Item: Zoho CRM
Rating: 7
Author: Michael Tebrinke

Use Cases and Deployment Scope

We use Zoho to manage our customers information, any customer issues (Helpdesk), and to manage new product development through the use of the Projects product.

Pros and Cons

Manage development through Projects
Manage customer information, CRM
Manage customer issues through Desk

We need to develop the customer opportunities side of the CRM to a much higher level

We need to get better with many of the systems within Zoho.

All that being said, I will probably have to replace this tool fairly soon. Our business is starting to move towards NIST / CMMC compliance. This product is not in anyway compliant.

Zoho Customer Experience

We do not use this feature.

Return on Investment

The project management and helpdesk provide a very cost effective tool to manage our customer issues and new product launches.

Alternatives Considered

Salesforce
Microsoft Project

Key Insights

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

Other Software Used

Microsoft 365, Adobe Acrobat, Snagit

Likelihood to Recommend

Being able to manage design resources across multiple projects is very helpful. With Zoho we do not have to launch a MS Project Server to accomplish this activity.

On a less useful side, as we currently have the CRM setup, we have a difficult time creating an opportunity view of all current quotes.

Good Product that we do not use to its fullest potential

Software Version

Overall Satisfaction with Zoho CRM