Zoho CRM Erfahrungen

Die Wollmilchsau unter den CRM Tools mit vielen Baustellen und unterirdischem Support

Kommentare: Eine eierlegende Wollmilchsau zum Billigpreis?!
Jein, allerdings wie so oft
"wer alles kann, kann nichts so richtig!" Der Umfang ist schier unglaublich, was gleichzeitig auch der größte Nachteil ist, es bedarf sehr viel zeit sich da rein zu arbeiten und schnell stößt man überall an die Grenzen der Tools.
Propagiert es zum Beispiel den Ersatz für Calendly, Zoom, Google Drive, Zapier zu bieten, ja auf den ersten Blick schon auf den zweiten Blick stellt sich heraus, nein Zuverlässigkeit, Qualität und Support sind meist mangelhaft.

Vorteile:

Der Umfang an Tools ist der beste Vorteil, gleichzeitig auch Nachteil. Man kann schnell starten und findet eigentlich fast alles, was es online braucht um Marketing zu betreiben. Für den Umfang ist es Billig, anders kann man das nicht sagen... Allerdings spiegelt sich der Preis auch in der Leistung wieder... Man kann sehr viel selbst reinprogrammieren, was einem fehlt. Dafür benötigt man allerdings entweder viel Zeit oder Kapital um es machen zu lassen.

Nachteile:

Viele Tools sind zu einfach gehalten und es fehlen essenzielle Einstellungen. Schnittstellen funktionieren nicht, auf Nachfragen wird nicht reagiert, erst die Frage bei der anderen Seite der Schnittstelle ergab, dass dort seit Monaten die Rechnung von Zoho für die API nicht bezahlt wurde und daher die API deaktiviert ist. Das ist der Punkt gewesen, an dem ich dann Zoho verlassen habe! Vom „Kundenservice“ nach nun 2 Wochen immer noch keinerlei Reaktion seitens Zoho dazu. Viele Tools stecken noch in den Kinderschuhen und BUGs zu melden sollte man öfters einplanen. Einmal installierte Tools kann man nicht mehr deaktivieren und so entsteht nach anfänglichen Tests ein enormes Durcheinander. Nicht mal der Support hat die Möglichkeiten ungenutzt überflüssige Tools aus der App Übersicht zu entfernen.

In Betracht gezogene Alternativen: Odoo und Pipedrive

Gründe für den Wechsel zu Zoho CRM: Günstiger und umfangreicher im Nachgang ein Fehler der mich viel Zeit/Nerven gekostet hat. Nun gehe ich wieder auf einzelne Lösungen, ich mag es, wenn alles funktioniert und der Support 5 Sterne Niveau hat.

Your clients in the cloud

Kommentare: In my organization we need to have access to our customers' information, anywhere, so we think we should migrate everything to Cloud, and Zoho helped us to do it quickly and easily.

Vorteile:

Easy, everything is everywhere, easy to access even from the cell phone, it is incredible that all the information is online. It helped me a lot not to depend on sitting in the office to work.

Nachteile:

It can be adapted for all companies, however for Latin America and certain information such as the NIT field that is not found but solve it by generating an alphanumeric field

In Betracht gezogene Alternativen: Dynamics 365

Warum Zoho CRM gewählt wurde: We needed a cloud solution, in order to have access to information outside the office.

Zuvor genutzte Software: Dynamics 365

Gründe für den Wechsel zu Zoho CRM: The price.

I chose ZOHO years ago due to the costs, and I've never regretted

Kommentare: We've been working together with Zoho for many years, and we've added some unique features to our B2B sales process. The personalization process was simple, and there are a ton of well-explained articles and support videos available. All of the new hires have so far been able to pick up on the system very quickly. However, a CRM system is only as good as its upkeep. The management is very simple, for instance, we use a telephone bridge with Sipgate to have all calls enter the system directly and manage the salients with a single click. Electronic mail forms can be freely created without restrictions and sent directly from the system to one person or as a campaign to a number of potential donors. This has significantly accelerated our sales. I was initially concerned about the support, but Zoho provided a support agency that responds quickly and offers assistance.

