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CRM with superb integration & customization features
Updated January 23, 2023

CRM with superb integration & customization features

Aadeeb Siddiqui | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM is one of the economical & feature-rich solutions for 360º customer relationship lifecycle management, preferably in a mid-scale business enterprise like ours. Sales automation & email marketing is no more task now. Zoho CRM allows us to run multiple campaigns, automate
the workflows and streamline the lead nurturing/ scoring process. With a simple design & user-friendly interface, Zoho is much easier to implement. Also, it enables us to customize tools, design our analytics dashboard and give a significant boost to our productivity.
  • We can automate the workflows
  • Customization of tools is possible
  • Data management is easier
  • Integrates well with other Google/ Zoho apps
  • Streamline the lead nurturing process
  • Regular follow-ups with customer is easier
  • Customer support could be better
  • Interface needs to be upgraded
  • Editing & customizing the email templates is arduous
  • Limited set of custom fields.
  • Excellent CRM for beginners
  • Allows us to make accurate forecasts( Lead nurturing is superb)
  • Flexibility in implementation, Zoho can be customized to suit your business needs.
  • Better management of finances
  • Improved productivity, increased sales
Zoho allows us to automate marketing campaigns and nurture leads across the sales cycle. We can now build personalized nurturing journeys with emails, social campaigns, and SMS, and in turn boost our engagement levels with leads and customers. Zoho is an economical and 360º customer relationship lifecycle management solution that is particularly useful for us in generating and storing leads safely.
Zoho helps us to get more deals, boost up sales, and make customers engaged with our business. With Zoho CRM, we can stay closer to our customers by tracking records of our current customers and identifying loyal customers to reward them. This technique not only holds our existing customers but also bring more customers. Zoho comes with a host of stellar features to boost customer engagement & leverage customer retention. With call customization, we can record detailed and contextual information on all our calls and improve the quality of our conversations with the prospects. Zoho allows us to automate workflows, and we can also trigger email notifications and fine-tuned follow-up emails. This largely helps in boosting our relationships with the customers.
Zoho is one of the best CRM solutions to automate tasks,
accelerate sales & make smarter decisions for our business. We are
extensively using it to manage relationships with our prospects, clients,
suppliers, and partners. The installation & setup of Zoho is simple and straightforward. Also, the user interface is easy and does not require any external support to get the hang of this software. We can effortlessly automate
entries of time-consuming data, check the status of leads in the pipeline, prioritize
them by assigning scores and initiate omnichannel interaction with our
customers.
Deployment of Zoho is easy and does not require an in-house technical team for the setting up of this software. We have started off with the basics of our setup and then added on extensions and integrations to personalize the system as per our business needs. The step-by-step installation guide covered each aspect of the process and made it much easier for us to run the software in the right way.
  • Gives better visibility & practicality to our sales cycle
  • Accurate forecasts is possible with Zoho
  • Performance management is much simplified
  • Cost Effective tool
Zoho CRM is easy to navigate & offers many user-friendly
features that make it easy for our team to run & manage the
software. As it can be easily customized, we
can produce detailed reports and monitor our own activity and history. Also, Zoho offers excellent
integration capabilities not just with the host of other Zoho products but
also with third-party applications. We have even set up email marketing
automation for a negligible fee.

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 is one of the most
preferred CRM solutions for small to mid-size business enterprises. It offers a
stellar feature set, gamification modules & powerful email marketing tools
at the most competitive prices in the market. Zoho CRM works incredibly well in Performance management. It provides us with a rich database to make informed decisions, accurate forecasts while regularly following up with customers. Also, Zoho CRM is outstanding in integration with the other apps & gives us the ability to create custom fields and
objects for better sales management.

