Overall Satisfaction with Zoho CRM
We use Zoho CRM in our business to track and forecast sales pipeline, as well as to record all contact and account information for prospects, customers, and partners. The Zoho CRN product addresses the issue that many, if not all, organizations experience data clutter. It allows us to track historically key performance indicators, in order to make sound business decisions both on a finance, sales, operations, and product front.
- Dynamic Search
- Module Customization
- Template Creation
- Role Based Access
- Process Automation
- No-Code Integrations - Deluge script development needed in order to do many basic CRM tasks
- Lack of Native 3rd Party Integrations
- Zoho CRM has cut in half the time it would take to derive data via its reporting tool
- Sharing information within the business is extremely easy and is another time saver
- Company revenue growth 10-12% YoY due to forecasting models provided by Zoho
With other Zoho tools, such as Desk, one can support their customers and improve the customer experience post-sale. During the sales cycle, the use of Activities in CRM can be used to improve the customer journey. This will log email, meetings, and call tasks in order to improve the time to close your Deals.
- ActiveCampaign and Outreach
While some of these other tools can act as a basic CRM, it has strengths in other areas, like mass email campaigns. Zoho is great for data manipulation and quoting/invoicing. But Zoho strengths are, at the same time lack results in the email marketing component because of its use of its own SMTP server. So what we found was that Zoho may not be best suited to support every aspect of an organization.
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?
Yes
Did implementation of Zoho CRM go as expected?
I wasn't involved with the implementation phase
Would you buy Zoho CRM again?
No