looking for an cost effective CRM.
August 25, 2024

looking for an cost effective CRM.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho CRM is designed to tackle various business challenges primarily related to sales and marketing. Some points are 1. Inefficient sales processes: Manual data entry, lack of visibility into sales pipelines, poor lead management, and inconsistent sales forecasting. 2. Limited marketing effectiveness: Inefficient lead generation, poor campaign tracking, and inability to measure marketing ROI.
Data management challenges: Data inconsistencies, lack of data accessibility, and difficulty in generating reports and insights.

Pros

  • Sales Force Automation: Managing sales pipelines, tracking deals, forecasting sales, and automating sales processes.
  • Sales and Marketing Collaboration: Improving communication and collaboration between sales and marketing teams.
  • Marketing Automation: Generating leads, nurturing leads, and measuring marketing campaign effectiveness.

Cons

  • Advanced and Customised Analytics: more advanced analytics and customized and predictive capabilities could be incorporated to offer deeper insights into sales performance and customer behavior.
  • Make it more user friendly UI, usually for new users it looks like an complex CRM.
  • Time Saver so save on budget.
  • Automation so less Manpower.
An affordable, comprehensive suite of tools suitable for small to enterprise-sized businesses.

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

Zoho CRM is an industry agnostic and works well with the Small to Enterprise industry.

Zoho CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
Lead management
9
Email marketing
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Role-based user permissions
8
Single sign-on capability
8
Social data
8
Social engagement
8
Mobile access
8

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