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

"I implemented different sales pipelines for my different businesses. It was easy and straightforward and works perfectly. I also built dynamic parts for the deals form, dependent on the sales pipeline I chose. The additional fields that I need for e...ach businesses are shown as per context. It is a great enhancement to Zoho CRM. Love it." - Bernd Ruetzel

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 can Zoho CRM optimize your Engagement Management Workflow?

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.

"...It provides sophisticated tools and features to engage with customers like event tracking, promotion tracking, and sales analytics...." Peer review by Damnik J, Employee

Read Reviews

How efficiently Does Zoho CRM manage your 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.

"...We are able to create contact books to call and check namesoff as we call them...." Peer review by Quinn L, Real Estate Sales Agent

Read Reviews

What solutions does Zoho CRM provide for 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.

"...You can select from a list of previously used templates to send an email to a cluster of leads...." Peer review from Featured Customers

Read Reviews

What Are the key features of Zoho CRM for 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

Read Reviews

What solutions does Zoho CRM provide for Workflow Management?

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.

"...I like the ability to drag & drop fields, customize titles, and set up workflows...." Peer review by Kim P, Senior Digital Marketing Specialist, Information Technology and Services

Read Reviews

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
Bernd Ruetzel Owner Roggio AB GmbH	I implemented different sales pipelines for my different businesses. It was easy and straightforward and works perfectly. I also built dynamic parts for the deals form, dependent on the sales pipeline I chose. The additional fields that I need for each businesses are shown as per context. It is a g...reat enhancement to Zoho CRM. Love it. Testimonial By Bernd Ruetzel
Nick Valletta Co-Founder Byson Real Estate Co	CommandCenter is my favorite feature so far. I’m still learning a lot and figuring out the best way to structure everything, but it allows us to broaden the lifecycle of what starts as a person, transforms to a deal with many people, and ends with an invoice to multiple parties. It’s something we h...ave to play with a bit more before rolling it out completely, but looks very promising. Testimonial By Nick Valletta
Dominic Johnson Sales ICANotes LLC	We switched to Zoho CRM from Salesforce at the beginning of the 2018 year. It's used track both prospects, clients, sales, referrals, etc. It's used by Sales, Billing, and Account Management. It helps with tracking and analytics for our Sales. It automates some processes such email campaigns and cu...stom templates. Testimonial By Dominic Johnson

CUSTOMERS	TESTIMONIALS
Bernd Ruetzel Owner Roggio AB GmbH	I implemented different sales pipelines for my different businesses. It was easy and straightforward and works perfectly. I also built dynamic parts for the deals form, dependent on the sales pipeline I chose. The additional fields that I need for each businesses are shown as per context. It is a g...reat enhancement to Zoho CRM. Love it. Testimonial By Bernd Ruetzel
Nick Valletta Co-Founder Byson Real Estate Co	CommandCenter is my favorite feature so far. I’m still learning a lot and figuring out the best way to structure everything, but it allows us to broaden the lifecycle of what starts as a person, transforms to a deal with many people, and ends with an invoice to multiple parties. It’s something we h...ave to play with a bit more before rolling it out completely, but looks very promising. Testimonial By Nick Valletta
Dominic Johnson Sales ICANotes LLC	We switched to Zoho CRM from Salesforce at the beginning of the 2018 year. It's used track both prospects, clients, sales, referrals, etc. It's used by Sales, Billing, and Account Management. It helps with tracking and analytics for our Sales. It automates some processes such email campaigns and cu...stom templates. Testimonial By Dominic Johnson

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Amiad	NA	Case Study Amiad Global water company sees sales expand and increase after switching to Zoho CRM Read More
Mogl	NA	Case Study Mogl How an internet gaming company reinvents the customer loyalty program using Zoho CRM's customization and reports Read More
CityDance	NA	Case Study CityDance How CityDance manages its data with Zoho CRM and brings the beauty and art of dance to Washington D.C. 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

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

How can Zoho CRM optimize your Engagement Management Workflow?

How efficiently Does Zoho CRM manage your Contact List Management?

What solutions does Zoho CRM provide for Communication Management?

What Are the key features of Zoho CRM for Lead Management?

What solutions does Zoho CRM provide for Workflow Management?

88+ more Business Use Cases

Customer Testimonials

Case Studies

Case Study Amiad

Case Study Mogl

Case Study CityDance

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 Knowledge

Notion

LEAP

Pastel

Lessonly

Software Failure Risk Guidance

Zoho Corporation News

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

Connect to vendor request

Request Custom Quote