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An Excellent tool for Marketing and sales
Updated November 09, 2022

An Excellent tool for Marketing and sales

Dr. ROOPESH RAO | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

It helps in monitoring of various processes across organizations. From collecting customer data to monitoring it and using it for sales and market research Zoho CRM is very useful. It is an excellent tool to run your business on the internet with functions and features helpful for improving sales figures and performance. It helps in lead generation and the development of quality leads. It also gives 360 feedback and analysis about customer experience and opinion making it a very robust tool
  • Lead management.
  • Sales management.
  • Market research.
  • Data monitoring.
  • Data collection.
  • Marketing.
  • Email marketing.
  • data analysis
  • data interpretation
  • market survey
  • lead generation
  • feedback analysis
  • Call centre management.
  • Integration of different business vertical.
  • Use of big data.
  • Value proposition
  • brand recognistion
  • marketing strategy
The customization options help in designing the portal in such a manner that all the requirements of the company is covered. The flexibility and maneuverability of application helps the employees enter the data in proper formats. The Customer feedback and lead generation goes hand in hand as the insights received are top notch in creating a strategy to formulate plans accordingly.
Zoho helps in customer retention as it is very customer centric. The data analysis and market insights give perfect analogies to cater to the clients and the customer. Customer retention is a major challenge for many companies. Zoho CRM insights and mechanism plays a significant role in customer experience and retention.
  • Customer management.
  • Relationship development.
  • Sales automation.
  • Lead generation.
  • Forecasting.
  • customer focus
  • customer retention
Zoho CRM has a good ease of use and manageability across platforms. It also has free of cost version of the CRM for Startups and New businesses. It gives a long term vision for the companies to plan their sales by doing market research, create sales forecasting and predictions for future sales. The companies can develop vision for growth and increase their sales accordingly. Customer relationship management in any company is a major concern and Zoho CRM is a one stop solution for it.
It can be configured with your existing platforms but little technical expertise is required. Complexity is there if your existing platform doesn't support addition of new software. But since Zoho CRM is cloud based application, the configuration is not a major concern with little expertise. There are various add-ons given which can be installed and downloaded so that software can be configured properly with the existing applications. It also gives office automation support, data configuration and database management support.
When we talk about CRMs software and application like Oracle and SAP they are good for conglomerate organizations where there are exponential functions and departments integrated with the application and large scale integration is required. Zoho CRM due to its cost effective feature is very handy tool for new companies to grow their marketing needs.

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?

Yes

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Zoho CRM is a very handy tool when it comes to sales management, customer management, data management of customer, customer feedback, customer relationship, and it is very affordable as compared to other software and packages in the same arena. Zoho is well suited for emerging business and startups as it also provides free CRM software editions for people to get used to CRM packages. Zoho can create a niche for itself for big business

Zoho CRM Feature Ratings

7.6
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
8
Channel / partner relationship management
7
8.0
Case management
8
Call center management
8
Help desk management
8
7.5
Lead management
8
Email marketing
7
7.0
Task management
7
Billing and invoicing management
7
Reporting
7
7.7
Forecasting
8
Pipeline visualization
7
Customizable reports
8
7.5
Custom fields
7
Custom objects
8
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
7.5
Marketing automation
8
Compensation management
7
7.0
Mobile access
7