Vorteile:

Our main challenge in B2B sales and technology is, obviously, to use multiple employees at once to process customer feedback. With Zoho, there are numerous opportunities to design custom customer interest maps for each product. This way, every manager is aware exactly what to ask for the next time they speak with a client. We have mapped out every step of our sales process using software, from campaign selection through initial launch, calls, and closing or, to put it another way, the full life cycle of a sales opportunity. This creates clear structures and enables us to measure many processes that we could previously only estimate. Both the revenue forecasting with dates and probabilities and the workflows, which are simple but effective, reduce unnecessary clicks. The integration of external or other Zoho products is incredibly simple. Writing my own scripts is interesting to me as an IT professional.

Nachteile:

Theoretically, a Zoho user has the option to use add-ons to manage numerous other business functions in addition to the CRM, including the website, finance, and other areas. However, to my taste, this can sometimes seem excessive. I ignore the other add-ons and concentrate only on the CRM's strengths. Because we generate a lot of emails using the tool, it is inevitable that some will be blacklisted and blocked as soon as one of the sending IP addresses is marked. The contacts are then abruptly locked out of the CRM, which is upsetting given that you were previously in regular contact with the customer. As a user, you have little power at this point. Detailled dashboards can be created in the reporting area, which works very well. Unfortunately, there aren't many options for calculating fields.

Zoho Review

Kommentare: the System itself is good, the back end not so good.

Vorteile:

makes application for us streamlined and easy

Nachteile:

Developers are slow, often get requests wrong.

Zoho has been my best friend for years

Kommentare: Overall we've been super happy with Zoho CRM. We've been using it for many years now and plan to continue using it. If I had to start over again I'd pick Zoho again.

Vorteile:

I've been using Zoho CRM for what seems like forever and I've liked it since day one. It's easy, intuitive, and a pleasure to use. Plus it was one of the first CRM's with a mobile app back in the day.

Nachteile:

It's gotten a little long in the tooth but I think they are upgrading it again soon. Nothing is wrong, I just like getting lots of updates.

In Betracht gezogene Alternativen: Act!, Pipedrive, monday.com, Podio, Salesforce Platform, HubSpot CRM und Zendesk Suite

Warum Zoho CRM gewählt wurde: We tested and continue to test different CRM's and Zoho was the best fit for us and continues to be. We came from an old desktop based CRM and wanted to be cloud based.

Zuvor genutzte Software: monday sales CRM, Act!, Pipedrive, monday.com, Podio, Salesforce Platform, HubSpot CRM und Zendesk Suite

Gründe für den Wechsel zu Zoho CRM: Zoho had great customer service and a very easy platform to use. They were cloud based early on and that was a big deal for us back then.

Zoho CRM allowed me to improve customer satisfaction and increase sales very quickly.

Kommentare: Zoho CRM offers a wide variety of benefits for companies looking to manage their customer relationships more efficiently. The platform is easy to use and offers a wide variety of tools and features to manage sales, marketing, customer service, and process automation. Additionally, Zoho CRM easily integrates with other business applications, allowing companies to manage their internal processes more efficiently. Zoho CRM's pricing plans are reasonable and tailored to the needs of businesses, making it an affordable CRM solution for businesses of all sizes.

Vorteile:

As a Zoho CRM user, I can say that it is a useful tool for managing customer relations in my company. The platform is easy to use and offers a wide variety of tools and features to manage sales, marketing, customer service, and process automation. I like that Zoho CRM easily integrates with other business applications, allowing us to manage our internal processes more efficiently. In addition, Zoho CRM's pricing plans are reasonable and fit our company's needs.

Nachteile:

Although Zoho CRM is a useful platform, it can be overwhelming for new users. The number of tools and features available can be confusing at first, which can take some getting used to. It can also be difficult to find the information you need on the platform, especially if you've never used CRM software before.

A snapshop of Zoho CRM

Kommentare: It is a great tool , with ease of use , definitely recommend it .

Vorteile:

Its Ease of use ,user friendly interface, easy to integrate with other softwares.A great tool to tracking all your socials dm responses for facebook, Twitter , Email and whats app.Allows you schedule your social posts to be published when convenient for your business as well as when you have high traffic on your account.Ability to classifying issues and ability to create different views/dashboards and assign specific individual's with in same department so each user can focus on a particular task.Tasks and Macros that serves as as reminder of task you need to complete.Ease of getting reports ,

Nachteile:

Instagram DMs to also be integrated in Zoho,Whats app chat log report to also be among the reports someone can generate to help see how fast the agents are replying to chats.

