Does the basic job pretty well - as long as your requirements are simple, this will very well fit in
November 28, 2022
Does the basic job pretty well - as long as your requirements are simple, this will very well fit in
Score 7 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Zoho CRM
We use it as a platform to house information of our leads and then gradually work them through until they pay and sign up for our SaaS platform. Marketing team runs different campaigns and gets us leads in the CRM. BDRs would pick up each of them as well as do some direct targeting themselves and then do the qualification. BDMs would then do the demo and close deals.
- Basic record keeping
- Some level of automation
- Dashboards are relevant
- Automation can become more modern and intuitive
- AI tools can become more accurate. We have turned that on, but it seems very distant from actual outcomes
- Updating and fetching records at scale is a problem
Not sure about that. Not used Zoho for customer retention yet.
- Ease of doing business is a plus - the team knows what to do next to close a sale
- Data analysis is a minus - can be connected to Zoho Analytics but that too has its limitations
- Basic automation is a plus
Do you think Zoho CRM delivers good value for the price?
Not sure
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?
Yes