CRM your sales team and BDRs will love
October 24, 2023
CRM your sales team and BDRs will love
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Zoho CRM
We used Zoho CRM for lead management, account/contact management, sales opportunity management, and a little bit of other marketing automation. It helped us move out of Excel spreadsheets into a CRM. We qualify/disqualify leads, log notes and emails, and maintain all of our sales records within the Zoho CRM. The sales pipeline is completely managed out of this new CRM
- Sales Process Automation - Stages and workflows
- Reporting and dashboarding
- Lead, contact and account management
- Data importing functionality via excel csv can be made better in terms of auto field matching
- Self training video library can be made for easier onboarding
- While many B2B solutions offer seamless integration with Salesforce and HubSpot, the same level of integration is not available for Zoho CRM
- ROI is very high. Helped us save time and move out of slow excel sheets
- Affordable when relatively compared with Salesforce, Pipedrive etc
- Data migration was challenging and took some time and efforts of our IT team
1. Data-driven insights on customers: Helps us identify which customer is moving towards churn and helps us plan proactive steps.
2. Maintenance of customer records: Allows us to log all customer data including purchase orders, MSA, and feature requests in one place such that it is easy to access anytime
3. 360-degree customer view: Centralizes all customer data
2. Maintenance of customer records: Allows us to log all customer data including purchase orders, MSA, and feature requests in one place such that it is easy to access anytime
3. 360-degree customer view: Centralizes all customer data
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?
Yes
Would you buy Zoho CRM again?
Yes