Item: Zoho CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

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.

Pros and Cons

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

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

Return on Investment

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

Support Rating

Their support desk/ help desk is outstanding. The chat window they offer is manned by experts who are available throughout to lend a helping and they follow up confirming that the issue has been resolved. In case, there is nay niggling issue they take it up with the developer team and get it resolved to the user requirements.

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

ZOHO CRM offers all the features required for sales force management. It is easily customisable, offers reports that are instinctive, recommends reports. At the same time, it offers detailed help on creating customised reports. The help desk is always at hand to help you get what you want. It has enough flexibility and offers connections with external/ other software so the customers can derive or share information outside of the ZOHO space.

Contract Terms and Pricing Model

I have no comments on their pricing policy. I find it very reasonable compared to the features and the flexibility it offers. It is also very reasonably priced compared to the competitors offering similar features.
their pricing terms are extremely flexible and offer a wide choice to suit every requirement.
As mentioned before, I find their customer support extraordinary and very rarely have I experienced such wholesome help desk.

Likelihood to Recommend

It is well suited for Small and Medium businesses where an internal member can be trained on the software and easily maintain and optimise the CRM software. the major advantage is that t does not require special skill sets nor does it call for exclusive manpower to maintain and develop the software application further.
It is very user friendly and becomes quite addictive and challenges you to be creative and find new means of analysing the data and get a new perspective on the customer needs as well as the market.

ZOHO CRM - Even better value for your investment

Software Version

Overall Satisfaction with Zoho CRM