Zoho is a very Powerful tool that has helped me automate multiple daily reporting tasks!
November 22, 2022
Zoho is a very Powerful tool that has helped me automate multiple daily reporting tasks!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Zoho CRM
we use zoho crm to manage the deals with prospects and multiple pipelines for different teams to understand the ageing, no of meetings, calls, sales cycle duration, stage movements, new deal addition and overall account details.
This also helps us identify prospects for upsell cross sell based on their payment status.
i am regularly Reporting and Analytics to make reports for the management and also activity monitoring . I have also integrated it with a telephony tool to keep a track of daily calls, average duration of calls etc.
This also helps us identify prospects for upsell cross sell based on their payment status.
i am regularly Reporting and Analytics to make reports for the management and also activity monitoring . I have also integrated it with a telephony tool to keep a track of daily calls, average duration of calls etc.
- Reporting Interface can be shared to multiple admins , easy of access
- concurrent view of the same report at the same time without glitches
- Views created saves time so that every time filter doesn't have to be applied
- Use of formulas is one area which is tricky
- Blueprint is a powerful tool, need to have multiple sample blueprint in the system
- Tracking deal stage movement isn't precise
We have grown from 50 customers to more than 300% customers
yes it has created an impact in terms of how an what we do to manage the relationship with the clients.
We are more empowered with the features that zoho has customized.
Mapping the entire customer journey with the zoho crm has become so much easier which otherwise would have been very tough
yes it has created an impact in terms of how an what we do to manage the relationship with the clients.
We are more empowered with the features that zoho has customized.
Mapping the entire customer journey with the zoho crm has become so much easier which otherwise would have been very tough
- Zoho has made my task easier because multiple teams' data can be collated and presented easily in a report
- Return on Investment is still debatable because it creates a long-term value and initial investment may not give immediate ROI
- Timestamp (created time) gives a clear understanding about the lead ageing
- Zoho Social and Zoho Sign
I have explored Zoho Social and Zoho Sign with a free trail account to understand the capabilities and have taken some insight.
I have shared these insight with marketing team and leadership team to evaluate these options for marketing automation and contract signing ease . managing contracts is critical and doing this with a digital signature can save a lot of time and money.
I have shared these insight with marketing team and leadership team to evaluate these options for marketing automation and contract signing ease . managing contracts is critical and doing this with a digital signature can save a lot of time and money.
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