Zoho CRM Feature Ratings

7.7
Customer data management / contact management
9
Workflow management
8
Territory management
8
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
7
Quote & order management
7
Interaction tracking
7
Channel / partner relationship management
8
6.7
Case management
7
Call center management
6
Help desk management
7
8.0
Lead management
8
Email marketing
8
7.7
Task management
8
Billing and invoicing management
7
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
7.8
Custom fields
8
Custom objects
8
Scripting environment
7
API for custom integration
8
7.0
Role-based user permissions
7
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

Using Zoho CRM

53 - Marketing, Sales, Administration, Top Management
10 - Zoho CRM provides specialized training for Administrators, Developers, Sales Executives and CRM Managers . We do not need any external training or support for using the CRM. Though, at times there is a need for technical guidance, wherein we reach out to the customer support team.
  • Helps in managing the CRM, forms, project, meetings, reports, flow, campaign
  • Good for analyzing the sales tracking, journey mapping and managing the salespersons
  • Automating the marketing campaigns gives better analytics
  • Reaching bigger audience with email campaigns is much easier.
  • Call customization helps us in recording detailed and contextual information on all our calls. Helps in following up with the customers.
  • We can assess the sales data with cohort and quadrant analysis.
  • Integration with third-party app is much easier & helps us to better connect with customers.
  • We can integrate all our applications and databases into the Zoho software, and a simple search enables us to recognize our high-value clients.
  • We can make personalized offers to our customers depending on their paying capacity.
  • Personalizing and contextualizing our sales pitch
  • Scheduling webinars, inviting our leads, to participate in discussions with us from within Zoho CRM
  • Connecting with our customers on different social media channels.
  • Better analytics helps in making informed business decisions.
  • Initiating live chat with the leads to make them sales -ready.
Zoho CRM allows us the convenience of having all our clients and prospective customers in one place. Lead management and data collection of customers is really helpful. It's dashboard consists of different types of features in which we can actually search customer's whole history through customer id, order id, contact number, name, and so on. We can have direct connect and interaction with the customers. It is budget-friendly as well, so we shall continue using this software for our business.

Evaluating Zoho CRM and Competitors

  • Price
  • Product Features
  • Product Usability
  • Product Reputation
Zoho CRM is simply amazing with contact management, sales funnels, pipeline management and workflow automation. We have been looking for a CRM that is good with customer relationship management and it is working well for us. We found it very easy to move our current spreadsheets across to the CRM and the operations on the product itself are easy and simple to understand. Results are good so far.
I shall not change my evaluation procedure for this product is delivering the expected results and we are happy with it. Easy to use, transferring data and best for an organisation or a firm to keep the documentation centralization process. Zoho offers numerous customisation options to deal with different prospects.

Zoho CRM Implementation

The success factors for implementing this CRM include operational and strategic benefits, technological readiness, and knowledge management capabilities. The key pointers for executing the CRM includes listing our sales and marketing goals, Identifying the people who will access this CRM and mapping the sales and marketing process to CRM. Consider implementing a strong lead conversion workflow in your CRM at the beginning. If you
take this step, you’ll ensure that there is a clear process in place so that everyone,
starting from senior executives to new hires, follows it unanimously. Also, make sure to customize the CRM at all possible levels.
  • Implemented in-house
Yes - We started with mapping all our business, sales, and marketing processes in the planning stage, then moved to building a cross-functional implementation team. We have customized our Zoho CRM instance to fit the business needs. We have then created a change management strategy and tested it in small beta launches. In the final stage, we have invested in a digital adoption platform for onboarding, training, and on-demand support.
Change management was a major issue with the implementation - Implementing a CRM software should serve both customers and the business alike. It should make the businesses serve the customer more, and improve sales. The current business landscape is in a constant state of flux due to evolving new technologies and highly uncertain geopolitical environments. Corporate regulations are cropping up more often than ever across all industries. These factors have put the emphasis on effective change management at an all-time high. Zoho has been exemplary in taking care of change management. Zoho Contracts simplifies change management with best-in-class post-execution, reporting, and activity tracking features. It has an amazing set of new features that can help you adapt effectively to the new normal.
  • System compatibility
  • Security concerns
  • Redundant features
  • Learning curve