Item: Zoho CRM
Rating: 9
Author: RAJ PATEL

Use Cases and Deployment Scope

We currently have over 60 CRM Plus users who use the CRM software to help them manage their customers and upcoming sales. Allows the sales leaders to better manage their teams using dashboards and reports. After the job has been won, we use Zoho Projects to manage the back-end of the sales cycle with and for our customers.

Pros and Cons

Customization and automation
Analytics Module
Integration with Zoho Projects

Built-in reporting is ok, does not have the same functionality as the reporting in Analytics
Analytics reporting does not lock down the data to a given user. If a salesperson has access then they are able to see data for all sales which is not appropriate.

Return on Investment

Definite positive impact, allows sales leaders to better manage their teams

Support Rating

Not all of the support team knows the product as well as the end user

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?

Yes

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Usability

Reporting module is ok

Professional Services

Good for the most part

Contract Terms and Pricing Model

Good, no complains

Likelihood to Recommend

Like I said in your previous questions, the CRM package offers a great deal of customization for a given organization along with all the automations and workflows possible. Also does an excellent job with the Analytics module. Allows you to integrate with our Zoho modules and platform easily. Does not do a good job with the built-in reporting, very limited to types of reporting you can do. Would be nice to combine the reporting module with some of the advanced features of Analytics.

Great value and an excellent product which allows growth

Software Version

Overall Satisfaction with Zoho CRM