Zoho CRM product review

Kommentare: As I started using Zoho, I found that the software was generally easy to use and customizable to my specific business needs. I appreciated being able to tailor the software to my workflows and preferences, which helped me save time and increase efficiency. The range of features and functions available in each tool was impressive, and I found that I was able to do everything I needed to manage my business from within the Zoho platform.While I did encounter some challenges with the user interface at times, I found that Zoho's extensive documentation and support resources were helpful in addressing these issues. I also appreciated the range of integrations available, which made it easy for me to connect Zoho with my existing software ecosystem.Overall, my experience with Zoho has been very positive, and I would recommend it to other business owners looking for a comprehensive suite of tools to manage their companies. While there are some potential drawbacks to be aware of, I have found that the benefits of using Zoho far outweigh any limitations or challenges.

Vorteile:

Zoho's software is highly customizable, allowing us to tailor it to our specific business needs. This has been especially helpful for our business since sometimes we may have unique requirements for our workflows.

Nachteile:

While Zoho does integrate with a wide range of other tools and platforms, I noted that there are limitations to these integrations. For example, certain third-party integrations may not work as seamlessly as I would like or may require additional setup or configuration.

excellent software

Kommentare: Overall, Zoho CRM is a solid and modern software that can help businesses manage their sales, marketing, and support on a single platform.

Vorteile:

I like that it has an intuitive user interface and excellent third-party integration features, which is why we are very comfortable with this tool. It also helps me increase work efficiency.

Nachteile:

As for what I don't like, I don't have any negative opinion about the software. As far as I can tell, this tool is very complete.

a comprehensive and highly customizable customer management tool.

Vorteile:

The best thing about the tool is its ability to adapt to my specific business needs and to customize every aspect of my sales process, from lead generation to customer service.Among the features I like most about Zoho CRM is the easy setup of custom fields, which allows me to add business-specific information for my prospects and customers. In addition, the tool is highly scalable, which has allowed me to easily add new users and customize their permissions and roles.

Nachteile:

can sometimes be overwhelming due to the sheer number of features and options available. However, Zoho's technical support is excellent and they are always available to help resolve any issues or questions.

Excellent customizable CRM with great features - Value for Money!

Kommentare: For the price point, this is a great CRM with unique features. Highly recommend this for any business who are new to CRM and are looking to expand

Vorteile:

1. Its straightforward and easy to setup2. Ease of use for a new user3. Integration features available with other Zoho products4. The new design system of canvas for designing the CRM layouts

Nachteile:

1. The interface is pretty basic. The user experience can be enhanced with a revamp to the look of the product.

A smart tool to mange your CRM data

Kommentare: Its a great tool, initially we are much favor of using this platform, but over a period of time, we are not able to work with out Zoho tool. We were dependent on multiple tools to manage our data and the Zoho platform has come as a great support.

Vorteile:

The new analytics feature is one of the great option which helps us to visualize the details in a pictorial format like graphs, chart etc. The huge number of customized filed allowed by the platform make us agile in presenting and managing the data. Predefined reports is a plus and it reduce the TAT of creating everything from the scratch.

Nachteile:

For some reason, I am not a great fan of new reports creation flow. The old ways of creating the reports has 2 columns and we can chose what we need and what we don't. Now also we have the same concept but in a parent and child flow. May be we are used to the old workflow and it might take for us to get used to the new reports.

In Betracht gezogene Alternativen: Bitrix24

Warum Zoho CRM gewählt wurde: When we were using sugar CEM we don't have much features which we get from Zoho.

Zuvor genutzte Software: SugarCRM

Gründe für den Wechsel zu Zoho CRM: Initially it was free to use, so we chose to go with Zoho CRM

Easy to use, monitor leads and manage team assignments

Kommentare: As a less expensive option, this is what I recommend to all of my clients. If you're comfortable with the platform, it will serve you for the rest of your life. It's been a wonderful experience. You may receive answers quickly and easily by chatting with a member of their chat support team.

Vorteile:

Zoho is a good alternative for clients who don't want to shell out money for Google Workspace. It accomplishes its purpose. My satisfaction with their efforts is based on the fact that they are attempting to make their platform accessible to everyone. Much of it is configurable and we were able to put it up 90% of the way we wanted. It's a breeze to use and keep track of.

