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A MUST for sales and marketing function
Updated December 21, 2023

A MUST for sales and marketing function

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

Software Version

Other

Overall Satisfaction with Zoho CRM

We use it for the entire spectrum of Pre-sales, sales, and post-sales record management. However, we use GetResponse for email marketing, although Zoho CRM does have Zoho campaigns as well. Record management includes lead entry, appointment setting, follow-ups, post-sales support records such as invoices, payment receipts, and the like. It is also our go-to for long-term customer relationship management. Zoho CRM helps us keep a close eye on tele-caller activity and empowers them to schedule such in a very organized way.
  • Customer record management
  • Sales management
  • Salesforce monitoring
  • Automatic generation of customer web details such as social media activity, etc.
  • Downloading reports to Excel, etc. is still a bit archaic
  • None other for now. We love Zoho CRM
  • Definitely a solid ROI, we never needed to quantify
  • None other
Extremely flexible and scalable. We can enter several data points such as contact details, industry, lead status, "description of interaction and by which caller," "notes," "attachments," "follow scheduling and reminders on email," and much more. Lots of fields can be customized at will. We would love chat support, though.
We use it for 90% of sales, at the moment. So I cannot go into detail here.
It was selected based on consultants' recommendations and overall cost.

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

Well-suited for any business that has many customers and especially suited for B2C like ours where there is constant selling to new customers. Thus if you are a sales or marketing-driven business, one has to have this.

Zoho CRM Feature Ratings

9.7
Customer data management / contact management
10
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
8.0
Case management
8
Call center management
8
Help desk management
8
10.0
Lead management
10
Email marketing
Not Rated
9.7
Task management
10
Billing and invoicing management
9
Reporting
10
9.7
Forecasting
10
Pipeline visualization
10
Customizable reports
9
9.0
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
8
10.0
Role-based user permissions
10
Single sign-on capability
10
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
8.0
Mobile access
8

Evaluating Zoho CRM and Competitors

  • Price
  • Prior Experience with the Product
Prior experience and given the scale of our ops, it turned out to be sufficient and less complex.
Would identify more parameters, especially workflow automation and marketing automation simplicity.

Zoho CRM Training

  • No Training
I would recommend training. Our adaptation to it was slow and initially non-critical. We recommend getting trained so that ramp-up is swift. The software is intuitive and won't cause too many hurdles.

Integrating Zoho CRM

Basis prior responses
Troublesome. One can port data from GetResponse to Zoho CRM but not the other way round. One again needs some added software for full-cycle integration. So, GetResponse users, beware - this is a pain point.
No foreseen response from GetResponse or Zoho
  • API (e.g. SOAP or REST)
Please check with Zoho in high detail prior to onboarding. Some software may not sync easily and sync may need added software! and thus costs!