ZOHO CRM - Even better value for your investment
Updated May 24, 2024

ZOHO CRM - Even better value for your investment

Ganesh Subramanian | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Other

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.

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

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 Feature Ratings

7.6
Customer data management / contact management
9
Workflow management
7
Territory management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
4
Quote & order management
6
Interaction tracking
10
Channel / partner relationship management
10
6.0
Case management
3
Call center management
8
Help desk management
7
9.5
Lead management
10
Email marketing
9
9.5
Task management
10
Billing and invoicing management
Not Rated
Reporting
9
9.0
Forecasting
8
Pipeline visualization
9
Customizable reports
10
6.7
Custom fields
10
Scripting environment
1
API for custom integration
9
10.0
Role-based user permissions
10
Single sign-on capability
10
6.5
Social data
7
Social engagement
6
8.0
Marketing automation
8
7.0
Mobile access
7

Zoho CRM Support

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.

Using Zoho CRM

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.

Relationship with Zoho

The sales team/ partner was well-trained and knowledgeable about what the software could deliver and could answer all our queries.
The sales were done through the sales partner, but the company provided the support directly. We found the support desk of the company excellent and very supportive and could help us clear all our doubts and hurdles we faced configuring the system and subsequently maintaining and optimising the system.
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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