Item: Zoho CRM
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

Our company uses Zoho CRM to store all of our retailer information - everything from inbound leads to corporate contact information to divisions to store address information to contract information and everything in between. We use it mostly to keep our teams well organized and as a communication tool at the store level. Our operations teams highly benefits from the information stored in our CRM and helps keep everyone accountable for their tasks.

Pros and Cons

keep our teams organized
communicate with our retailer partners
efficiently run automations in the background so our team members can focus on larger projects

it isn't the prettiest CRM software so could use some splash of color/more creative customization
we're currently unable to bulk upload attachments (like PDFs) this would be a game changer
weekly scheduled reports don't always get delivered to our inboxes so it would be great if the the gmail configurations were kept more up to date

Product Scalability

Zoho CRM has definitely helped our organization improve relationships with our customers by enabling us to always provide our customers with world-class service, reply quickly to any inquiries or concerns, and share crucial information prior to scheduled deliveries to ensure optimal success. So many customizable features have given us the opportunity to strengthen our brand as an organization and improve overall efficiency.

Zoho Customer Experience

Our company uses Zoho CRM to communicate with customers and clients. We love using the template feature that allows you to create different email templates (and make those templates be accessible to specific folks on our teams) and integrate with other apps like Zapier to build automations that allow for emails to be automatically sent out - this has saved us sooo much time and resources!!

Return on Investment

ease of doing business due to being able to store tons of information has a huge value as our CRM contains 150,000+ stores alone
cost of ownership is significantly lower compared to other CRMs like SalesForce so its helped us save tons of money as a company while still hit our monthly goals/KPI's
establishing workflows has helped us tremendously reduce costs by implementing more automations

Alternatives Considered

I have not used any other CRM other than Zoho so I'm not the best person to compare it to another CRM but overall Zoho is highly customizable so it does allow you to build in functions that are very specific to your company's needs. It also allows you to create tasks and set up specific reminders so that all team member are held accountable for action items with strict deadlines.

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?

Yes

Would you buy Zoho CRM again?

Yes

Other Software Used

Slack, Atlassian Confluence, Tableau Online

Likelihood to Recommend

though it's not the most user-friendly CRM it still gets the job done and really helps keep your company organized. they also make it easy for people to access different types of reporting
it's also helpful for setting up automations - you can link Zoho to other applications like Gmail/G-suite and Slack which helps our team get out of doing busy work to focus on larger projects that take more priority
another really cool feature is being able to connect different modules together so multiple teams can access info where they need it and helps us maintain efficiency as a entire organization

Boho Zoho - Save Money & Increase Efficiency with this CRM

Software Version

Overall Satisfaction with Zoho CRM