Zoho CRM Plus is my "go to" for campaigns and social media marketing.
June 24, 2020

Zoho CRM Plus is my "go to" for campaigns and social media marketing.

Kris Diehl | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho CRM Plus

At Pemco, we have been using Zoho CRM and recently upgraded to CRM Plus in order to take advantage of the additional applications that come as a bundle. The modules that are most frequently used are Zoho Social, Zoho Campaigns, and Sales IQ. I also have had some marginal success with Zoho Survey. Most of our activities work towards lead generation, customer follow-up, sending quotes and tracking sales.

Within just the CRM I mostly use Accounts, Contacts, Leads, Invoices, Reports and Forms. I am a solo user responsible for digital marketing and customer follow-up. CRM Plus allows me to integrate several aspects of marketing into one platform.
  • I use Zoho Social the most. There is a feature called "Bulk Scheduler". By uploading a spreadsheet with a number of posts I can schedule out up to 300 social posts to our Facebook, LinkedIn, Twitter, and Google accounts at once. Then on the specified day and time, the posts go live. I typically only do a couple of weeks at a time so that I can keep the posts relevant to topics we are concerned with.
  • Pemco sells surgical instruments to hospitals. The end users are the surgeons. Surgeons may have privileges at multiple hospitals. In order for us to accurately reflect the information about our doctors and hospitals, Zoho CRM Plus has a "many-to-many" feature. This allows doctors to be associated with multiple hospitals, and hospitals to have many doctors associated.
  • I use the territory management feature to track sales by representatives. This is also a feature unique to Zoho CRM Plus. This helps us track commissions for the reps.
  • Our sales are done through purchase orders. We have no e-commerce. Therefore, in order to get invoices into Zoho, I have to work with a 3rd party to integrate the data with our financial data. It is tedious to get it correct. Not all the data integrates properly. It would be nice if Zoho had a more simplified way to integrate QuickBooks with CRM Plus
  • While there is a way to deduplicate contacts, leads and accounts, there currently is not a way to deduplicate products. I would like this feature added.
  • I appreciate the important features of CRM Plus that I use such as Territory management and 'many-to-many" relational database. As a single user, I do not have the need for gamification, Blueprint, and many other applications. I would like an option to better customize which module I use and then get credit back to take off the modules I don't use.
  • It has been hard to tell since our CRM Plus does not integrate with our financial data. Also our end users are not the primary purchasers of our products.
I utilize HubSpot to gather data based on IP addresses from customers who visit our website. I do not use Zoho CRM for forms since the customization is clunky to design. HubSpot collects account data from the form and that helps me evaluate to sales potential of that account. Then I use Zapier to Zap the info into Zoho.
Zoho CRM then is used to reach back out to the customer and begin tracking interactions
The tech support is outstanding. When ever I have a question or need help, the chat and email conversations are timely and quick to respond. the video tutorials and the online documentation are well written.

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Zoho CRM Plus is rich with applications to address sales, marketing, post-market follow-up, social media marketing, customer portals for addressing concerns. It is appropriate for larger companies with multiple users. There are many customization options. Tracking sales by territory, filtering groups for email campaigns by customer and getting data on open and click rates are great features that I use.
I have not gotten a vote of confidence from our accountants to use Zoho for financial data, for example, billing and invoicing. So we still use QuickBooks and have to integrate