Zoho Software

[AmithS]

Anyone using Zoho software offerings?

Would love to here abit more about your experiences.

Thanks,

[AmithS]

No one using any Zoho software applications?

[New Perspective studio]

IO had used it a while back over a year. It really is a good piece of software and deserves the praise it gets as a crm.
Here is a overview of their features :

Sales Force Automation
Lead Generation & Qualification
Pipeline Analysis
Sales Stage & Probability Analysis
Competitive Analysis
Real-Time Forecasting
Quota Management
Lead Management
Automate lead management process
Fast track lead to deal process
Capture leads from website
Import leads from trade shows, seminars, direct mail, etc.
Match sales-ready leads to the right sales people
Convert prospects into opportunities, accounts, and contacts with a single click
Sales processes as per own best practices (B2B & B2C)
Account Management
Single database
Customer data across products, geographies, account, and status
Parent-child relationships between customer accounts and their subsidiaries
Price quotes, sales orders and invoices
Purchase history to find cross-sell and up-sell opportunities
Loyalty programs
Effective Follow-up
Log important customer calls
Save customer meetings and calls in an intuitive calendar
Invite employees, leads and contacts to meetings and events
Manage recurring events by day, week, month and/or year
Website Integration with Forms
Create forms with no coding
Set rules to simplify lead distribution
Upload forms live instantly
Catch leads directly into your CRM
CRM Workflow Management
Workflow alerts while creating or modifying records
Associate tasks to the workflow rules with CRM records
Email notifications with templates and upon triggering a workflow rule
Auto schedule the workflow actions at pre-defined interval
Instant notifications to 3rd party applications via Webhooks
Custom Functions
Macros automate tasks
Sales Tracking
Sales Opportunity Management
Monitor sales opportunities across sales cycle
Import sales opportunities from third-party solutions and services
360-degree view
Drag-and-drop customization wizard
Big deal alert
Sales pipeline and sales escalation process
Free Edition
Pulse
Track records that are critical to your business based on your criteria
Stay on top of sales updates in real time
Identify cold prospects for a sales follow-up
Sort updates by users and modules
Sort records by record owner and module
Complete visibility based on last activity
Sales Forecasting
Revenue based on data within Zoho CRM
Create, assign and revise sales quotas
Assess individual and team performance
Forecast accuracy against commit amounts
Fully customizable forecast reports and dashboards
Productivity
Business Card View
Quick glance at important details of the contact without scrolling or searching
Customize fields
MailMagnet
Captures, collates and distributes customer email activity within your CRM
Get notification and reply to customer emails within CRM
Intuitively scans your mailbox and displays only relevant emails
Send emails via your favorite mail client
Get a copy of the email linked to the right lead or contact in CRM
Link prospect and customers emails with your CRM data
Share emails from prospects based on your own rules
Create mail merge templates for different modules
Get updated user info in merged documents
Manage templates in secured folders
Document Library
Role-based folders, sub-folders
Share collateral to your salespeople
Send documents from your CRM
One document can have multiple versions
Quick feedback from colleagues to improve document
Social CRM
View social interactions of your brand with prospect
Reply to direct messages, likes and mentions via your brand’s social profile
Engage future prospects from within the social stream
Stay tapped on customer’s interests and updates
Comment or like them inside CRM
Mobile CRM
Real time access to customer data
Receive sales alerts
Search customers nearby, create tasks
Capture trade show leads directly into Zoho CRM
Digitalize and save business cards on your iPhone
CRM for Google Apps
Custom Modules, API, Webhooks and Custom Functions
Create campaigns, email marketing & autoresponders
Enable security controls, organizational hierarchy & territories

Pretty neat right ?

So with all that out of the way why did I stop using it ? It just wasnt a good fit for me. I spent a good amount of time working with the software to set things up and then make it happen. I viewed this as a waste just for me personally I couldnt handle having to delve so far into simple tasks that could have taken me 2 mins to list on a calendar in excel. I get that they do alot more than task scheduling, overall for me I would need a custom solution thats a bit more automated and faster, able to create template for any process that is to be repeated so what im saying is my workflow slowed during its use. I never even got around to using 50% of its functionality because it they werent something we hadnt already had a better process in doing. I think if you start out on this and stick to it ....great a caution coming though. If you already have processes and procedures established for your business and you want to jump into it, there alot of adaptation to be done.

I never got to this point but I hear that their customer service is incredibly bad another issue was bugs ( How I found our customer service was bad. ) For that price you could honestly go somewhare else and get a better product. I have one in mind but dont want sound like im endorsing something. Zoho is a really good idea its just unfinished untested and not well supported.

[AmithS]

Thanks for the feedback. Support seems to be an issue from my research even thou most people like the product.

What product do you have in mind?

[New Perspective studio]

Thanks for the feedback. Support seems to be an issue from my research even thou most people like the product.

What product do you have in mind?

Salesforce Essentials, bear in mind I run a small business, hubspot is something id really like to give a go because of its integrations with existing tools but the pricing was too much for me.

I think when we are looking for crms the one thing I was was trying to do is streamline the process and the probelm with many online softwares is that they are all in ones all the bells and whistles you dont need slowing you down. This is why guys like Fusion a uk company makes a ton of money developing custom crm solutions for businesses the price-tag for that THOUGH never lol.

[AmithS]

Thanks,

Anyone used \ uses Bitrix24 CRM

[AmithS]

Salesforce Essentials, bear in mind I run a small business, hubspot is something id really like to give a go because of its integrations with existing tools but the pricing was too much for me.

I think when we are looking for crms the one thing I was was trying to do is streamline the process and the probelm with many online softwares is that they are all in ones all the bells and whistles you dont need slowing you down. This is why guys like Fusion a uk company makes a ton of money developing custom crm solutions for businesses the price-tag for that THOUGH never lol.

Does SalesForce have Geo-tagging?

[New Perspective studio]

Not out the box no. They have long and lat fields using code or 3rd party tools / apps to get that working as addresses... Although if thats an important need to you i wouldn't recommend it.