Try Zoho for ease of use and ease of reporting
November 29, 2022
Try Zoho for ease of use and ease of reporting
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Zoho CRM
We use Zoho to track all of our potential opportunities through the entire business process. It's invaluable for keeping track of each opportunity and where it is in the process. We also run reports several times a week to inform coworkers about new opportunities and leads, as well as updates to existing records, so they can make better business decisions.
- Tracks records through business lifecycle
- It's easy to create, run, and export reports
- Fairly easy to redesign and customize
- Can't create a requirement when moving a record FROM a stage, only TO
- Can't customize extra sections at bottom of layout (Quotes, Sales Orders, Invoices, etc)
- Not easy to review accounts by hierarchy/parent
Since our organization is a nonprofit, we don't have the same sales cycle and customer retention experience as for-profit organizations.
- Zoho has made it easier for our organization to track opportunities
- Zoho has made it easier for us to report on data, metrics, and opportunities
- Zoho helps us track the types of opportunities/leads we pursue
Zoho is just as easy to use and I find it just as easy to create reports in Zoho as in Salesforce. Salesforce is stronger in hierarchy and parent relationships, which can be crucial for data cleansing and data maintenance. I did not have a role in selecting Zoho CRM.
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?
I wasn't involved with the implementation phase
Would you buy Zoho CRM again?
Yes
Zoho CRM Feature Ratings
Using Zoho CRM
Pros | Cons |
---|---|
Like to use Easy to use Well integrated Quick to learn Convenient Feel confident using Familiar | None |
- Reports
- Entering records
- Hierarchies