Nachteile:

I'd like it if the platform's many sections were made a little easier to configure and understand. In my opinion, they are attempting to mimic Google Workspace, although I am more familiar with Google Workspace's features. I'd love it if I could make my email software look and work just like gmail.

Great product for SMB companies

Kommentare: We are an SMB business to business company and this suits our needs very well. The CRM features allow for tracking customer data easily. It’s not as feature rich as Hubspot, but HubSpot is probably more appropriate for larger companies anyways.

Vorteile:

The user interface is pretty easy to understand, there are good features, like web forms and workflow automations, and the price is not as high as other CRMs.

Nachteile:

The support is not that great because they are not based in America. It’s acceptable, but sometimes they can’t understand what I’m really asking.

In Betracht gezogene Alternativen: HubSpot CRM

Warum Zoho CRM gewählt wurde: Zoho has more sales-oriented features, like Activities and tasks, plus it let you create custom modules, which we wanted to use for tracking certain info throughout our sales process.

Zuvor genutzte Software: ActiveCampaign

Gründe für den Wechsel zu Zoho CRM: The price was more reasonable for the features we needed.

Great product for a small start up

Kommentare: I always recommend Zoho before I recommend SalesForce. It is a best-in-class product.

Vorteile:

I recommend Zoho very often. A lot of companies go big earlier than they really need to and spend way too much on SalesForce & Marketo. I worked for a very small company with some limited budget that pivoted to sell it's product to the Enterprise. Zoho was incredibly easy to set up, intuitive to use, and contains all the most important features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredible effective acquiring leads, nurturing them, and tracking pipeline in Zoho. Our small sales team found it very easy to use and loved it.

Nachteile:

There's a point when you need a more robust integration eco-system and a lot of customization. This isn't really a con per se, but Zoho, by being not as complex and customizable as SFDC, will eventually need to be replaced. This should last you many years before you outgrow the functionality.

In Betracht gezogene Alternativen: HubSpot CRM

Warum Zoho CRM gewählt wurde: Pipedrive was new and very limited in it's functionality.

Zuvor genutzte Software: Pipedrive

Gründe für den Wechsel zu Zoho CRM: Functionality and cost

A good Product Where Everything is Limited for You to Upgrade

Kommentare: It was a very neutral experience. Be sure to have big bucks to spend when migrating to this software because everything they own are bespoke; you want something you have to buy it. And its neverending for them to keep pushing you to the highest plan.

Vorteile:

It is similar to SalesForce. Easier to use when you can just plug and play certain things and features. Their customer service is good though. Helped me a lot when i go through certain blocks of work that needs to be done.

Nachteile:

You got to keep spending a lot of money for every features that you wanted to customize. The sales will keep ask you to buy the higher package for you to fulfill basic requirements.

In Betracht gezogene Alternativen: HubSpot CRM

Warum Zoho CRM gewählt wurde: To explore a product that has similar features and functions like Salesforce and cost effective. Plus we were looking for all in one package for Marketing and Sales including Customer Service.

Zuvor genutzte Software: LeadSquared

Gründe für den Wechsel zu Zoho CRM: We were promised that Zoho CRM can do the stuffs that lacks in our previous product used (Leadsquared). Apparently for us to use the said features we never knew that we had to subscribe for a higher subscription to get what we really wanted. Its too late as we have migrated to Zoho CRM

Customizable CRM Offers Great Flexibility

Kommentare: Transitioning into a new CRM always is a huge change and undertaking across the board. We have only really experienced positive changes that have pushed us for better and more time efficient performances. Being able to transition was smooth and successful and we are able to bring all departments on board on the use of this.

Vorteile:

This CRM offers customizable automations to really streamline your work experience. We use this to assign and set tasks for clients plus review employee performance. We have been able to completely eliminate Google Docs and move over to politely Zoho to track and record stats. Being able to personalize your home screen is a major plus. Our Sales Team has also been able to be fully integrated onto the platform and can set up leads in the system. The transfer over to this CRM has been much easier than it would be on most platforms and our team members have are soon going to be utilizing email functions through this, as well. I’ve loves the overall experience of learning this platform and discovering how truly time saving it has been for everyone across the board! I would highly encourage the use of this CRM across almost all business platforms due to its customizable options!

