Teamspective vs. Zoho CRM Plus

I have also recommended Teamspective many times! I think it's the best choice for a modern organisation who wants to support its people to take responsibility for their learning & development and not just passively wait for managers to do that. Teamspective integrates very well with Slack, so I recommend it to everyone who wants to have the feedback tool as a part of their other tools that are already used daily by the employees.

Starting with campaigns, once we send the campaign out, prospects who open it are moved into the sales funnel; the sales team then calls or emails the prospect. Our VOIP works in conjunction with Zoho CRM Plus, so phone calls are logged into the contact. And generates another call, letter, or appointment with the client on the Zoho calendar. Emails are sent through Gmail since Zoho CRM Plus does not work with Gmail. The client's email must be copied and pasted into Gmail. (responses are tracked in the Zoho CRM Plus). Once the sales team meets with the client and starts the process, it turns into an "opportunity" where all stages in the sale are tracked. We mail merge the contact info to the correct letter template, then download it into "Word," where the letter is proofed and corrected as necessary (Zoho merge does not allow you to work in "Word" 2019). When finalized, it is then uploaded back into Zoho CRM Plus under the Opportunity. The sale then continues through the process, and once signed off on, all the details of the job are logged into the Zoho CRM Plus. When the job is completed and closed out, Zoho CRM Plus automatically sends the client a thank you email. The client will then can biannual automatic emails reminding them to set up their bi-annual inspection.

• Support with developing employee-led feedback culture
• Listens to their client needs and modifies the product based on the needs
• Easy-to-use, for both the admin and the normal user
• Slack integration - works very well

• I use Zoho Social the most. There is a feature called "Bulk Scheduler". By uploading a spreadsheet with a number of posts I can schedule out up to 300 social posts to our Facebook, LinkedIn, Twitter, and Google accounts at once. Then on the specified day and time, the posts go live. I typically only do a couple of weeks at a time so that I can keep the posts relevant to topics we are concerned with.
• Pemco sells surgical instruments to hospitals. The end users are the surgeons. Surgeons may have privileges at multiple hospitals. In order for us to accurately reflect the information about our doctors and hospitals, Zoho CRM Plus has a "many-to-many" feature. This allows doctors to be associated with multiple hospitals, and hospitals to have many doctors associated.
• I use the territory management feature to track sales by representatives. This is also a feature unique to Zoho CRM Plus. This helps us track commissions for the reps.

• Performance evaluation feature that would match perfectly with project-based organisation needs (I think all feedback tools should improve in this!)

• I think that Outlook integration with Zoho CRM is horrible. You have no control over where the emails get attached and IMAP does not always work as it should. One reason we are considering leaving the platform.
• Having all emails show up on an account vs having to go to each contact would be great. It used to do this but no longer with IMAP.

Incentivized

tool has been shown to be exactly what we have wished for and the constant collaboration and development together with Teamspective and other customer community supports that we should and we are continuing the collaboration with them in the future as well

Teamspecitve does not need heavy support organisation and tool it self is very self guiding. We have only 2 main administrators for the tool and the need from these perosons is very minimal. Tool provides easy to use interface and one glance reports from team to company level in one page. Our survey reponse rates in whole company levels are constantly around 85-90%, so it gives good analytics on the current status in multiple areas.

I personally started off as a CRM novice. But in a matter of 2 months, I was writing my own custom workflows, playing with modules and fields, and training my sales and operations teams to manage leads and accounts. Simply put, the system is intuitive after a brief introduction. The level of customization is staggering until you change your mindset. Zoho CRM Plus excels where you're able to attack your goals as problems already solved in the platform — you just need to locate the feature to make what you want to happen... happen! I equate it to the Adobe Creative Suite. You don't pick the fun filter before you lay out what exactly you want to draw. With that mindset intact, you can dial in the system to meet your and your team's needs based on your proposed SOLUTIONS, not just leaning heavily into a single feature to "force" some ROI.

Incentivized

Teamspective answers quickly and really puts an effort to fix a problem. There have been several requests for the product to support our use cases that Teamspective has made true.

Every account representative I have worked with has been extremely helpful and nice. You can tell the account reps and support staff truly care about the product and want to provide you with the resources that you need. The response time is also fast for support inquiries and that has been a massive help for us.

Incentivized

Involve key users from day one as in any implementation project. Describe the need, benefit and use cases for easier implementation. Communicate actively

We did a wide comparison and ended up using Teamspective as we felt that they are offering exactly those features we needed but nothing "extra," meaning we only pay for the things we need. Also, Teamspective seemed simple enough, and on the other hand, we appreciated their strong investments in developing the product based on customer feedback. The biggest differentiator to the average feedback tools is that Teamspective is not manager-led, so employees will become masters of their own development.

Zoho CRM is very customizable but compared to Salesforce it is a lot more buggy. Support is lacking but you get what you pay for. Overall we are happy but only because we are not paying a fortune!

• Teamspective has helped in building our feedback culture, which is often mentioned by our employees as one of the positive things in the company.
• Teamspective helps our people give professional-level feedback independently, effectively, and respectfully. Feedback skills are important for any professional today.

• Cut down our CRM costs by 50% + without losing any functionality that we needed.
• Helped us increase our win percentages by helping us following our unique sales and marketing processes. (doubled sales bookings up until COVID and then still grew 10% in the COVID year)
• Helped us in managing our partnering programs.