Zoho CRM to Improve Sales
Updated November 11, 2022

Zoho CRM to Improve Sales

Satakshi Shukla | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use zoho crm to collect leads from different sources. It helps us know which is the best source for lead generation.
Also it greatly help us aling sales.

Pros

  • Lead Nurturing
  • Cost Effective
  • Integration Options

Cons

  • Report Export
  • Campaigns based on filters
I particularly found HubSpot more costly than Zoho.
In addition to this, Zoho has multiple product options like Zoho bookings, Zoho Campaigns
in such a situation, it becomes very easy for us to use and track billing.

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

Lead management is a very tedious task.
Before ZOHO CRM we use to manage things on excel which takes lots of manual effort.
Zoho CRM helped us manage leads very well and let us emphasis on campaigns that are working for us and also helped us know
campaigns that are not working. Overall we are very much satisfied with the Zoho CRM

Zoho CRM Feature Ratings

8.6
Customer data management / contact management
9
Workflow management
9
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
8
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
Scripting environment
Not Rated
API for custom integration
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated
8.0
Social data
8
Social engagement
Not Rated
8.0
Marketing automation
8
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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