Zoho CRM: Use-Cases, Insights and Reviews | 2024 Cuspera

Name: Zoho CRM
Brand: Zoho CRM
Rating: 4.15 (23063 reviews)

4.15 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(23063)

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

AI Powered

Zoho CRM Overview

Zoho CRM is an online software that manages sales, marketing, and support in one platform. Trusted by over 100 million users worldwide, a free trial is available.

Use Cases

Customers recommend Engagement Management, Contact List Management, Communication Management, as the business use cases that they have been most satisfied with while using Zoho CRM.

Other use cases:

Lead Management
Workflow Management
Lead Tracking
Sales Document Management
Helpdesk Management
Social Media Management
Collaboration

See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Zoho CRM.

Other priorities:

Increase Sales & Revenue
Improve ROI
Improve Internal Communications
Grow Market Share
Scale Best Practices
Enter New Markets Internationally Or Locally
Improve Efficiency
Launch New Products
Improve Stakeholder Relations
Improve Digital And Social Presence
Improve Consistency
Build Brand Awareness
Improve Brand Engagement
Shorten Ramp Up Time
Improve Visibility
Establish Thought Leadership
Increase Customer Life Time Value

See all business priorities See less business priorities

Zoho CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Zoho CRM works with different mediums / channels such as E-Mail, and Phone Calls,

Zoho CRM's features include Dashboard, Personalization, Recording, etc.

Reviews

"Not only did I find a CRM solution but a platform that would allow me to lower my monthly tech spend by $6k - $11k while centralizing all my data for better business intelligence." - Michael McMillan

Zoho CRM, HubSpot CRM, Hubspot Sales Hub, Salesforce Sales Cloud, Pipedrive, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Zoho CRM

Top Industries

Computer Software
Information Technology and Services
Marketing and Advertising

Popular in

Small Business
Mid Market
Enterprise

Zoho CRM is popular in Computer Software, Information Technology And Services, and Marketing And Advertising and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Zoho CRM Use Cases

What solutions does Zoho CRM provide for Engagement Management?

Zoho CRM enables users to manage interactions with clients and potential clients across various channels, including email, social media, and website visits. It facilitates tracking email engagement, setting reminders, and scheduling follow-up activities. However, the support system has limitations in terms of follow-up and engagement with users. The platform's effectiveness for non-technological users requires further development.

"...I like the social and CRM integration it makes my life easy to follow up with so many people ...." Peer review by adrian f.

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What benefits does Zoho CRM offer for Contact List Management?

Zoho CRM facilitates contact list management through features that enable contact input, generation, and organization. It allows users to mass email contacts and manage sales funnels. Users can leverage integrations with social media platforms like Twitter, Facebook, and Google+, as well as Google and QuickBooks, for enhanced contact management and marketing efforts. The platform is limited in its ability to provide a simple list view of contacts for making changes, which can hinder efficiency.

"...Zoho CRM is an internet hosted customer relationship management tool and let us manage customer contact detail on a single place...." Peer review by Gavin E, PwC Digital Products PMO Lead, Accounting

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How can Zoho CRM enhance your Communication Management process?

Zoho CRM offers communication management capabilities including email marketing, campaign management, and automated workflows. It enables users to create and send emails, track their performance, and manage subscriptions. While it provides basic features, it lacks robust tracking and monitoring functionalities for leads, and lacks features for managing online communities or business expenses.

"...We used Zoho to log leads, monitor their place in the pipeline, automate email notifications, send contracts, etc...." Peer review by Verified Reviewer, Marketing and Advertising

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How does Zoho CRM facilitate Lead Management?

Zoho CRM provides comprehensive lead management capabilities, including lead tracking, organization, and analytics. It offers seamless integration with other tools, such as live chat, phone, and social media, streamlining lead generation and management. However, Zoho CRM may be limited for organizations requiring lead transfers to external entities.

