Item: Zoho CRM
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

We use Zoho CRM as a means of managing our current customer accounts, new potential clients, and new business opportunities. The platform allows our sales team to combine records to tell the story of what has been done to nurture the aforementioned entities. Zoho CRM provides insight to the administrative team and a place for multiple departments to collaborate on day-to-day activities. We also use the system to manage some administrative tasks because it is so flexible and intuitive.

Pros and Cons

Extremely Customizable
Easy to Use
The company can decide how simple or complex the platform is.
Organizes Data Well

More formatting customization features. For example, starting with the standard template and just being able to change contrast, boarded, field shape, etc. We can build our modules from scratch and start with some very different templates to customize how each module looks, but I would rather be able to toggle with how the entire platform looks. Platform themes rather than just module themes.
Different ownership functionality. If I change the ownership of an account, all related records from related modules should also change ownership.
A like button for notes and feeds. My company collaborates through notes, but we cannot tell if someone gets a note unless they reply back. It would be nice if we could just 'like' as a form of acknowledgment.

Return on Investment

Great internal collaboration tool
Great note taking and organizational tool
We are a business-to-business organization, so we do not have a lot of contact with customers/ end users of our products.

Usability

I can find anything I want in the system within seconds using the global search function. If I am looking for groupings of related data, I can simply filter a module to get there.

Product Configurability

I can configure the modules with fields pretty simply. What is too extensive is the customization of each module with the templates provided. Zoho should have off-platform themes outside of just being able to change the color of the tool/menu bar. Administrators should also have the ability to change the way data is formatted in each field even after creation. For example, numbers can be formatted in many different ways, but they should always be comma-separated. The system does not recognize commas when entering values over 999.

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?

Would you buy Zoho CRM again?

Yes

Likelihood to Recommend

I have found a lot of value in using the system, whether it is with the sales team or the administrative team. It has been a great place for storing data and staying organized across our organization. Zoho CRM has caused our company to become more efficient in some of our sales support tasks. It is valuable to have a place where all historical work is stored neatly and can be easily accessed when needed, rather than having to dig through emails or folders outside of Zoho CRM.

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Software Version

Overall Satisfaction with Zoho CRM