Zoho CRM Review
July 31, 2022

Zoho CRM Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM in three different countries we have a presence and it's used for various departments, like Sales, Marketing, and Customer Service. To our Sales Teams, it's very important to follow all their negotiations with several customers. The actual problem with Zoho CRM is it can't be easily integrated with our ERP system; we use SAP ERP EHP6.0, so the information about our customers is not consistent. Another problem is how easily users can duplicate information about customers and contacts and this affects the post-analysis of information. Our scope of use case is to have a complete integration between Marketing, Sales, and Customer Service. We try to generate Leads from our campaigns and after that our Sales Team follows the leads and makes a customer journey so our Customer Service can execute some surveys. Sometimes, the surveys are outbound to increment in the number of responses. Finally, all the information is analyzed to enhance the effectiveness of campaigns and sales procedures.

Pros

  • User-friendly
  • Good technical support
  • Flexibility and personalization

Cons

  • User administration without a subscription to Zoho Directory
  • Integrations sometimes deactivates automatically
  • Possibility to have some DEV tenant to not make changes on Productive

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?

Yes

Would you buy Zoho CRM again?

Yes

The better scenario to implement Zoho CRM is from a middle size organization. The time to implement it is fast and faster if you want to use it stand alone without integrating it with other solutions, but even this way, it can improve sales and customer management. If you have an ERP solution with another brand, it could be expensive in time and money. Yes, there are APIs to make integration work, but you would need middleware or something like that, so you will need someone to administrate it or check it to see if it has problems.

Zoho CRM Feature Ratings

Customer data management / contact management
5
Workflow management
8
Territory management
9
Opportunity management
9
Interaction tracking
9
Channel / partner relationship management
9
Help desk management
10
Lead management
9
Email marketing
9
Forecasting
9
Pipeline visualization
9
Customizable reports
10
Custom fields
8
Custom objects
8
Scripting environment
7
API for custom integration
7
Role-based user permissions
7
Mobile access
7

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