Zoho CRM

Your clients in the cloud

Comments: 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.

Pros:

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.

Cons:

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

Alternatives Considered: Dynamics 365

Reasons for Choosing Zoho CRM: We needed a cloud solution, in order to have access to information outside the office.

Switched From: Dynamics 365

Reasons for Switching to Zoho CRM: The price.

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

Comments: 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.

Pros:

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.

Cons:

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

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

Pros:

makes application for us streamlined and easy

Cons:

Developers are slow, often get requests wrong.

Zoho has been my best friend for years

Comments: 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.

Pros:

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.

Cons:

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.

Alternatives Considered: Act!, Pipedrive, monday.com, Podio, Salesforce Platform, HubSpot CRM and Zendesk Suite

Reasons for Choosing Zoho CRM: 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.

Switched From: monday sales CRM, Act!, Pipedrive, monday.com, Podio, Salesforce Platform, HubSpot CRM and Zendesk Suite

Reasons for Switching to 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.

Comments: 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.

Pros:

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.

Cons:

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.