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Thread: Zoho Software

  1. #1
    Platinum Member AmithS's Avatar
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    Zoho Software

    Anyone using Zoho software offerings?

    Would love to here abit more about your experiences.

    Thanks,

  2. #2
    Platinum Member AmithS's Avatar
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    No one using any Zoho software applications?

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    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 brandís social profile
    Engage future prospects from within the social stream
    Stay tapped on customerís 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.
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    Platinum Member AmithS's Avatar
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    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?

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    Quote Originally Posted by AmithS View Post
    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.
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  6. #6
    Platinum Member AmithS's Avatar
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    Thanks,

    Anyone used \ uses Bitrix24 CRM

  7. #7
    Platinum Member AmithS's Avatar
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    Quote Originally Posted by New Perspective studio View Post
    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?

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