Item: Zoho CRM
Rating: 8
Author: Oscar Barahona

Use Cases and Deployment Scope

Currently, I use CRM to develop new Products, enlist them with a price a track all the activities related to the product created, like how many products have been sold and what could be a potential customer from our database for the product. It helps by having a record of how good a specific product is performing and how much it represents in [sales] among the rest.

Pros and Cons

Organizes importan information accordingly.
Provides tools for product listing.
Allow a proper follow up of the performance a specific product has.

Better flexibility to work with the API.
Additional options that allow the creation of custom rules.
Reporting is very complex and not clear.

Return on Investment

There has been a considerably growth in sales.
We managed to identify better potential customers.
It has allowed us to identify trends for key decision making.

Usability

The user experience with the UI can be better. While there are some features easy to reach and find, there are others very complicated and not intuitive for the user. The reporting section is one that could improve to provide a better way to create custom reports. The search bar is also complicated, it doesn´t show too clearly the results of a search.

Product Configurability

It is too complex and sometimes lacks specific features to be able to configure Zoho CRM the way we need in our company. It offers the necessary tools, but sometimes we have encountered situations where the experience with Zoho CRM has felt limited because of this. It has room for improvement there.

Key Insights

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

Yes

Other Software Used

Jira Service Management (Jira Service Desk), Jira Work Management (Jira Core), Jira Software

Likelihood to Recommend

Zoho CRM is useful as a good and basic CRM. It has all the main features that are necessary for a CRM to be useful for a business. It has a lot of tools that allow us to track, record, and observe the impact our decisions have on the company. However, Zoho CRM lacks some specific features like the possibility of working with some key elements on the API in order to develop more specific reports. Also, it is very difficult to work with different currencies and convert them to a single one.

My experience with Zoho CRM

Software Version

Overall Satisfaction with Zoho CRM