Zoho Sales Handbook
November 22, 2022

Zoho Sales Handbook

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Lead tracking, Revenue pipeline, sales integration, crm Measurable ROI from lead generation program Increased conversion of Qualified Lead Increased sales productivity effectiveness Shortened Sales Cycle Better forecast pipeline visibility Better alignment of sales and response efforts
Measurable Outcomes for sales lifecycle Objectives to measure performance for sales and technology teams for response rates against defined SLAs

Pros

  • Increased conversion of Qualified Leads
  • Increased sales productivity and effectiveness
  • Better forecast and pipeline visibility
  • Measurable ROI from lead generation program
  • Better alignment of sales and response efforts

Cons

  • Integration with other platforms
Helps to track contacts, updates from their current an previous organisation, market insights, trends, advancements.
Leads can be converted in to qualified leads once there is a real opportunity, scope and budget associated with the scope identified. Leads have relationships to each other, so corporate hierarchies can be maintained here, as well as standard contact information

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

Tracking accounts where leads are associated with. When a Lead is converted to a qualified lead there is the capability of either associating them with existing Accounts, or creating a New Account from the company they work for. The sales team can emphasize on three types of target clients: Pre qualified, qualified and super qualified lead

Zoho CRM Feature Ratings

7.0
Customer data management / contact management
8
Workflow management
7
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
6
Quote & order management
6
Interaction tracking
7
Channel / partner relationship management
7
8.3
Case management
10
Call center management
8
Help desk management
7
7.5
Lead management
8
Email marketing
7
7.7
Task management
8
Billing and invoicing management
7
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
7.8
Custom fields
8
Custom objects
7
Scripting environment
8
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
8
8.0
Mobile access
8

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