Zoho may not be perfect, but it gets the job done
Updated September 24, 2021
Zoho may not be perfect, but it gets the job done
Score 5 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Zoho CRM
We have access to the entire Zoho Suite of products, but as of now, are only using [Zoho] CRM, vault, and chat functions. We've used it for years, and have recently begun to dial in the process to accurately track deals for financial forecasting. It's where all of our sales activity is tracked on a day to day basis.
- Ease of use for adding tasks to keep reps on track and following up
- Integration with Ring Central to call and track right through Zoho
- Customization opportunities
- The navigation is a little clunky
- Customization can be a detriment since undoing previous iterations while maintaining the data can be challenging
- You need a clear SOP on where to work out of (contacts, deals, accounts) since the notes don't necessarily transfer
- Love it or leave it, a CRM is integral to sales operations. Zoho may not be the best, but it gets the job done.
- When reps have consistently used it, sales and conversions have increased.
- Great to have visibility across the organization and multiple tools without paying a fortune like some other CRMs
Do you think Zoho CRM delivers good value for the price?
Yes
Are you happy with Zoho CRM's feature set?
Yes
Did Zoho CRM live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Zoho CRM go as expected?
No
Would you buy Zoho CRM again?
Yes
Zoho CRM Feature Ratings
Using Zoho CRM
13 - The whole team has access to it. People in leadership, sales, HR, account management and fulfillment. The power users are those of us in sales since we use a different project management software once deals are closed, but Zoho is where most of our historical data about clients lives, so team members are encouraged to check Zoho before coming to the sales rep with questions.
Our sales coordinator was responsible for making sure that the information in Zoho accurately reflected the sales pipeline, but he recently left and we haven't hired someone to take his place. We've definitely utilized the customer support options that Zoho provides, with mixed results. I know he spent a fair amount of time on with CS to try to figure things out.
- Tracking prospects throughout the sales process
- Collecting data on the sales pipeline for budgeting and reporting
- Holding contact info for various stakeholders within client organizations
- When I started, all the recommended qualification questions had their own fields in Zoho in order to keep inexperienced reps on track
- Love the email integration so that you can see communications between prospects/clients and various members of our team
- I'm not entirely sure