Overall Satisfaction with Zoho CRM
Zoho CRM is used from the initiation of the lead till the realization of the revenue from the customer for the sales process. It helps the key stakeholders to keep track of sales funnel. Apart from that we also use it for the customer on-boarding workflows. Zoho helps create/modify workflows without writing any code.
- Workflows in Zoho CRM are very easy to design and work really well.
- Blueprint in Zoho CRM is a great feature which can help in seamless process execution.
- Adding custom modules help us use Zoho CRM for more use-cases than just lead and customer management.
- There are limitations in few places like number of layouts in a module, etc.
- Customer support is not that great.
- At times, there are bugs which create race conditions. There is no way of getting those fixed by Zoho.
- Zoho ensured reduced on-boarding time of leads.
- Zoho increased visibility in lead analysis and thus helped us stop non-productive channels.
End of the day Zoho is only a tool and as good as people implementing and using it. Although zoho crm provides good options to store data about customer with integrations with other zoho products to improve CX, but data retrival is not as seamless. In the era of AI, this aspect can be improved significantly.
More or less all of them were approximately same. What stands apart Zoho is, there is no implementation cost. Also we took Zoho One which has multiple products and was useful for us. The cost of Zoho One was lesser than other CRMs and it was offering us multiple other products as well.
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 Feature Ratings
Using Zoho CRM
80 - Sales, Marketing, Product Manager, CX, Operations, Legal, Risk Management, BI and Senior Management
2 - Semi-technical resources trained in Zoho tools. Additional background of sales operations which is optional to have.
- Lead Management
- Tracking Customer Onboarding
- Pipeline Analysis
- Customer Onboarding Workflows
- Document movement and tracking
- Affiliates invoice collection and payment workflow
Configuring Zoho CRM
1. Try to look about the org structure and product offerings at least for next 2-3 years.
2. Document all the configurations.
3. If workflows are complex, try to hire a good consultant.
4. Have a plan on how to change the configuration in future, because that becomes a lot difficult.
Some - we have done small customizations to the interface - We made changes in layout and table structures only. It is only to help the users to have easy access to important information which becomes difficult in default layouts.
Some - we have added small pieces of custom code - We have done it for few things which are not available by default, e.g. round robin assignment of leads. It is easy if there is basic knowledge of any scripting language.
Using Zoho CRM
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Lead Management
- Pipeline Tracking
- Lead Prioritization
- Workflow Management
- Updating lead with notes
- Analysis on free text
- Standardizing the free text updates
Yes, but I don't use it