"...great integration , storing contact , helpfull and easy to set up to manage your lead!. ...." Peer review by Frédérick P., chef estimateur , Construction

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How can Zoho CRM optimize your Workflow Management Workflow?

Zoho CRM provides a robust platform for workflow management, allowing users to customize and automate processes, create templates, and track progress. This includes managing contacts, campaigns, and generating reports. Zoho CRM is well-suited for companies with simple sales cycles, but it lacks flexibility for complex workflows with dynamic form layouts or multiple forms.

"...This really allows teams/companies to properly integrate it in to their workflows. ...." Peer review by Verified Reviewer, Consumer Electronics

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88+ more Business Use Cases

52 buyers and buying teams have used Cuspera to assess how well Zoho CRM solved their CRM needs. Cuspera uses 23063 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Michael McMillan Chief Stategist ONE, Inc	Not only did I find a CRM solution but a platform that would allow me to lower my monthly tech spend by $6k - $11k while centralizing all my data for better business intelligence. Testimonial By Michael McMillan
Jesus Chacon Software Support Engineer Vexilo	It is being used by the sales department as a data center contact tool with active and potential customers, and through it the analysts can interact with their database that is very complete intuitive to see the statistical reports about the customers they frequent and program better communication ...flows and convert those contacts into sales. It is ideal to maintain a flow of communication with customers and not improvise, allows us to always have an updated database with an excellent sales mapping. Testimonial By Jesus Chacon
Alex Tolbert CEO Bernard Health	Our bottom line has increased by over $100K per year from the cost savings alone. That's not including the increased revenue due to our improved customer experience. The 10-year savings for a company with 100 employees is a million bucks. Testimonial By Alex Tolbert

CUSTOMERS	TESTIMONIALS
Michael McMillan Chief Stategist ONE, Inc	Not only did I find a CRM solution but a platform that would allow me to lower my monthly tech spend by $6k - $11k while centralizing all my data for better business intelligence. Testimonial By Michael McMillan
Jesus Chacon Software Support Engineer Vexilo	It is being used by the sales department as a data center contact tool with active and potential customers, and through it the analysts can interact with their database that is very complete intuitive to see the statistical reports about the customers they frequent and program better communication ...flows and convert those contacts into sales. It is ideal to maintain a flow of communication with customers and not improvise, allows us to always have an updated database with an excellent sales mapping. Testimonial By Jesus Chacon
Alex Tolbert CEO Bernard Health	Our bottom line has increased by over $100K per year from the cost savings alone. That's not including the increased revenue due to our improved customer experience. The 10-year savings for a company with 100 employees is a million bucks. Testimonial By Alex Tolbert

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
EcoMark Solar	NA	Case Study EcoMark Solar Renewable Energy Made Possible By Zoho Read More
Lubrication Engineers	NA	Case Study Lubrication Engineers With Zoho CRM, The Team At Lubrication Engineers Grew Their Sales Initiatives With Better Processes In Place Read More
Aqua Expeditions	NA	Case Study Aqua Expeditions Zoho CRM Helps Aqua Expeditions In Their Expansion To Coastal Cruising Read More

Frequently Asked Questions(FAQ)

for Zoho CRM

What is Zoho CRM?

Zoho CRM is a relationship management tool designed for the sales and marketing professionals to help them garner more leads, interact & engage with consumers, and boost both sales and revenue.

The tool can be leveraged to automate workflow and eliminate redundancies through its sales force automation feature which includes Lead Management, Deal Management, Contact Management and Workflow Automation. Apart from this platform also offers process management, omnichannel communication, analytical reports and capabilities, sales enablement, team collaboration, performance management and predictive sales & intelligence.

Zoho CRM offers integration with third party tools like Google Ad, DocuSign, MailChimp, LinkedIn Sales Navigator, etc. Using these integrations, it allows comparison of campaigns against sales helping to monitor spending and identifies campaign success.

What is Zoho CRM used for?

Zoho CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engagement Management, Contact List Management and Communication Management .

