zoho is currently being utilized for tracking the sales across different market segments of TurboHire. We start with the customer tracking at the prospect stage to qualified lead to engaged customer and down the funnel till conversion leads to closure. Zoho has been a good product to track the leads for large enterprises involving multiple stakeholders and have been extremely useful in the mid-sized segments that our products cater to. Zoho has been very effective in converting our spreadsheet approach of Sales to a very structured approach of sales tracking, reminders and communication. The problems that we faced in Excel of logging the entire cycle of sales is being solved very well by Zoho.
  • Effective workflow for sales mapping.
  • Good lead tracking and contacts mechanism in the platform.
  • Meaningful collaboration features to get things done in teams.
  • Customer support has been very sluggish, it could partially be for us given we are a small customer.
  • The multiple pricing tiers make it very difficult to estimate and budget for and many good functionalities, which are basic for our needs, are premium products.
  • Structuring the sales pipeline: 10X improvements
  • Easy tracking and collaboration: 2 times fewer missed opportunities
Zoho CRM is very comprehensive in meeting its customer management needs. The software organizes information about their contacts for better lead generation. The entire program can be very easily customizable. Effective sales funnel and tracking, meaningful collaboration, rigor lead tracking, and the contacts mechanism are some of the features we use often.

Zoho CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
10
Case management
7
Call center management
7
Help desk management
9
Task management
10
Billing and invoicing management
8
Reporting
10
Forecasting
10
Pipeline visualization
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
10
Not Rated