Item: Zoho CRM
Rating: 6
Author: Cynthia Gerome

Use Cases and Deployment Scope

Helps to provide education and marketing materials for patients. It also allows us to track the referral and scheduling process for the initial onboarding of a patient into our program.

Pros and Cons

Data analysis
Reporting
Email campaigns

SMS products
Point of sale products

Return on Investment

too early to tell after working with a consulting company

Support Rating

The reps are great sometimes and sometimes they do not know what they are talking about. I have had excellent experiences and terrible ones. It really is a hit or a miss.

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

Usability

I think its very user friendly others struggle with it. I think a better onboarding process or training process for people would be helpful.

Likelihood to Recommend

Understanding the process in which a patient gets started in our program. Times it has been less appropriate is for tracking health data.

Good product but would like to see better options specific to healthcare

Software Version

Overall Satisfaction with Zoho CRM