ZOHO CRM - Even better value for your investment
Overall Satisfaction with Zoho CRM
We have been using Microsoft excel sheets in individual silos, with the sales team members having their contact lists, sales coordinators, admin staff, accounts, support members, each having their own individual lists. They have no common identities they capture, with even the account names differing so it becomes difficult to have a total view of an account.
The first step was to install ZOHO - Standard edition and input all the available information into an ordered database.
All leads are captured and followed up till completion.
At any point in time, we have the complete history of our interactions with the customer including all forms of communications.
The first step was to install ZOHO - Standard edition and input all the available information into an ordered database.
All leads are captured and followed up till completion.
At any point in time, we have the complete history of our interactions with the customer including all forms of communications.
Pros
- A complete picture of all deals in the pipeline
- A complete history of lost deals
- An accurate estimate of revenue projections on a monthly basis.
- A quantitative evaluation of the sales team members effectiveness
- Competitive strengths and designing strategies to counter them
- Quantitative analysis of the sales coordinators effectivness in maintaining customer relations
Cons
- Dashboards could be better, more user friendly.
- More options in workflows, with less restrictions on number of workflows that can be created.
- Better options in creating quick survey forms, feedback forms from Zoho CRM
- ZOHO CRM is a vital tool in managing the sales force.
- It has helped stopping the leakages in the deals pipeline
- It has added an authentic quantitative measure to the employee eveluation
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 CRM Feature Ratings
Zoho CRM Support
Using Zoho CRM
Relationship with Zoho
There were no specific terms that were sought with the vendor. For training our employees they provided full-fledged user training for 4 hours through one of their partners, online.
The selection of the software version is the key and it would benefit the company to start with the basic version, get familiar and then upgrade to the higher version. The vendor offers pro-rata degradation rates. Instead, when you choose a high-end version, you may be overwhelmed by the available choices and the configuration requirements and may not use all the features of the high-end software.
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