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My marketing leads and potentials are safe with Zoho CRM.
December 30, 2019

My marketing leads and potentials are safe with Zoho CRM.

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM mostly to create Potentials/Opportunities. I used to work on the marketing team and used to use it daily. Now I use it on a weekly basis because of my current role. In Marketing, it is integrated with HubSpot. As soon as a lead is pre-qualified on HubSpot, within minutes the lead arrives in Zoho. We then use Zoho to create a potential, which is then consulted by other teams while working on the project. The potential making process is quite easy and straight to the point. The fact that you can add custom data fields that are required to fill in while making new potentials makes data analysis easy.
  • I adore the reports feature. I set up a report which contained the new potentials that were created within that week. It would periodically go to all the stakeholders in the organization.
  • The Dashboard feature is quite amazing. I use it to do various kinds of data analysis. I have created a dashboard where I am able to see the number of potentials that are created from each marketing channel-SEO, AdWords, etc.
  • I really wish they change the interface of the platform. The interface is quite lifeless and it can sometimes become very unmotivating to work on it.
  • Sometimes, the integration with HubSpot doesn't work efficiently. It can take hours before a pre-qualified HubSpot lead appears on Zoho.
  • The negative about Zoho is that we have to do back and forth with HubSpot. If Zoho had a good CRM that could be used for pre-sales, it would be lovely.
  • Data is beautifully captured and displayed in Zoho. Although the platform is not that aesthetically pleasing, it is still quite user-friendly and intuitive.
We researched the market a lot and heard that HubSpot and Zoho's integration worked really well. As we had our minds set on getting HubSpot (as we really liked its feature set), we had no choice but to go ahead with Zoho CRM. We have never rued our decision of going ahead with Zoho as it does help us make better decisions.
Zoho really becomes useful when we use it to analyze how the marketing department is doing as a whole. We also use it to calculate the ROI of various marking channels. We use data like the number of pre-qualified leads, potentials and closed deals. Downloading the data out of Zoho to do offline analysis is quite easy. We compare the amount that was spent on marketing and closed deals to draw conclusions.

Zoho CRM Feature Ratings

7.9
Customer data management / contact management
7
Workflow management
8
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
7
Quote & order management
9
Interaction tracking
8
Channel / partner relationship management
7
8.7
Case management
9
Call center management
8
Help desk management
9
8.5
Lead management
8
Email marketing
9
7.7
Task management
8
Billing and invoicing management
8
Reporting
7
8.3
Forecasting
8
Pipeline visualization
9
Customizable reports
8
7.8
Custom fields
9
Custom objects
7
Scripting environment
8
API for custom integration
7
7.5
Role-based user permissions
8
Single sign-on capability
7
7.5
Social data
8
Social engagement
7
8.0
Marketing automation
8
Compensation management
8
7.0
Mobile access
7