Zoho CRM

ZOHO - A economical option for Mid sized organisation that cannot deploy salesforce or SAP

Comments: Mindblowing , Perfect for Small and Mid sized organization , and can be deployed without hiring high end technical person

Pros:

The price , It is way to economical as compared to salesforce or SAP , that requires tons of financial input , and even after that Salesforce need expert manpower to manage and calibrate as per your organization need

Cons:

Since I have been working as Salesforce developer as well and I am certified salesforce coach , I can say Zoho is perfect on its part , The only backslash is the community behind salesforce is much stronger than ZOHO developers and that where it need to focus on , rest it is perfert

Alternatives Considered: Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Zoho CRM: I was getting what my client needs in his budget

A good Product Where Everything is Limited for You to Upgrade

Comments: 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.

Pros:

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.

Cons:

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.

Alternatives Considered: HubSpot CRM

Reasons for Choosing Zoho CRM: 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.

Switched From: LeadSquared

Reasons for Switching to 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

A smart tool to mange your CRM data

Comments: 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.

Pros:

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.

Cons:

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.

Alternatives Considered: Bitrix24

Reasons for Choosing Zoho CRM: When we were using sugar CEM we don't have much features which we get from Zoho.

Switched From: SugarCRM

Reasons for Switching to Zoho CRM: Initially it was free to use, so we chose to go with Zoho CRM

Zoho CRM is a great alternative to Salesforce and other similar platforms

Comments: It's had it's hick ups here and there, but overall it's performance has had a positive affect on our company

Pros:

The ease of integration across their entire suite of products

Cons:

Lack of tutorial videos or decks when we were first implementing in the company

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing Zoho CRM: We were already using other Zoho suite products so it made sense to implement company wide

Switched From: Pipedrive

Reasons for Switching to Zoho CRM: Ease of integration and deployment

Easy, simple, inexpensive

Comments: Overall the experience is positive, the system is inexpensive to begin with, but each new user after 5 is billed $600 which adds up very quickly.

Pros:

The software is very easy to install and use, very little training is required for using the main functions and user can start populating it immediately

Cons:

Contacts and leads are backwards: in Soho a contact is a prospect and a lead is just a name, any other CRM will treat leads as prospects and contacts as names that may become leads. That is very confusing for any one who has used a CRM before and it is not covered during the very basic training. Training is rudimentary at best, or expensive for any additional training

Alternatives Considered: monday sales CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Zoho CRM: price, ease of use, ease of implementation, full feature set