Zoho CRM Plus 사용 후기 및 리뷰

Feature packed at an affordable price.

주석: My overall experience with Zoho was very positive. As the Director of Customer Success (in practice, sales and onboarding) for my company, I used Zoho to help build our sales funnel, keep track of my/our communications with clients, and drive sales and retention. Zoho proved to do all of those things well and at an affordable price. I would highly recommend Zoho, and if I'm ever involved with a startup in the future, I will push to use Zoho.

장점:

Zoho CRM has the same functionality as other industry-leading CRMs, but at a fraction of the cost. When I worked for a small tech startup with around 5 employees, I was in charge of selecting and implementing a CRM. Zoho fit our needs and our budget. Also, they provided excellent customer service and didn't seem to care that we were a relatively small client.

단점:

It took a lot of time and some third-party solutions (IFTTT and Zapier) to integrate with some of the other marketing systems we used in our business. While we could have probably replaced them with other Zoho products, as a small business it wasn't immediately feasible.

Incredible power, but complicated processes.

주석: Customer support is always great, super quick and helpful.
The programs Zoho builds are very powerful and customizable but also very challenging to learn and implement into your specific organization. It takes a LOT of time to learn the program as the admin if you're not already familiar with multiple other powerful CRM programs. You just get SO much value for your money. Zoho products can operate your entire business, no matter the industry. I just may be significantly overkill for your needs. Likewise, sometimes a purpose-built tool (specific to your industry) will serve your needs better, and simpler than a tool like Zoho which is built to meet the needs of all company times, from tech start-ups, to retail empires, to social marketing companies, to SAAS companies.

장점:

- Industry leading integrations with tools like Zapier and others - The value is incredible. You're getting: Project management tools, Social media marketing tools, landing page builders, a fully customizable CRM, email builders, custom workflows, per account and per app permissions for each user, forms, etc. - The customizability of everything is fantastic

단점:

Zoho products in general feel like they were created by software engineers for developers or people with deep technical knowledge about how CRMs connect using hooks and how custom fields can be linked into reports. Its just a LOT to learn, even for someone with a good amount of technical knowledge. I wish the program felt a bit more natural to use. Everything about it feels so clinical or technical. I also wish there was an easy-to-use "Zoho University" to learn how to use all the crazy tools this has to offer. I've used this tool a LOT over 3+ years and there's still way more that I don't know.

Amazing platform

주석: Amazing, no complains. I am excited to keep using it

장점:

Its the most perfect tool ever. You can benefit from their ready to use templates but the most exciting thing is you can creste your own! Not mentioning you have every tool you need in one place

단점:

Nothing yet. I am really liking Zoho and intend to learn more.

A good solution that could deliver much more

주석: So far, it has assisted us to streamline our contacts and leads with a new service line that has to run as a separate campaign. It has been challenging to set up processes and automation related to leads.

장점:

The app offers very good functionality and some excellent features such as its preset analytics that make performance mgmt a much easier job. Additionally, it offers the capability to extend your capability with other Zoho apps such as projects.

단점:

Despite the functionality it offers, it does not provide a unified journey for potential customer interactions. It does not actually help you actively manage your CRM processes. Furthermore, instead of working with Gsuite, it tries to force you to send and receive emails from within the CRM with inferior functionality (no signature capability...).

고려된 대안: monday.com

Zoho CRM Plus 전환 이유: Zoho CRM provided the connectivity to an entire suite of services and products that will be more suitable for the service that we have launched.

Very useful tool

주석: overall very good experience, works as advertise with good customer support as needed

장점:

Ease fo use, affordability, feature set, intuitive

단점:

some menus are not all that straight forward and require multiple steps to get some tasks done

Helps In The Management Of My Client's Activities

주석: It facilitates in email marketing, visitor tracking, survey administration, and live chat with clients. We mostly utilize it for customer and campaign management.

장점:

One of the best features of Zoho CRM Plus is SalesIQ, which facilitates live chat and visitor tracking. Its workflow automation allows us to trigger more advanced features that are essential for our usage. Also, the email blaster is a must-have feature that saves a lot of time while bulk emailing.

단점:

The only difficult part was managing clients' tickets, which became a laborious task to make or ask a customer to create. We ran into several challenges while customizing the system. Some new project-related reports do not appear on the dashboard.

Keep your contacts under control

주석: Zoho CRM Plus helped me and my company to avoid information asymmetry between me and the other components of my team when we talk about some Client, or before a visit. It is also very useful in case of some key accountant manager left the company, so you have anyway all the datas of his/her contacts in Zoho so there is not a loss for your company.

장점:

This software is a very complete CRM tool. That's quite good, after a meeting for example, to save and keep all the information related to the person/company you met. Very useful to keep all the data in the account so to be able to share them with the other components of your team. I use it as Business Developer, so I'm always informed regarding the situation of Clients and potential Clients when I go to visit them after a while.

