Zoho CRM Review
Product Snapshot
Product Pricing
• Free Edition for up to 3 users
• Professional Edition: $12 a month per user
• Enterprise Edition: $25 a month per user
• $3-5 fees per user for add-ons such as mobile functionality, Microsoft Office plug-in, etc.
Technology
Software-as-a-Service (SaaS)
Customer Focus
Zoho is built to be a scalable CRM and office productivity tool for 1 to 100,000-person organizations across multiple commercial, governmental and educational segments.
Select Customers
JetHub, Anderson Sales Advantage, ActionCoach, Milagro Advisory Group, Natural Hero, MicroLOGIX, Pepperstone, Affordable Housing Alliance
Customer Success Stories
About Zoho CRM
Zoho has launched over 20 web-based applications in less than a decade starting with a powerful, user-friendly and entirely scalable CRM, its flagship offering. Zoho CRM offers extremely competitive price points and considerable customizability—enabling tailor-made solutions that are always the right fit for companies both large and small in nearly any industry. Contact and document management, marketing tools and social features are just a few among hundreds of capabilities that support the core sales force automation modules from lead handling and conversion to follow up and forecasting. Over 40 standard reporting templates help jumpstart the analytics process across multiple modules, while Zoho CRM Dashboard offers a host of 2- and 3-D charts, graphs and other helpful data visualizations to help plan the next big campaign. Integration with Microsoft and Google apps, as well as accounting software like Quickbooks, adds to Zoho’s flexibility and commitment to holistic systemization, automation and execution.
About Zoho Corporation
Zoho Corporation is a privately-held company established in 2005. Zoho provides over 50,000 customers with integrated CRM, office suite and other business applications from offices in the San Francisco Bay Area, New Jersey, Austin, Singapore, Chennai, Beijing and Tokyo. Winner of TechCrunch’s “Best Enterprise Start-up” 2007 award, PC World’s 2008 “25 Most Innovative Products Award”, and InfoWorld 2009’s “Product of the Year” award, Zoho is a recognized leader in SaaS CRM and office-productivity applications.
Zoho CRM Key Features
Sales Force Automation
- Automate the pipeline from lead generation, qualification, conversion, sales opportunities
- Custom web forms generate leads directly from your website
- Turn data from seminars, trade shows, and other external sources into leads with easy import functionality
- Auto-assign lead with custom rules
- Qualify leads based on custom criteria
- B2B and B2C capabilities
- Centralize accounts, related contacts, opportunities, etc., all in one place
- Create multi-tiered relationship structures for subsidiaries, divisions, and other business units
- Assists with quote, order, and invoice generation
- Capitalize on up-selling and cross-selling opportunities with detailed customer histories
- Keep track of referral relationships
- Annotate accounts with notes and attached docs
- Robust export features support multiple export formats
- Attach recorded calls to accounts and contacts
- Record and plan meetings and calls in individual and master calendars
- Create daily action plans and task lists
- Simple event management tools can invite any combination of CRM users, leads and contacts to a get-together
- Set up automatic reminders and workflow triggers on pre-defined intervals like month, quarter, and year
- Increase accuracy of revenue estimates and other metrics with better data insights via visually intuitive reports and dashboards
- Filter by sales targets, sales reps, etc.
Sales Tracking
- Use the Import Wizard or Zoho CRM API to organize and identify opportunities
- Flag contacts, accounts, and campaigns with opportunity info
- Track competition alongside your own campaigns to uncover opportunities and risks
- Forecast likelihood to close with drag-and-drop sales staging wizard
- Send automatic alerts regarding important deals to relevant parties outside of the sales force
- Sales pipeline mapping and sales escalation tools streamline team workflows
- Keep track of fading opportunities with tools for long-term assessments by account or account groups
- Criteria-based record sorting by opportunity type, size, etc.
- Smart activity filtering by module, department or user
- Answer the “Why?” and “How?” behind each win or loss by reviewing every type of activity associated with an account in chronological order
Comprehensive CRM Features
- Centralize and conduct all emailing from within Zoho CRM
- Easily share important emails with coworkers
- POP integration supports most major email systems
- Link email correspondence to other relevant CRM data
- Auto-populate documents for individual or mass communication with guaranteed up-to-date info from leads, contacts or accounts
- Compatible with Microsoft Office applications like Word
- Store and share templates in one centralized location
- Cross reference account and contact data with LinkedIn profiles for freshest-data-possible customer intelligence
- Comment, message, etc., directly from the CRM; auto-track LinkedIn communications into each CRM profile
- Foster a more personalized conversation with photo and document sharing capabilities for contracts, leads, etc.
- Zoho CRM Mobile for iPhone, Android and BlackBerry grants both online and offline functionality; mobile access via mobile browser also available (no offline capabilities)
- Mobile capabilities give full access to every module
- Easily add notes, tasks or other items to accounts while on-the-go
- Cross reference, import and export contacts and related files from your smartphone address book
- Quickly map and navigate to meetings based on contact/account address
- Instant call logging and syncing
- Controlled versioning and attachment-free save/send functionality for Google Docs from within Zoho CRM
- Google Calendar sync
- Google Task sync
- Access Google Sites from within Zoho CRM
- Google Contact sync
- Embeddable CRM gadgets for iGoogle, Google Mail and Google Sites
- Log into Zoho with Google credentials
- Developer API is independent of programming languages, making it highly integratable with other systems like ERP, accounting, etc.
- Drag-and-Drop Custom Apps: Zoho Creator enables anyone to build custom business apps with no required programming skills
- Webhooks make it easy to set up execution triggers and alerts in third-party systems like accounting
- Module-level permissions by role, groups, departments, etc.
- View/edit permissions for entire documents or fields within documents
Marketing
- Build campaigns around detailed definitions of campaign goals
- Forecast campaign effectiveness using past ROI and other metrics
- Manage activity like customer inquiries with campaign filtering functions
- Indentify campaigns’ effect on sales closures
- Manage and sort mailing lists by a wide range of criteria
- Rich-text HTML templating and editing from within Zoho CRM
- Compliance with CAN-SPAM act via unsubscribe links/forms
- Schedule send out based on custom criteria
- Auto-responder capabilities enable extensive drip campaign options
- Standard and customizable reports; campaign ROI, mailing list, key accounts, industry, etc.
- Permission based report viewing for managed data sharing
- Flash-based, interactive dashboards with multiple visualization options
Zoho CRM Screenshots
Dashboard
Zoho CRM Videos
Sales Force Automation with Zoho CRM
Sales Force Automation with Zoho CRM
A Day in the Life of a Sales Manager
Getting started with Zoho CRM
What is Zoho?
Related Community Activity
Be the first to answer this question.
Mary, About.com's Shelley Elmblad has a great intro article on accounting software for NFPs. Could you give some examples of what would constitute a good fit for your foundation?
Be the first to answer this question.