Nachteile:

We would love to seethe option for color coding and the use of all emojis across the system. There is limited use on those and we would like to be able to set tasks with symbols by them or have them tabbed with a color.

Everything you need straight out the box

Kommentare: We are learning that the way we were qualifying leads and moving them through the sales funnel could be made a lot easier using Zoho. Zoho has made it a lot easier to see what sales are coming in and from where.

Vorteile:

Social, email and CRM functionality are all housed in one place. The email campaign section makes it easy to warm leads up before sending them to the CRM module. Easy to set tasks for the sales team and then report on what has or has not been followed up.

Nachteile:

There's a lot of functionality and application within Zoho, I don't believe we will get around to using them all. The email Campaign section doesn't always pull the correct stats back through to the CRM module. There is no ideal process of qualifying leads, we had to seek external support.

In Betracht gezogene Alternativen: NetSuite und Salesforce Sales Cloud

Warum Zoho CRM gewählt wurde: We wanted more functionality and Zoho was very competitively priced.

Zuvor genutzte Software: Act!

Flexible CRM

Kommentare: Overall, I enjoy using Zoho CRM. It does everything I need it to do. I still rely on other tools to schedule emails and take meeting notes, but I still track everything back to the trusty CRM. Also, their support is very sincere and helpful. They go above and beyond to ensure a problem gets fixed in a timely manner.

Vorteile:

- Very flexible and extensible. You can set up the CRM process to work just as you would like it to. - Integrates with Zoho's other tools seamlessly (Books, Sales IQ, Campaigns) - Has an excellent mobile app that can log calls and can take voice/text memos - Email tracking is built in! - Recurring tasks can be added for contacts, vendors, and opportunities

Nachteile:

- The UI is not great. There is too much wasted space on the screen at all times, no matter what page you are viewing. - The UI is slow. Every single action requires a new page load. - You cannot schedule emails - Incoming emails cannot be synced

In Betracht gezogene Alternativen: Insightly und Nutshell

Warum Zoho CRM gewählt wurde: I wanted to integrate with live chat. Also, Pipedrive does not separate leads from contacts and I needed to be able to do that.

Zuvor genutzte Software: Pipedrive

Gründe für den Wechsel zu Zoho CRM: The price point and flexibility of the software.

You get what you pay for

Kommentare: Unlike my other review, I only used Zoho as a user, not as an administrator. I can't comment on the customer service, as I never had contact with them. I'm aware of the pricing as I shopped them before choosing the CRM my team uses now. Basically, this is a great free database, accessible by multiple users. It is not a great pipeline tracker. It is not a great system for an efficient data entry process.

Vorteile:

The best thing about Zoho is that it's free for up to a number of users. Great for a small business who doesn't have a budget for CRM yet and needs somewhere to store information and search it later. It can be simple to use. I always look for a system that you can enter a very minimal amount of information into in order to store a lead or prospect. Zoho is definitely capable of that. I have used this in conjunction with inside and outside sales teams together. It was simple enough for the inside team to look up an account that calls in to see if they've had contact with an outside rep, and vice versa. It's nice that it has a mobile app, though when I stopped using it it was still the least intuitive/useful app I had on my mobile devices.

Nachteile:

I've used other CRMs, and I noticed that using both Zoho and another (Salesforce) it is very common to happen upon duplicate prospects in the system. It seems like the way an account is entered is not as intuitive in detecting that the account already exists. I've used others that will suggest any contact, address, phone number, name or business that already exist in the company's pipeline literally as you're typing them. With Zoho it's more like you look up each data field first on your own to be sure the account doesn't exist before entering it. That can be pretty tedious for an already tedious job like assisting our reps with data entry. The result is lost notes, because some are on one of the duplicates and some are on the other. I've seen this particular problem cause a lot of lost time and energy for outside reps in particular, who go out to an account not knowing the most up to date information about it. I also found the other tools to be less useful than in other CRMs. For instance, generating a report on your pipeline and what stage the accounts are in. Other CRMs in a similar price range are easily capable of telling a user how many prospects are in follow up or final stages of the sales process. While using Zoho, I actually tracked my pipeline on my own separately using a spreadsheet. It was easier and more intuitive than the CRM offered. Now, leading a team, I would not use this CRM and this would be a big reason why. I can't imagine trying to track the progress of our leads via a team using this CRM's tools.