단점:

Sometimes the software can result too much detailed. What I mean is that, for each contact, you can add so many information that maybe can even create confusion. What could be good is to have something like a "light registration mode" and then, if needed, the detailed one.

User of ZOHO CRM for nearly 10 years

주석: I have used ZOHO CRM for nearly 10 years. I always tell people wait a few months and ZOHO is probably rolling out an upgrade. Overall the experience has been excellent.

장점:

I like the fact that ZOHO always adds new functionality to ZOHO CRM. I also like that it is integrated with all its key software like Books, Campaigns, Projects, and a host of other apps. Once you get started with ZOHO CRM , and through the ZOHO Analytics, you can track anything through ZOHO CRM.

단점:

Wish there were a few more reporting options to track who opened email marketing campaigns. It is fine for now. But would like to see a little more.

Correct Improvement for entire Zoho Suite

장점:

It finally centralizes incoming and outgoing communications within all different Zoho environments making it easier to oversee leads and collaborate. Before, our sales team was just operating in CRM as other tools were too many to handle. Our teams can now see much clearer what is happening in other markets and help out or generate new ideas together. Handovers internally are becoming faster as full history per contact is shown and traced.

단점:

It is not always clear if things are working or not, and there is a need to doublecheck per several environments if things are smooth. Support is not always there to answer quickly.

Price and quality can't be beat.

주석: I can't brag about ZOHO CRM more. It can truely be molded to work in any industry. It can connect with hundreds of other apps and software through API feeds. This is very important to me when I need data to be sent in various places.

장점:

I absolutely love the pricing structure. Its very affordable, even for micro businesses.

단점:

It's very customizable, so that makes setup a little difficult to learn at first.

Better value than Salesforce

주석: Overall experience with Zoho CRM Plus is quite positive. I like the fact that extra tools such as Zoho Social, Campaigns, Sales IQ, etc. are bundled together for an attractive price. This means you don't need to subscribe to multiple tools.

장점:

What I like most is that it does pretty much everything important Salesforce does but at half of the price.

단점:

The application load speed is sometimes slow. It would be great if it were faster. Also would be great to have automatic lead enrichment.

Started with a free account, upgraded as my business expanded. Never been happier with the service.

주석: I feel that my last few paragraphs have elaborated on this adequalty.

장점:

I have been using this service for almost three years now. I love the variety of the apps available at my disposal, i can manage my clients, my team and all of my projects and all of the varying facets that are attached to each, in a compartmentalised way where only the people see what I want them to see, yet all can communicate with ease within various limits. This system has enabled me to manage a multitude of software projects, dev teams and potential and existing clients in a timely manner and with relative ease. The suite of mobile apps also keeps me on track while i'm travelling or otherwise away from keyboard. If anything it keeps me guilty of working too much!

단점:

There is little to complain about this software as far as my experience goes. I enjoy using it, the interface is user-friendly and well thought out, the experience is generally pleasant with little to few errors that I can recall with around 3 years of usage. There was reportedly a down earlier this year thanks to an autmated mix up with the hosting provider that zoho used, but we never felt so much as a whisper of downtime. I also understand that they swtiched to cloudflare immediately and mitigated the issue.

All-in-one Features, Somewhat Inconvenient UI

주석: In all, Zoho's suite of products is under-priced for its potential. Zoho CRM Plus is a great place to start, but implementing their Zoho One platform (access to all of their applications) represents the biggest bang for your buck.

장점:

The Zoho platform has everything you could ever need to run a business. This is especially critical for smaller organizations or those with a small budget. While there may be better alternatives for specific features, Zoho can provide all of them together at a comparable quality and remove the headache of integrating/managing different platforms. Out of the box, your data is not siloed.

단점:

Zoho's UI, especially for admins, could be designed better for speed/convenience (access/edit settings faster) and for clarity (new users may have unnecessary difficulty navigating the interface).

Online Sales Platform Which Makes Online Shopping and Inventory a Pleasurable Experience

주석: Amazon is created by Zoho CRM. Amazon has been a typically used online shopping, shipping and entertainment option I’ve used daily for years. It’s easy to use, enjoyable, and well designed.

장점:

Zoho CRM is a software manufacturer/designer for over 100 companies including Amazon which I use on a daily basis. Amazon is a very detailed, organized, easy to use gathering for worldwide companies and individuals to market, buy, sell, and offer comparisons and options with ease. They integrate various parts of my life with the software used to create “Amazon Sales and Media” very personally and directly.

단점:

Within each profile is a huge list of over twenty five different individual pages about certain aspects of your buying experience. At times, because of the subcategories I have difficulty knowing which subcategory my inquiry is under.

