We are so glad we left Salesforce
April 21, 2022

We are so glad we left Salesforce

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM has helped change the way we use our CRM. Previously we could not establish rules or automation. Now we are able to set up reminders and tasks automatically. The salesmen love how easy it is to track all open tasks, opportunities, and leads. We also have been able to stop using other software and now use everything in Zoho CRM. We have cut costs, increased visibility, and reduced redundancies.
  • Analytics
  • Automation
  • Web Forms
  • Integration
  • Integration with PowerBi
  • Customization
  • Zoho Desk Sync
  • Better Automation
  • Better Visibility
  • Web Forms
The UI is very easy to use and customize. There was a slight learning curve to understand how to set up certain fields but the support team helped with everything. We also upgraded to premium support and greatly benefited from having the higher level of support and quicker response time.
It is highly configurable. Some aspects take a little time to get used to but the navigation is easy to use and navigate.
Zoho CRM was not the cheapest but it was the best for the features it gives you. In our experience we saved a lot of money from switching from Salesforce to Zoho. And other CRM software packages didn't stack up when compared to Zoho.

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

I think Zoho CRM is best suited for companies that need a robust CRM that allows for a high degree of customization. A dedicated employee is needed to learn the back end and understand how to create, edit or remove features. For a small, medium or even large company, Zoho CRM would work great.

Zoho CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
7
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
7
Quote & order management
8
Interaction tracking
7
Channel / partner relationship management
7
Case management
9
Call center management
6
Help desk management
6
Lead management
9
Email marketing
10
Task management
10
Billing and invoicing management
5
Reporting
8
Forecasting
9
Pipeline visualization
8
Customizable reports
8
Custom fields
10
Custom objects
10
Scripting environment
7
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
8
Social data
8
Social engagement
8
Marketing automation
9
Compensation management
7
Mobile access
10