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Try Zoho for ease of use and ease of reporting
November 29, 2022

Try Zoho for ease of use and ease of reporting

Anonymous | TrustRadius Reviewer
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
I didn't have any experience with Zoho before starting this position, but I have found it quite easy to create, run, and update reports. I also find it pretty easy to redesign fields, update and add fields, and change the overall record layout so the layout is more user-friendly and so we can get track more useful data.
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 is very well suited for tracking opportunities, leads, sales, etc through the entire lifecycle. The ribbon at the top makes it super easy to see where in the process something is and to update it. Reports are very easy to create and update. I had no experience with Zoho before I started at this position less than a year ago, and I easily learned to enter records, create reports, and even redesign layouts.

Zoho CRM Feature Ratings

8.2
Customer data management / contact management
7
Workflow management
9
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
Not Rated
9.0
Task management
9
Billing and invoicing management
Not Rated
Reporting
9
8.3
Forecasting
8
Pipeline visualization
8
Customizable reports
9
8.5
Custom fields
9
Custom objects
9
Scripting environment
8
API for custom integration
8
8.0
Role-based user permissions
7
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

Using Zoho CRM

ProsCons
Like to use
Easy to use
Well integrated
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Reports
  • Entering records
  • Hierarchies