Zoho is a refreshing change to CRM
November 11, 2021
Zoho is a refreshing change to CRM
Score 8 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Zoho CRM
We use Zoho CRM in place of Salesforce to track our sales activity for the entire sales organization. We prefer Zoho CRM as its reporting capabilities are easier to use and the dashboards have more flexibility. Additionally, the account manager support is far superior than what we experience at Salesforce.
- Account Manager support post sale.
- Custom report setup.
- Custom dashboards.
- The migration from Salesforce to Zoho CRM needs some work - the migration took longer than expected and it was difficult communicating to the migration team.
- Once again, getting the files uploaded from SFDC to Zoho CRM was problematic. It was a challenge getting the correct zip files over to Zoho CRM the first time, and I had to send them over 3 times before the migration team was able to get the files to work.
- The migration team was not able to migrate the vendors over to our module the first time, so we had to work through it together after we started using the CRM tool about 3 weeks into the migration.
- Better reporting.
- Easier quoting capabilities.
- Better ability to share reports across the organization.
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