Item: Zoho CRM
Rating: 10
Author: Robin Sherlock

Use Cases and Deployment Scope

Our organization has multiple departments that work as a team. Having the CRM allows us to have a centralized location to input information regarding a case. By having the Zoho CRM, it cuts down on excessive emails and phone calls to get information. And it's great that it can be customized for our constant emerging needs. It's also good that it houses the information for future needs as well. We can always refer back to a customer for information needed for a new case.

Pros and Cons

Zoho CRM has so much space to capture lots of information.
Zoho CRM can be customized for your organization's needs.
Zoho CRM is great for running reports to help make business decisions.
We love all the different dashboards we can create.

It would be nice if there was a calculator within the program
Filters in reports could be better

Return on Investment

We have bi- weekly meetings based solely on a dashboard created with our highest profitable cases. This keeps those cases on everybody's radar so nothing slips through the cracks.
Salespeople can easily see what customers can be contacted again for future business
The Zoho CRM helps us keep track of funds spent in progress, so that we don't overspend.

Product Scalability

We house so much information in a customer's CRM file that it's easy to see how they are to be contacted, why they should be contacted, and any special instructions or information about them. We have added and modified our CRM multiple times as our needs continue to grow and change.

Zoho Customer Experience

A lot of information about the customer gets inputted into the CRM. We have multiple pages and multiple tabs within a page that get filled with information. This helps any member of the team to be able to glean insight about the customer and how to interact with the customer. As well as if we are able to do more business with the customer.

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

Yes

Other Software Used

QuickBooks Desktop Premier, Microsoft 365, TValue

Likelihood to Recommend

Zoho CRM is well suited for organizations that have multiple departments all working together on common cases/situations. It's where you can look for almost any question/answer you may have about a particular customer. A wealth of information can be housed in each customer's file. It may not be appropriate for a small company without lots of moving parts to each customer.

Zoho CRM Really Helps Your Business!

Software Version

Overall Satisfaction with Zoho CRM