Becoming Best of Breed

Vorteile:

Overall, Zoho's CRM is about as robust as I've seen. It has a crazy amount of connectivity with other Zoho apps and integrates really well with G-suite apps too. Of all the CRMs I've tested, and I've tested dozens for at least 4 business models, Zoho seems to be the most flexible and cross-vertical friendly. There's plenty of competition and many that are designed for specific types of businesses, but what I'm finding is that just about any type of business (i.e. project management, online or web-based business, consulting, marketing, photography, etc) it can be customised to fit very well. You do have to be ready to put the time to set up your business though and that's true for any CRM. Yes, maybe some are a bit easier and faster, but if you're like me and like to bolt on new services, you'll appreciate that Zoho is likely going to still work for you, meaning less time having to start all over again.

Nachteile:

So here are the things you have to remember when choosing Zoho. Go for Zoho One! It's worth it to get all the other apps for the difference in cost. Chances are, you'll spend a lot less by staying with Zoho and dumping all the other API'd apps that Zoho can already handle. Another thing that you have to be aware of is that their service and support can be excellent, but that depends on the rep you get at the other end of the line. My advice is to be very thorough in explaining your request and don't let them start solving issues until you know for sure they really understand what you want. Another issue is that they don't support on weekends. For many that may not be an issue, but when you live and work in a time zone or business area that needs that, time to solve issues and not get in the way of daily work, that may matter to you. But overall, I can say that from the time I started using Zoho's suite, their customer support has improved vastly! You will also find you have the need to figure out some workarounds on issues that are core to your business. Sometimes things can be customised, but not always. For example, it's a pain to have it set up for people or contacts who are associated with multiple businesses, something that's rather common in my space. Again, if you get the right technical help, you can solve issues like these. Their documentation and help videos are just OK at best. I find them very confusing and too technical at times, and I'm a pretty technical person, so once again, this means you'll be depending on their support team and you'll want to be ultra clear on what you want to accomplish.

Zoho review

Vorteile:

The best CRM for customization. Incorporate every one of the components of client/prospect association. Work process Tools that location: advertising, projects, social, client care, messaging showcasing, stock, HR the board, and so on Track connection from online courses. Different modules to address organization needs. Past the fundamentals of contact the board, work processes and custom fields. Particularly simple to track down correspondences. Know where you stand with leads, arrangements and clients. Matches up with other Zoho items, as well as numerous outer frameworks, for an associated work process. Accessible API for making custom application combinations. A clear method for making custom work processes and endorsements with Blueprint Strong interaction the executives and mechanization. Self-administration entries add to the force of the CRM. Various Zoho valuing plans/levels let you scale to your requirements. Zoho One is a straightforward and reasonable across-the-board arrangement. Zoho is reliably working on their items. Phenomenal obligation to item plan and usefulness. Zoho reacts to input. Sound suggestions advance into Zoho items. Exceptionally instinctive and simple to utilize. The best CRM for the cash. The best CRM I've at any point seen and I've attempted them all. Valued far beneath the opposition. Incredibly easy to add and design outsider incorporations Zoho will indulge you. Maybe great client service. New elements and updates constantly. No restrictio

Nachteile:

Instructional exercises need improvement. Questions are emerging during the execution that you should involve a Zoho guide for. Coordinating can be confounded, and not predictable. A portion of the items is not at a similar degree of cleanliness as Zoho CRM. The AI collaborator doesn't appear to add a great deal of significant worth. Need to have an Internet association. Membership evaluation is per client versus gatherings of 5 - 10 clients. There are highlights you'll need in Zoho One. Support has immensely improved, however it relies upon who you get on the web. Observe documentation and help recordings confounding and excessively specialized now and again. You want a reasonable comprehension of your requirements to distinguish which Zoho modules will meet them. Occasions (arrangements) are consequently set apart as shut when the date shows up. Need to see what my colleagues see on other clients' schedules. Booking a call is lumbering Updates need more choices like a multi-week, fourteen days, and so forth The Fonts are too large and need to see more on a page. Need a superior method for getting support quicker. Expecting bookkeeping elements and schedule sees Anticipating a visit bot Structures are not greeting pages Searching for unknown prospecting without the need to begin a talk. Absence of record following for recommendations/introductions. Needs inside deals apparatuses for mechanization.

