ZOHO CRM FOR B2B AND B2C SOLUTION.
May 21, 2020

ZOHO CRM FOR B2B AND B2C SOLUTION.

Aslam Sayyed | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM is a web-based customer relationship management, a software solution designed to manage sales, marketing, contacts, customer support, and other business solutions. It is a cloud product, and in my organization it acts as a single repository to bring our sales, marketing and customer support activities together, streamline our process, policies, and people in one platform. Its help in data management, connecting with customers and prospects, personalizing marketing efforts, brings teams together. It's a B2B and B2C solution.
  • It helps in data managment.
  • It helps in bringing the team together..
  • It is a B2B and B2C solution for the organization.
  • Required still more of customization to start.
  • They need to fix their support issues.
  • Social module doesn't allow for multiple Twitter, Facebook, etc. It must be enhanced with more features.
  • Contacts and data management are systematic with the help of Zoho Mail.
  • Managing my team has become more easy now.
  • A very good platform for B2B and B2C solution.
Zoho CRM is a powerful solution for data management, team management, and contacts management, and it's user friendly.
Zoho CRM assists with the synchronization of everything that has contact with current and future customers, that includes the sales department, marketing, tech support, and customer services. It helps businesses speed up sales strategies by identifying priorities and tracking sales on to easy-to-read graph.
Zoho CRM helps in data management, bringing the team onto one platform, managing the team. It is a very powerful B2B and B2C solution. In my organization, we use Zoho CRM, but one thing I'd like to mention is that the email review process can still be painfully slow at times, which is tough when you have urgent email to send.

Zoho CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
7
Interaction tracking
7
Channel / partner relationship management
7
Case management
7
Call center management
6
Help desk management
7
Lead management
8
Email marketing
8
Task management
8
Billing and invoicing management
7
Reporting
8
Forecasting
7
Pipeline visualization
8
Customizable reports
8
Custom fields
7
Custom objects
7
Scripting environment
7
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
7
Social data
7
Social engagement
8
Marketing automation
8
Compensation management
7
Mobile access
8