What are the top features of Zoho CRM?

Dashboard, Personalization and Recording are some of the top features of Zoho CRM.

Who uses Zoho CRM?

Zoho CRM is used by Computer Software, Information Technology And Services and Marketing And Advertising among other industries.

What are Zoho CRM alternatives?

HubSpot CRM, Hubspot Sales Hub, Salesforce Sales Cloud and Pipedrive are popular alternatives for Zoho CRM.

Where is Zoho CRM located?

Zoho CRM is headquartered at 4141 Hacienda Drive, Pleasanton, California 94588, USA.

Peers used Zoho CRM for engagement management and contact list management

Zoho CRM Competitors

More Zoho CRM Alternatives...

Zoho CRM Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	4.65/5 ★ Read Reviews (111)
Analytics	4.53/5 ★ Read Reviews (618)
Custom Reports	3.85/5 ★ Read Reviews (2773)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	4.65/5 ★ Read Reviews (111)
Analytics	4.53/5 ★ Read Reviews (618)
Custom Reports	3.85/5 ★ Read Reviews (2773)

Zoho CRM Integrations

Zoho CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.05/5 ★

Read Reviews (1399)

Data Import

3.87/5 ★

Read Reviews (2812)

Few API Integrations for Zoho CRM

Software Failure Risk Guidance

for Zoho CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Zoho CRM

Zoho Corporation News

iTWire - Zoho and NVIDIA AI collaboration a gamechanger for 700 , 000 businesses

Zoho Corporation and NVIDIA's AI collaboration revolutionizes business operations for 700,000 companies, enhancing data analytics and artificial intelligence capabilities.

23/10/2024 - source

Zoho Corporation Releases Updated Version Of The Zoho Analytics - Brand Spur

Zoho Corporation releases an updated version of Zoho Analytics.

13/09/2024 - source

Xobin Announces Integration with Zoho Recruit , Enhancing AI - Driven Skill Assessment for Global Enterprises

Xobin integrates with Zoho Recruit to enhance AI-driven skill assessments for global enterprises.

02/06/2024 - source

Zoho Corporation Profile

Company Name

Zoho Corporation

Company Website

https://www.zoho.com/

Year Founded

1996

HQ Location

4141 Hacienda Drive, Pleasanton, California 94588, USA

Employees

1001-5000

Social

Financials

PRIVATE

Zoho CRM: Use-Cases, Insights and Reviews | 2024 Cuspera

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Failure Risk for Zoho CRM ?

Zoho CRM Overview

Use Cases

Business Priorities

Zoho CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Zoho CRM Use Cases

What solutions does Zoho CRM provide for Engagement Management?

What benefits does Zoho CRM offer for Contact List Management?

How can Zoho CRM enhance your Communication Management process?

How does Zoho CRM facilitate Lead Management?

How can Zoho CRM optimize your Workflow Management Workflow?

88+ more Business Use Cases

Customer Testimonials

Case Studies

Case Study EcoMark Solar

Case Study Lubrication Engineers

Case Study Aqua Expeditions

Frequently Asked Questions(FAQ)

What is Zoho CRM?

What is Zoho CRM used for?

What are the top features of Zoho CRM?

Who uses Zoho CRM?

What are Zoho CRM alternatives?

Where is Zoho CRM located?

Peers used Zoho CRM for engagement management and contact list management

Zoho CRM Competitors

Zoho CRM Features

Zoho CRM Integrations

Seismic

LEAP

Lessonly

Seismic Knowledge

Tremendous

Software Failure Risk Guidance

Zoho Corporation News

iTWire - Zoho and NVIDIA AI collaboration a gamechanger for 700 , 000 businesses

Zoho Corporation Releases Updated Version Of The Zoho Analytics - Brand Spur

Xobin Announces Integration with Zoho Recruit , Enhancing AI - Driven Skill Assessment for Global Enterprises

Zoho Corporation Profile

Get a personalised risk report for Zoho CRM

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