Zoho CRM: Useful from day one and easy to expand.
November 28, 2022
Zoho CRM: Useful from day one and easy to expand.
Score 10 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Zoho CRM
Tracking deals across their whole lifecycle. Addresses the deal visibility problems we previously had. Being able to see what everyone is doing also provides a healthy competitive environment. I have added some new fields and workflows to suit our specific needs.
- Custom fields and formulas.
- Easy to design custom reports.
- Nice analytics complement with visualizations.
- Advanced rules dependent on field values.
We currently do not involve customers. It is a tool used by account and project managers.
- It's cut the need for sales meetings drastically. As long as everyone updates CRM regularly, we don't need to meet anymore.
- Easy to see everyone's deals to look for cross-selling opportunities.
- YoY comparisons provide constant feedback on performance.
My experience with Zift is that it is cumbersome and hard to use. Also, response time is poor, at least in the implementation I used. I did not select Zoho, but I am pleased with it.
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