Zoho CRM PLus is the best software, you should go for

주석: The overall experience is Excellent, as it is very easy and convenient and budget friendly

장점:

Zoho Software is a very good software, if you want to work on your database and work on 1. Enquiries Management, 2. Complaint management, 3. Inventories Management. Pros: 1. Very Easy , 2. Cloud Based, 3. Data Import-Export is easy and fast. Cons: 1. No Life-time Price, 2. Can be complex for Newbies, if starting from a scratch

단점:

1. Inventories management - it can be made even better.

You get what you pay for

주석: I would rather be running another product. They have so much potential - but they hamstring the users with code decisions that do not align with how B2B sales & marketing people need to work. Better suited for e-Commerce and B2C in my opinion. I also wish they'd do more to connect with major platforms and tools used by sales & marketing people instead of wanting you to use ye another one of their tools.

장점:

I like the potential to track, attribute and manage pipeline from first touch to close

단점:

The support is terrible. You wait forever to chat with someone who can't answer basic questions, and you have to wait for them to relay your question to someone up the line. It's a terrible experience and often a complete waste of precious time.

I would recommend Zoho

주석: We have used Zoho for over 5 years, and have also tried other CRM's during that time. We keep coming back to Zoho as it provides the best overall solution.

장점:

Data collection and consolidation is Zoho's real strength, and this is a vital strength for a CRM. Campaign management is another strong point.

단점:

The interface can be a bit complex and clunky, but one does get used to it. I do not see this as a major flaw, but rather just something that could be a bit more refined.

Great for outreach and email marketing

주석: I am happy using it.

장점:

I appreciate the ability to send mass emails, create tasks and reminders and manage my customers at a decent price

단점:

Sometimes it can be slow and it does take some time to get used to. User-friendliness could be improved.

고려된 대안: NetSuite

Zoho CRM Plus 전환 이유: Price and ease of use

Zoho CRM Plus

주석: Overall Zoho CRM Plus is great, really look that we have all account info all on one screen and available within secs.

장점:

We have been using Zoho for a little under two years now and I must say, it has really helped a lot with organization. We get tons of calls a day and it make every call so easy to just type in a key word to pull up the account and have their info available so quick.

단점:

Nothing really I can negative about this software. At times it does randomly log me out and says I cant get access but that does not last very long.

Zoho crm plus is a multi-tasking software providing great functionalities at one place.

장점:

With zoho crm plus we don't need to purchase different zoho software individually like zoho crm, zoho sales, zoho social, zoho desk etc. In zoho crm plus edition they are providing all functionalities at one end. We can add leads and can customize fields According to our requirement, on the same panel we can add our social accounts, also we can schedule posts for our social accounts and can reply to messages as well, we can keep track on our customer activities through sales iq. We can check on which page our visitor is spending how much amount of time. Overall it's a multifunctional software with ease to use functionality.

단점:

I like almost everything about zoho crm plus. A minor issue is sometimes leads auto number does not come in proper ascending or descending order. Rest everything is good.

Helps To Manage All The Leads

주석: For salespeople, Zoho CRM is a really useful tool. Its user interface is quite simple to comprehend.

장점:

I can access information about customers, notes, attachments, contacts, tasks, and emails pertaining to communications, deals, etc. in one location. One of Zoho CRM Plus's top features, SalesIQ aids with live chat and visitor tracking. The email blaster is a great function because it speeds up bulk emailing.

단점:

The only challenging component for us was managing customer tickets because it was time-consuming to create them or ask customers to do so. Previous notes and saved notes cannot be changed.

Buena herramienta para tener datos

장점:

Si quieres empezar a tener datos integrados entre si puedes empezar con esta herramienta la cual tiene integracion con diferentes herramientas como el crm, campaigns, people te dan informacion veraz.

단점:

tal vez mas herramientas que puedan ser integrables ya que se hecha de menos no solo llevar la parte de ventas si no tambien la parte de ERP.

Excellent Software Tool as a CRM

주석: Excellent Software Tool which enables to speed up Sales Processes effectively

장점:

I have been a user of Zoho CRM for around 2 years and have been using it for tracking my Sales Funnel (being a sales consultant.Key Features: 1) Allows for configuring Followup Task Reminders 2)Useful for creating Sales Pipeline and tracking (UI is very good) 3) It helps to track the accounts as well as point of contacts for each account effectively

단점:

It should allow the user to send follow-up emails as trailing mails to a previous thread instead of sending a mail as a new thread

Efficient CRM Tool

장점:

As the Marketing Manager, I am always pulling reports from the various sales territories. I really like the feature that I can save the categories for my report, and run them as needed.

단점:

As with any CRM, there is certainly a learning curve. When uploading leads from a conference, there are specific categories that MUST be filled in, in order for the entire list to be imported.

Great Tool for prospecting

주석: Very simple and easy to use

장점:

Really easy GUI and the set up is intuitive and easy to use

단점:

None, the tools in the system are excellent