#1 most frequent
India
37.9%11 installations of 29
What is Zoho CRM Plus?
Zoho Corporation offers Zoho CRM Plus, a customer experience management platform that features a virtual AI assistant, process automation and business rules engine, and customer behavior analytics.
Categories & Use Cases
Media
1 / 5
Who Buys & Uses Zoho CRM Plus
#2 most frequent
United States of America
24.1%7 installations of 29
#3 most frequent
Australia
6.9%2 installations of 29
Great Tool to use flexible and easy setup
Use Cases and Deployment Scope
Best tool currently available in the market. I have been using the tool for more than half a year now and although the customer service could be better in my opinion it is still something that I would use in-case of an emergency. I would recommend the tool to daily users who are fed-up with Salesforce and it's rigorous processes
Pros
- customer engagement
- account management
- reports
Cons
- customer support
- integration and APIs
Most Important Features
- integration
- UI
Return on Investment
- automation
- reduced work hours
Alternatives Considered
Salesforce Commerce Cloud and 1CRM
Unify marketing and sales process
Use Cases and Deployment Scope
We started using Zoho CRM this year to unify our marketing and sales activities. Prior to moving to Zoho CRM Plus we used muliple platforms which made it difficult to collaborate and integrate our marketing efforts with our sales team. We had to keep track of lead generation through spreadhseets from our lead forms. Our email campaigns and sales campaigns were sent through different application meaning we had to keep track of customer data in different places. Now with Zoho CRM Plus we all have our own license which allows for collaboration among teams.
Pros
- Zoho Social is the perfect app for managing social media channels
- Zoho SalesIQ is an eye opener for gettting to know website visits
- Zoho Campaigns provides a simple way to automate campaigns
- Zoho CRM is a customizable platform that empowers sellers through actionable data and resources.
Cons
- Zoho CRM could be a challange to customized, specifically blueprints and workflows
Most Important Features
- Zoho forms as it's our main source for leads and processes that trigger actions
- ZOho CRM is used by all our team members on their day to day to manage customer relations
Return on Investment
- 45% increase in lead generation compared to previous year
Alternatives Considered
HubSpot CRM
Other Software Used
Google Ads, WordPress, Microsoft 365
Don't care for the small guys all about the money these days
Use Cases and Deployment Scope
Very Expensive for small companies, also force you to take things you won't need and can't be de-selected, very bad client service, looks good and all that but very expensive!! Don't bother better priced with similar usage out there i'm sure.
Pros
- Leads
Cons
- Price
- expensive
- Service
Most Important Features
- leads
Return on Investment
- expensive
- un willing to assist
Alternatives Considered
Bitrix24
Other Software Used
Bitrix24
Zoho CRM Plus does what it promises
Use Cases and Deployment Scope
We use it every day as a base to deal with our clients and keep track of emails, tasks, and phone calls. We use it monthly for campaigns. Sales IQ lets me know when someone is visiting our site, and I can start conversations with them. Social also me to post and engage from one platform.
Pros
- Emails are automatically populated for contacts. No need to search inbox for conversations
- Reports are easy to customize and use to track different aspects of our business and see where we are in the sales cycle
- Survey allows me to see the bounce rate, who open and how many times, and rates responders, so we know who to contact immediately
Cons
- Does not integrate with Microsoft word 2019 seamlessly. I understand Zoho Writer is the preferred method; however, fonts and layouts are not to Word's standards. I need to apply for a workaround to every letter.
- I cannot send an email from Gmail. I need to use Zoho mail or Outlook. The workaround is to copy the email address and paste it into Gmail. The good thing is Gmail syncs with Zoho, so the outgoing and incoming emails do link with contacts. Ideally, I would like to use 1 platform.
- Calendar should have options so priorities could be listed by color. Or, as an overview, I could see all users in a different color.
Most Important Features
- Keeping track of interactions with prospects and clients
- Able to post on social media on one platform
- Can see all sales team on 1 calendar
Return on Investment
- Positive impact: allows us to see the sales cycle and address issue
- Negative impact: Having to jump in and out of the platform as it does not work with Microsoft or Gmail. Waste of time
- Positive Impact: Can see see all of sales teams calendar in 1 place
Alternatives Considered
Act! CRM
Other Software Used
QuickBooks Desktop Pro, Adobe Acrobat DC, Microsoft Powerpoint
Extremely happy with the level of engagement and happiness we give to our customers with the help of Zoho
Use Cases and Deployment Scope
We manage a tourism website. In that we use various Zoho CRM products like CRM, Sales IQ, Analytics, Sales Inbox, Projects to manage the customer information and bookings. Zoho was extremely helpful in tracking our customer communication and cross selling and up selling our offerings.
Pros
- Zoho Sales IQ was helpful in connecting with our customers and knowing their location to advise packages based on their location.
- CRM was helpful in recording all the conversations we had customers and their deals and date of visit.
- Analytics was helpful to identify the customer visit information and our profitability calculation
Cons
- Auto linking of customer's social media profiles to his contact.
Most Important Features
- Sales IQ
- CRM
- Analytics
- Projects
Return on Investment
- Its helpful tremendously to record all our sales activity so that we can focus on improving which areas are not performing well.
Alternatives Considered
Freshworks CRM
