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Leads manager
June 01, 2022

Leads manager

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM for Leads management and sales funnel monitoring. It helped us in effectively managing sales pipeline by providing us with different features/ stages. Leads management and data management was made easy due to the presence of various funnels like qualified leads, meeting, proposals, negotiation, deal closure or lost. It is an effective way of data management and funnel management for salespeople across large and mid-size organizations.
  • Funnel management - presence of various funnels through which you may figure out which lead is in which state.
  • Lead analytics - helps you in figuring out your sales cycle.
  • Reports - customized report formulations are possible.
  • One has to open each and every lead individually if they want to read notes or comments.
  • Comment date is not available.
  • Login process is difficult.
  • Deal trackage is difficult.
  • Lead management.
  • Easy to use.
  • Sales funnel management & tracking.
  • Marketing automation.
Product is scalable if the automation is improved and also if manual tracking is improved.
We were able to reach out to our customer base when they scheduled a call with us due to its scheduling feature. The clients were happy as we reached out to them as per their convenience and at scheduled date and time.
Zoho is simple and convenient to use.

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 is best suited for large and mid sized companies as it helps in effective data and lead management. The scenario where it was not very effective was when we try to fetch lead wise data, manual tracking is not at ease. Although it allows us to create tasks and reminders which helps in scheduling calls/meetings with a prospective client.

Zoho CRM Feature Ratings

6.1
Customer data management / contact management
6
Workflow management
7
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
6
Quote & order management
3
Interaction tracking
3
Channel / partner relationship management
5
6.3
Case management
5
Call center management
6
Help desk management
8
7.5
Lead management
8
Email marketing
7
5.7
Task management
7
Billing and invoicing management
4
Reporting
6
8.3
Forecasting
7
Pipeline visualization
8
Customizable reports
10
6.3
Custom fields
8
Custom objects
7
Scripting environment
5
API for custom integration
5
7.0
Role-based user permissions
8
Single sign-on capability
6
6.5
Social data
7
Social engagement
6
6.0
Marketing automation
7
Compensation management
5
5.0
Mobile access
5

Using Zoho CRM

50 - The company is in the E-commerce sector. As the leads inflow is huge in numbers, data management and leads management become easy with the use of CRM.
46 - Type of people - Inbound & outbound salespeople.
Skills - Basic computer skills are required to use it.
  • Sales funnel management.
  • Leads management.
  • Reports.
  • Customized reports.
  • Manual tracking of individual leads.
  • Sales funnel tracking.
  • Marketing automation.
  • Task management.
  • Activity management.
It is an easy and convenient way to gather multiple insights at once.