"Streamlining Your Business with Zoho CRM: A Comprehensive and Customizable Platform for Clients"

Kommentare: Particularly for managing leads and clients, Zoho CRM offers a platform that is highly flexible and packed with features. Users can manage their prospects and move them through the sales funnel more easily because to the platform's automation, lead scoring, and lead nurturing tools. Also, users who need to swiftly follow up on leads from various sources frequently choose Zoho CRM because to its interfaces with other software platforms and real-time notifications.Despite the many advantages of Zoho's software products, there are certain drawbacks to be aware of, including a learning curve, restricted reporting options, and email campaign management tools that might not be as sophisticated as those of some rivals. Furthermore, certain users could find the support limits difficult.Overall, Zoho is a great option for organizations trying to simplify their operations and increase productivity because it offers a full and configurable suite of software solutions at an inexpensive pricing point.

Vorteile:

Customer relationship management (CRM), accounting, project management, email marketing, and other business software solutions are all offered by Zoho. Businesses may now manage their operations more effectively from a single platform thanks to this. Aside from it being a comprehensive suite, the features of Zoho software can be specifically adapted to a business's needs and are extremely adaptable. This makes it possible for enterprises to design a solution that is tailored to their particular needs. Lastly, the pricing options for Zoho software are flexible and reasonable, making them suitable for small enterprises. Moreover straightforward and without any additional fees or costs for the pricing plans.

Nachteile:

Despite the fact that Zoho CRM is user-friendly, some users could find it difficult to become familiar with all the features and capabilities of the software. While Zoho CRM integrates with many popular software tools, some users may find that certain integrations they need are not available. Some users can find it difficult to acquire the assistance they require when they run into problems with the platform because Zoho's customer care staff occasionally responds slowly.

One of the best customizable CRM

Kommentare: Zoho has allowed us to optimize our pre-sales and sales efforts. Taking into account, the versatility of the tool to close opportunities. Additionally, we have incorporated the service delivery process using the project module for this procedure. I estimate to be using the rest of the modules of the tool, starting with emailing marketing

Vorteile:

1061/5000 Zoho CRM is the best CRM on the market for the needs of customizing a tool. From Zoho CRM you can integrate all the elements for interaction with customers or future customers. Zoho is the only tool from my experience that allows to create, through a simple algorithm and conditions, the workflow of an area. Start with a client, potential clients and opportunities. From there the flow continues according to what the company has defined. From this tool you can cover the initiatives oriented to prospects and clients: marketing, activation project, indicators, social network management, customer service, emailing marketing, inventory, human resources management, among other features. It is one of the tools that allows to start its use from the interaction of webinar It really allows to integrate the modules according to the company's need. Even. Important that prestigious organizations use this tool to manage customer requirements

Nachteile:

Points that could be improved from this excellent CRM tool, is to include tutorial guides, as well as include a base configuration of a CRM, that is, show an initial configuration of the use of the tool. Taking into account, simple modules to implement the tool in any organization: social networks management or emaling, capture the prospect, add opportunities, billing management, customer registration. Allow to have a Zoho advisor to implement the tool. More for the questions that may arise. Taking into account, being able to add your workflow is one of the best features of this tool, however, it would be of added value to have examples within the same tool. Allow user to do exercises of this workflow, and with this it would be easier to implement customization

Best-in-class for most users

Kommentare: I've used Zoho CRM on about 5 businesses over ~12 years and will continue in most cases because of the all-around power and tight integration with other Zoho products.

Vorteile:

Zoho CRM can meet 90% of the needs for 90% of businesses. For most users, it's identical to Salesforce, except significantly less expensive. The UI has improved in the past few years so new users can be running within an hour for basic CRM tasks. Key point: Zoho CRM is very generous with the free-tier, giving about 90% of the key features for up to 3 users. That's really important for small businesses and startups, so they can deeply evaluate the benefit.

Nachteile:

At this level of software maturity, the main advantage Salesforce has is a large ecosystem of extensions. Zoho CRM also has third-party extensions, but far fewer. It largely makes up for that with tight integration to other Zoho products.

In Betracht gezogene Alternativen: Salesforce Sales Cloud

Warum Zoho CRM gewählt wurde: Price and simplicity

Zuvor genutzte Software: Salesforce Sales Cloud

Gründe für den Wechsel zu Zoho CRM: Price and simplicity.