ZOHO CRM : Simplifying Sales Process and Automating Operations
November 04, 2024

ZOHO CRM : Simplifying Sales Process and Automating Operations

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho CRM has transformed our sales and marketing landscape! Its user-friendly design and flexible customization options have simplified our workflows. What truly sets Zoho apart is its commitment to customer success, evident in its expert onboarding and ongoing support. The CRM has simplified our sales process within the organization i.e. from lead generation to lead closures. We have a full transparency within the sales team and their day to day activities within the organizations.

Pros

  • Simplifying Sales Process
  • Streamlining Email Campaign
  • Real-Time Data Analytics

Cons

  • Detailed Documentation to understand the features more in details.
  • Integration Issues were initially but later got resolved
  • Personalized Onboarding could help Initial Issues.
  • Increased Productivity
  • Automation of Manual Tasks
  • Improved customer turn around time
After thoroughly evaluating leading CRM solutions, including Salesforce, HubSpot, and Microsoft Dynamics, we selected Zoho CRM for its exceptional value, versatility, and customer-centric approach. Zoho CRM stands out us in term of comprehensive feature support, Integration and automation and most important user-friendly interface.

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 has really helped streamline our day-to-day sales activities within the entire sales department. Initially, We didn't had such a tool, where we structured all the sales details in such a structured and transparent way, Introducing Zoho CRM has helped us in transparency within our sales team. It has really automated lot's of manual tasks.

Zoho CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

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