A MUST for sales and marketing function
Updated May 08, 2024
A MUST for sales and marketing function
Score 9 out of 10
Vetted Review
Verified User
Software Version
Other
Overall Satisfaction with Zoho CRM
We use it for the entire spectrum of Pre-sales, sales, and post-sales record management. However, we use GetResponse for email marketing, although Zoho CRM does have Zoho campaigns as well. Record management includes lead entry, appointment setting, follow-ups, post-sales support records such as invoices, payment receipts, and the like. It is also our go-to for long-term customer relationship management. Zoho CRM helps us keep a close eye on tele-caller activity and empowers them to schedule such in a very organized way.
- Customer record management
- Sales management
- Salesforce monitoring
- Automatic generation of customer web details such as social media activity, etc.
- Downloading reports to Excel, etc. is still a bit archaic
- None other for now. We love Zoho CRM
- definitely positive ROI
Once a customer record is created within zoho, it offers multiple features for updating details and uploading associated files as well. The email marketing feature is equally useful and one can maintain a track of follow-through emails sent. In the next step, the "type" and "status" of the lead can be customized and aggregate reports can be used for monitoring performance. The android app also makes it easy to update records via cell phone and also maintain clear call logs (including call purpose - be it sales or support or collection). Comes highly recommended for both B2B and B2C business types. We use it for B2C
- Definitely a solid ROI, we never needed to quantify
- None other
It was selected based on consultants' recommendations and overall cost.
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
4 - Zoho is used by (1) sales (2) marketing (3) Collections and billing and (4) The managing partner. The initial lead record creation and follow-through status is maintained by sales. marketing uses it at a more aggregate level and for custom campaigns (emailers and sales analyses). The collection and billing person uses it more at a cursory level to check collection records. The partner uses it for supervision of these 3 functions
1 - Given our usage, we rely mainly on the zoho support team for escalations. Further, the single point of contact (SPOC) for initial escalations is the marketing specialist who is adept at using the software. Overall we recommend a stronger involvement of marketing function in supporting zoho. The product does not have too mainly technical complexities and the support team is fast to resolve queries, if any
- post lead generation handling (prospecting, deal closure)
- Post customer enrollment handling (service event logs)
- Strategic and tactical marketing and sales decision support
- Billing and collection operations
- Collections turned out be an unexpected benefit given the deep record management features in zoho
- the zoho mobile app came out to be yet another winner! The app integrates well with calls and logs the call duration as well. The handling personnel can retain notes of the call purpose and this helps us keep track of sales and servicing time invested
- closely exploring zoho campaigns for email marketing
- human resources is yet another function where the system can retain key docs including ones for employee induction and training
Evaluating Zoho CRM and Competitors
- Price
- Prior Experience with the Product
Prior experience and given the scale of our ops, it turned out to be sufficient and less complex.
Would identify more parameters, especially workflow automation and marketing automation simplicity.
Zoho CRM Training
- No Training
I would recommend training. Our adaptation to it was slow and initially non-critical. We recommend getting trained so that ramp-up is swift. The software is intuitive and won't cause too many hurdles.
Zoho CRM Reliability
Integrating Zoho CRM
Troublesome. One can port data from GetResponse to Zoho CRM but not the other way round. One again needs some added software for full-cycle integration. So, GetResponse users, beware - this is a pain point.
No foreseen response from GetResponse or Zoho
- API (e.g. SOAP or REST)
Please check with Zoho in high detail prior to onboarding. Some software may not sync easily and sync may need added software! and thus costs!
Relationship with Zoho
We used their primary paid plans and there was little room for negotiations there. However a larger, B2B client with multiple accounts was given some leeway through added benefits
1. Please test our zoho with their free accounts feature. That is the first step to "shock test" the software for your particular use 2. IF possible, please use their support documentation so that one does not have to wait till support responds 3. One can negotiate to an extent if the number of user accounts is very high and the company is responsive in such cases 4. When buying CRM, please ensure that it integrates seamlessly with any other closely related applications like email marketing. 5. In case your email marketing campaigns are not too strategic, I recommend using zoho campaigns itself since its from the same company