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. and Zoho CRM support capabilities include AI Powered, Phone Support, Email Support, etc. also Zoho CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"From using spreadsheets to Zoho CRM, we have managed to capture data in a more versatile way and have also minimized our sales cycle. It gives us more visibility of how our business is moving and makes us much more efficient." - Sreeparna Roy

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

How does Zoho CRM address your Engagement Management Challenges?

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.

"...The system is fairly easy to create follow up appointments using email reminders and notification colors inside Zoho...." Peer review by User

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How does Zoho CRM address your Contact List Management Challenges?

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.

"...You can create a web contact form and paste it your website so that webleads go straight to your ZOHO CRM leads...." Peer review by Toon S., Internet

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How does Zoho CRM facilitate Communication Management?

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 also use the workflow automation and custom functions to do things like automatically create tasks and send notification emails for things like customer renewals...." Peer review by Zack Belcher, Business Development Manager, Vizuri

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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.

"...Offers online service to store and track your leads and offers many options to manage these leads. ...." Peer review by Barbara V., Director of Property Management, Hospitality

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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.

"...It allows us to automate workflows, and is an ideal tool for managing contacts and marketing campaigns...." Peer review by Sonya R, Account Executive

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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
Sreeparna Roy Manager - Business Marketing & Strategy Chai Point	From using spreadsheets to Zoho CRM, we have managed to capture data in a more versatile way and have also minimized our sales cycle. It gives us more visibility of how our business is moving and makes us much more efficient. Testimonial By Sreeparna Roy
Forest Smith Director of Information Technology MARCOA	Zoho has played an important role in standardizing our program. We now have more than 15,000 sellers using our services. Testimonial By Forest Smith
Martin Pierce CEO Zahara Systems Pvt Ltd	When it came to home working, our team adapted instantly. Every application we use is cloud-based including the Zoho suite, so working remotely wasn’t a stretch for us. Zoho facilitates that. Testimonial By Martin Pierce

CUSTOMERS	TESTIMONIALS
Sreeparna Roy Manager - Business Marketing & Strategy Chai Point	From using spreadsheets to Zoho CRM, we have managed to capture data in a more versatile way and have also minimized our sales cycle. It gives us more visibility of how our business is moving and makes us much more efficient. Testimonial By Sreeparna Roy
Forest Smith Director of Information Technology MARCOA	Zoho has played an important role in standardizing our program. We now have more than 15,000 sellers using our services. Testimonial By Forest Smith
Martin Pierce CEO Zahara Systems Pvt Ltd	When it came to home working, our team adapted instantly. Every application we use is cloud-based including the Zoho suite, so working remotely wasn’t a stretch for us. Zoho facilitates that. Testimonial By Martin Pierce

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Urban Element	NA	Case Study Urban Element Digital marketing company drives better customer engagement with Zoho CRM Read More
Lead Exchange	NA	Case Study Lead Exchange The Lead Exchange Finds Reliability and Ease-of-Use Switching to Zoho CRM Read More
Prosound	NA	Case Study Prosound Caller Experience Company Transforms Customer and Equipment Tracking with Zoho CRM 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

KONNEKTIVE CRM

4.0 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Lessonly

4.65 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Proof

4.59 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Seismic Knowledge

4.13 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Pastel

4.4 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

for Zoho CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Zoho CRM

Zoho Corporation Pvt. Ltd News

Zoho Partners with Ministry of Communication And Digital Affairs to Support Indonesias Startup Ecosystem - Media OutReach

Zoho has partnered with Indonesia's Ministry of Communication and Digital Affairs to support the country's startup ecosystem.

25/11/2024 - source

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

Zoho Corporation Pvt. Ltd Profile

Company Name

Zoho Corporation Pvt. Ltd

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

How does Zoho CRM address your Engagement Management Challenges?

How does Zoho CRM address your Contact List Management Challenges?

How does Zoho CRM facilitate Communication Management?

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 Urban Element

Case Study Lead Exchange

Case Study Prosound

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

ActiveCampaign

ShipStation

Typeform

ClickUp

Klaviyo

KONNEKTIVE CRM

Lessonly

Proof

Seismic Knowledge

Pastel

Software Failure Risk Guidance

Zoho Corporation Pvt. Ltd News

Zoho Partners with Ministry of Communication And Digital Affairs to Support Indonesias Startup Ecosystem - Media OutReach

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

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

Zoho Corporation Pvt. Ltd Profile

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